Integrity Marketing Group to Acquire Innovative Underwriters From Guardian

Integrity Marketing Group Acquires First American Insurance Underwriters

March 15, 2022

Wealth Management

Integrity Marketing Group, an omnichannel insurtech leader based in Dallas, acquired First American Insurance Underwriters, a Boston-area insurance services and wealth management advisory firm that serves high-net-worth clients. The deal brings First American's advisory expertise and carrier relationships into Integrity's insurtech platform to expand capabilities and support accelerated growth; financial terms were not disclosed.

Integrity Marketing Group Acquires Advisors Insurance Brokers

February 9, 2021

Insurance

Integrity Marketing Group, a Dallas-based distributor of life and health insurance products, has acquired Advisors Insurance Brokers (AIB), a Clifton Park, New York brokerage general agency specializing in life, long-term care and annuities. As part of the deal, AIB CEO Kevin Johnson will become a Managing Partner at Integrity; financial terms were not disclosed and AIB will join Integrity’s platform and employee ownership plan to access centralized technology and services.

Integrity Marketing Group Acquires American Business

August 16, 2022

Insurance

Integrity Marketing Group acquired American Business, a New York–based life insurance agency serving high-net-worth clients. The deal brings American Business into Integrity's partner network to leverage Integrity's technology, product development and centralized services to scale distribution and enhance offerings for affluent clients.

Integrity Marketing Group to Acquire The Quantum Group

March 27, 2025

Financial Services

Integrity Marketing Group, LLC entered into a definitive agreement to acquire The Quantum Group, an independent life and annuity distribution company based in Scottsdale, Arizona. The deal is intended to expand Integrity’s holistic retirement planning offerings by integrating Quantum’s annuity and life insurance education/training platform and distribution capabilities.

Integrity Marketing Group Acquires Kellogg Insurance Marketing

April 6, 2021

Insurance

Integrity Marketing Group has acquired Kellogg Insurance Marketing, an insurance marketing organization based in Draper, Utah. The deal brings Kellogg's agent network and senior-market expertise onto Integrity's platform to accelerate growth and expand agent support and technology adoption.

Integrity Marketing Group Acquires Gladstone Wealth Partners

August 3, 2022

Financial Services

Integrity Marketing Group has entered into an agreement to acquire Gladstone Wealth Partners, a hybrid RIA overseeing more than $13 billion in assets under management. The deal brings Gladstone’s wealth-management capabilities into Integrity’s life and health insurance and insurtech platform to deliver more holistic life, health and wealth solutions; financial terms were not disclosed and the transaction is subject to regulatory approval.