Integrity Marketing Group is set to acquire The Quantum Group, an independent distribution company based in Scottsdale, Arizona. As part of the acquisition, operations will continue under the leadership of Ron Shurts, chairman and co-founder of Quantum, and Jim Maschek, managing partner of Quantum. Shurts and Maschek will also serve as managing partners within Integrity. Financial terms of the deal were not disclosed in a news release.
The Quantum Group is recognized as “a leading authority on fixed indexed annuity and life insurance products.” The company provides services to advisors via its proprietary platform, giving registered investment advisors and broker-dealers access to tailored insurance solutions, according to the news release. Quantum uses a consultative approach to assist advisors in navigating financial products and retirement strategies to “create optimal client outcomes.”
The firm’s education and training platform helps advisors select from over 400 FIA products and 200 life insurance options to determine the best asset allocation for each client’s specific goals. Through partnerships with leading product development companies, Quantum offers custom-designed distribution products, providing advisors with exclusive options. Additionally, Quantum supports advisors in brand-building through integrated business development and strategic marketing. Quantum’s support includes streamlined operations, technology, and client acquisition support, as well as advanced planning and portfolio solutions to scale and grow their businesses.
“The best relationships are those where you trust the other person implicitly — I’ve known Ron Shurts for many years and have tremendous respect for him and the impressive organizations he has built,” said Bryan W. Adams, co-founder and CEO of Integrity. “As we are expanding our holistic platform to provide more comprehensive offerings, it is evident that the Quantum team shares Integrity’s passion for service. They also bring impressive knowledge and expertise in every aspect of the annuity and life insurance business.”
“Bryan and I share the same vision — we are creating a smoother path for advisors to bring life-changing financial solutions to more Americans,” Shurts said. “By partnering with Integrity, we’re expanding the breadth of available solutions for both our advisors and Integrity’s expansive network of agents and advisors. I’m also thrilled to now offer company ownership to our incredible team through Integrity’s Employee Ownership Plan. As employee owners, each member of our team will have a meaningful stake in fundamentally serving people better.”
Integrity Marketing Group was established in 2006 and is based in Dallas, Texas. The company is one of the nation’s leading independent distributors of life and health insurance products, specializing in the senior market.
“Integrity has always attracted trailblazers from many fields, and Quantum is the clear leader in advisor support and education for those looking to grow their business,” said Tom Dempsey, Chief Distribution Officer at Integrity. “The company’s focus on advisor empowerment continues to make an enormous impact on the industry. With exclusive relationships with the leading FIA innovators, Quantum provides Integrity partners with access to the best solutions and services on the market backed by world-class support.”
