Shelley Balik

Shelley Balik, CLU®, CLTC

Advisor Development Consultant

Contact My Team
shelley.balik@simplicitygroup.com
(205)-268-2593 O
(205)-639-4021 C

Book a Meeting
Request a Quote
Get Contracted

Why Simplicity?

Simplicity-Insurance-Recruiting-Brochure-11.25.24-4052607-1124_Page_01
Getting Started

Getting Started

New Producer Checklist

What We Offer

Value of Life Insurance

Get Contracted

Marketing

Marketing

Business Owners

Policy Review

DI Strategies

Prepare for a Meeting

Writing Business

Writing Business

Life Ins Prequalification Factfinder

Needs Analysis

Application Timeline

ABLTC Questionnaire

Your dedicated support team

Contracting Support

cc.contracting@simplicitygroup.com

New Business/PHS

cc.insurancenewbusiness@simplicitygroup.com

Commission Support

concourse.commissions@simplicitygroup.com

Home Office:

800-876-3950

Send overnight business to:

2100 Southbridge Pkwy, Ste 650, Birmingham, AL 35209

Send all applications to:

cc.insurancenewbusiness@simplicitygroup.com

Contact Us

2100 Southbridge Pkwy, Ste 650
Birmingham, AL 35209

Website Privacy Policy

Terms of Use

© Simplicity Group. All Rights Reserved.

Connect with us

Facebook
LinkedIn

Work With Us

Call us at 800-876-3950 and ask for the on-boarding team to discuss innovative solutions for all your insurance brokerage needs!

Insurance and Annuities are: Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value