Our Partners
At Caldwell (Insurance | Wealth Management), our relationship with Simplicity gives us access to a broad network of leading insurance carriers and solutions. Simplicity maintains direct relationships with insurance carriers, helping us provide our clients with more choices when evaluating life insurance, retirement, annuity, and protection strategies.
Through our carrier relationships and appointments, we have access to companies including:
Allianz Life
American Equity
American National
Americo
Ameritas
Aspida
Assurity
Athene
Atlantic Coast Life
Banner Life / Legal & General America
Brighthouse Financial
Cincinnati Life
Clear Spring Life & Annuity
Columbus Life
Corebridge Financial / American General
Delaware Life
EquiTrust Life
F&G
Foresters Financial
Global Atlantic
Guaranty Income Life
Integrity Life
John Hancock
Lafayette Life
Liberty Bankers Life
Lincoln Financial
MassMutual
MassMutual Ascend
Minnesota Life / Securian
Mutual of Omaha
Nassau
National Life Group
National Western Life
Nationwide
North American
Oceanview Life & Annuity
OneAmerica Financial
Pacific Life
Penn Mutual
Principal
Protective Life
Prudential
Reliance Standard
Sagicor Life
SBLI
Securian Financial
Sentinel Security Life
Symetra
Transamerica
More Carriers. More Choices. More Solutions.
Instead of being limited to one insurance company, we can explore multiple carriers and solutions to help find options that align with each client's needs, goals, and financial strategy.
Caldwell (Insurance | Wealth Management) — Protection. Retirement. Wealth.
Carrier appointments, products, and availability may vary by state, licensing, underwriting requirements, and individual eligibility.