"Real People. Real Values. Real Impact."

Inside Ai Merchantry

Ai Merchantry, in strategic partnership with Simplicity Group, is committed to being a leading force for Advisors, Business Professionals, and Consumers—delivering innovative solutions that combine wealth accumulation and financial protection to support holistic, consumer-driven financial plans.
one of the fastest-growing firms in the industry, Ai Merchantry remains grounded in our unwavering Core Values, which prioritize integrity, education, and client-centered service. Together with Simplicity Group, we offer a powerful suite of tools, technologies, and strategies designed to help our partners grow and protect wealth. These solutions are available through affiliation, outsourcing, or direct partnership. In a constantly evolving financial landscape, Ai Merchantry's commitment to serving in the best interests of our Advisors and Clients remains steadfast—guided by our Principles and focused on advancing Awareness, Education, Value, and Meaningful Partnerships.

History

Over 37 years ago, Kevin started his insurance career with Western & Southern Life. After building a multi-million-dollar manufacturing business, and losing it all after 25 years, his passion for making a difference for the next business owner and individuals brought him back into the financial / insurance industry, this time with a new vision to help others avoid the costly mistakes he made over the years in business and life. Kevin and Tiffany spent several years with IMOs, identifying critical gaps in marketing, lead generation, and agent support. Determined to create a better solution, they founded an IMO that prioritizes agents and clients. Their approach focuses on fast onboarding, thorough training, and equipping agents with top-tier tools and resources.Their mission reimagines insurance, empowering Business owners, Consumers and Advisors to deliver personalized solutions and transforming the experience for both advisors and their clients. Today, Kevin and Tiffany lead a company built on integrity, innovation, and relationships—helping Advisors thrive, while helping business owners, and families protect what matters most.

Vision

We see a future where insurance and financial planning are clear, accessible, and personal. Our mission is to raise awareness, and educate business owners, individuals, and, families to make informed choices that secure their futures. From the start, advisors and clients experience integrity, personalized service, and support. Through clear communication, we empower our advisors to succeed and clients to feel confident. Honesty guides every interaction, and we listen and respond with care. Our vision reshapes the industry through innovative recruitment and training, building the traditional "agent" into a qualified Advisor who value growth, discipline, and ethics. By simplifying financial planning, we provide personalized solutions and make insurance meaningful. Agents become trusted advisors, fostering trust and lasting relationships. Together, we support one another and make progress every day. Our legacy is empowerment. Advisors drive positive change, and clients secure their futures with our trusted partners. Through integrity, education, and service, we redefine what’s possible in insurance and financial planning.