Ai Merchantry

Ai Merchantry, in our affiliate partnership with Simplicity Group, aims to become a cutting-edge, leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented, holistic financial plan. As one of the fastest-growing, it remains unwavering and is anchored in our Core Values, which prioritize in the financial services industry. Ai Merchantry, along with our affiliate partner Simplicity Group, offers an unrivaled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership.
In an ever-changing environment, Ai Merchantry's commitment to working in our clients' best interest is unwavering and has always been anchored to our commitment in our Core Values, while raising Awareness, Education, Value, and 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.