Dempsey & Associates

Dempsey & Associates, part of Simplicity Company, specializes in providing financial advisors with solutions tailored to the complex needs of high net worth clients, focusing on wealth preservation, wealth transfer, and charitable endowments through insurance. Their offerings include life insurance, annuities, and asset protection, supported by strategic partnerships with industry giants to ensure comprehensive support for advisors and their clients.

The firm leverages its extensive expertise in estate planning and business valuation to assist advisors in developing effective wealth transfer strategies. With a proven track record of enhancing revenue in the family business market, Dempsey & Associates is dedicated to helping advisors navigate intricate risks and deliver exceptional results for their clientele.

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