Integrity Partnership Expands Russek Financial Services’ Medicare and Retirement Planning Offerings

May 10, 2022

Experienced Northeastern agency with proven track record will use Integrity’s best-in-class resources and support to scale its growth and protect the health and wealth of more Americans

DALLAS – MAY 10, 2022 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has entered into an agreement to acquire Russek Financial Services, an insurance and financial planning agency based in North Haven, Connecticut. As part of the acquisition, Jeffrey Russek, President of Russek Financial Services, will become a Managing Partner in Integrity. Financial terms of the acquisition were not disclosed.

“Integrity continues to grow our life, health and wealth protection capabilities by partnering with exemplary companies, and today we’ve added yet another incredible partner — Russek Financial Services,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “Integrity’s technology and systems are tailor-made for successful agencies like this one. Jeffrey has always put his agents first, and now he can offer them access to more resources, better products and stronger insurtech solutions than ever before. In turn, through Integrity’s one-of-a-kind platform, Jeffrey gains backing and bandwidth that allow him to devote more of his time and energy to serving his agents and clients. We couldn’t be more excited to support Russek Financial Services’ growth as they work to achieve new business goals and help more Americans plan for the good days ahead.”

After more than a decade in corporate finance, Jeffrey Russek launched Russek Financial Services with the goal of providing peace of mind to his clients about the future of their health and wealth. The agency soon distinguished itself as a leader in helping seniors navigate Medicare, providing exceptional customer service and personalized solutions for each client’s circumstances, with additional expertise offered by Certified Financial Planners. Today, Russek Financial Services offers a wide range of insurance products and retirement guidance to consumers across the Northeast.

“In this business, relationships are everything,” explained Jeffrey Russek, President of Russek Financial Services. “It takes the right people to help your company succeed at the right time. Without question, Integrity is the right team to help us reach our next level of service and success. We believe in treating our clients the same honest and upfront way we would treat a family member, and that’s helped us sustain close relationships with many of them for years. It was so gratifying to learn that Integrity treats their partners and clients with the same care and concern. They understand that what matters most is helping families find the coverage they need. With Integrity’s cutting-edge technology, we can offer our clients so much more — from MedicareCENTER to advanced marketing resources. I’m so excited about Russek Financial Services’ future as an Integrity partner.”

Integrity will help Russek Financial Services streamline operations by incorporating the firm’s back-office functions into its centralized business services. These areas include People & Culture, Technology and Innovation, finance, legal and compliance, and access to a world-class marketing and advertising firm. Additionally, Integrity’s platform offers Russek Financial Services unsurpassed insurtech products and systems that help agents work more efficiently and meet consumers wherever they are. They include intuitive customer relationship management software, insightful data and analytics, and ongoing product development.

Russek’s advisors will have the opportunity to contribute to and learn from Integrity’s broad and diverse partner network. This exclusive peer group collaborates on best practices and strategies aimed at optimizing insurance and financial processes. By continually striving to create and integrate comprehensive solutions, agents and advisors can ensure more Americans are prepared for the good days ahead.

Furthermore, Russek Financial Services can now offer its employees meaningful company ownership through the Integrity Employee Ownership Plan.

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About Integrity

Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its partner network, Integrity helps millions of Americans protect their life, health and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s cutting-edge technology helps streamline the insurance and financial planning experience for all stakeholders. In addition, Integrity develops products with carrier partners and markets them through its distribution network of agencies, brokerages and RIAs throughout the nation. Integrity’s nearly 6,000 employees work with more than 450,000 agents and advisors who serve over 10 million clients annually. In 2022, Integrity will help carriers place more than $12 billion in new sales and oversee more than $20 billion of assets under management and advisement through its RIA and broker-dealer platforms.

About Russek Financial Services

Headquartered in North Haven, Connecticut, Russek Financial Services is a broadly diversified financial services company committed to helping people. They believe in establishing and fostering consultive client relationships, providing outstanding financial products and services, and offering significant opportunities for their team to provide meaningful advice and guidance to clients in the achievement of their financial goals and objectives. Russek Financial Services has over $75 million assets under management and advisement and serves thousands of clients annually. They strive to be the financial services provider of choice in every community they serve by demonstrating a level of ethics, competency and professionalism. For more information, visit www.insurancect.com.

Media Contact:
Rachel Aird, Public Relations Director
Integrity Marketing Group
press@integritymarketing.com
801-706-7005

Partnership Inquiries:
Eric Pederson, Vice President of Business Development
Integrity Marketing Group
partnership@integritymarketing.com
866-650-1857

For partnership inquiries, please complete the form below.

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