DALLAS – JULY 6, 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 acquired Statz Agency, an independent marketing organization (“IMO”) based in Phoenix, Arizona. As part of the acquisition, Suzanne Tatz, Founder and CEO of Statz Agency, will become a Managing Partner in Integrity. Financial terms of the acquisition were not disclosed.
With a strong passion for serving seniors, Statz Agency is committed to helping agents make life and health insurance recommendations that are most beneficial to their clients. Suzanne Tatz has taken a highly strategic approach to building the agency over the past ten years, achieving many growth milestones along the way by providing solutions coupled with knowledge and dedication. Statz Agency has also made a significant impact in communities by providing Medicare education that empowers seniors to make informed decisions for protecting their health and wealth.
“Suzanne Tatz is a dedicated, hard-working and humble leader who will do whatever it takes to ensure that Statz’ agents can accomplish their goals,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “Integrity offers Statz Agency the perfect combination of relationships, technology and proven support that will help them soar to new heights. By accessing Integrity’s groundbreaking resources and systems, we’ll see Statz Agency experience the ‘Integrity Effect’ of amplified growth and success. Through steady innovation, Integrity is setting the pace for the future of insurance. I’m grateful that Suzanne and her team have joined us in our mission to optimize the experience for all stakeholders and help more Americans enjoy the safe and comfortable retirement they want and deserve.”
Statz Agency can deepen its impact, increase efficiencies and expand growth opportunities by leveraging Integrity’s extensive infrastructure of business services. These functions encompass areas such as Technology & Innovation, People & Culture, legal and compliance, and access to an industry-leading advertising and marketing firm. Additionally, the Integrity omnichannel platform is designed to help companies like Statz Agency boost productivity and achieve its full potential. The platform’s powerful end-to-end offerings include category-specific customer relationship management software, broad and insightful data and analytics, and continuous product development.
Additionally, Statz Agency gains the ability to offer its employees meaningful company ownership through the Integrity Employee Ownership Plan.
“At Statz Agency, our goal is to connect seniors with solutions that fit their needs while providing excellent service,” explained Suzanne Tatz, Founder and CEO of Statz Agency. “Our relationships with clients extend beyond just a sale and we love that Integrity operates under the same philosophy. I feel like I’m joining a larger family that holds the same core values that Statz Agency was built on — it’s truly a partnership where everyone wins. Our agents can now access Integrity’s technology-driven solutions to move us forward to our next level of growth while our team members and I can excel in the roles we love — networking and building agencies. In addition, Integrity’s Employee Ownership Plan gives our employees the chance to be part of a larger future than we could have provided to them on our own. With Integrity by our side, our growth potential has no end in sight and I’m personally thrilled to be a part of this extraordinary team.”
Suzanne Tatz will join like-minded leaders in the Integrity partner network, where teamwork is fueling innovation that optimizes life, health and wealth solutions for consumers. Comprised of industry legends and icons, these leaders are defining best practices and strategies that improve insurance and financial services processes across the board. Through collaboration, Integrity partners are helping more Americans prepare for the good days ahead.
