Integrity Expands in the Southwestern United States with the Addition of Western Asset Protection

October 29, 2020

Western Asset Protection expects to accelerate growth with Integrity's innovative technology and continue legacy of service-focused agency

DALLAS – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products today announced it has acquired Western Asset Protection, a family-owned Insurance Marketing Organization (“IMO”) with an industry-leading focus on service and agent retention. As part of the acquisition, Western Asset Protection’s leadership team Mel Rose, Chairman, and Paul Rose, President, will both become owners in Integrity. Financial terms of the deal were not disclosed.

Four decades ago, Western Asset Protection was initially built on Long-Term Care and Medicare Supplement insurance. In 2005, they expanded into Medicare Advantage insurance products and emerged as a leading brokerage firm in the southwest with more than 2,200 agents nationwide. They have grown to serve more than 125,000 Americans with their insurance needs, resulting in almost $150 million in annual paid premium.

“Western Asset Protection is a world-class organization that has a single-minded focus on serving their agents,” said Bryan W. Adams, Co-Founder and CEO of Integrity. “They have one of the highest retention rates in the business—and for good reason. They already have a strong agent support system, but as an Integrity partner, their growth is about to skyrocket. Their agents will have access to our innovative MedicareCENTER technology platform and our full suite of agent tools which will dramatically increase their ability to serve more Americans than ever before.”

“We looked across the market and Integrity has everything we are looking for to scale our growth,” shared Paul Rose. “The power of their distribution is a key advantage in the marketplace. With Integrity, we’ll receive exclusive product offerings. We’ll be able to leverage efficiencies, tie into more advanced technology and speed up our ability to go to market. We can’t wait to tap into all the tools and services they offer and see how the ‘Integrity Effect’ fuels the fire of our recruiting power.”

Joining Integrity allows Western Asset Protection to utilize Integrity’s broad array of partner resources. These include IT, human resources, compliance and full-service advertising and marketing services. Agents receive access to valuable technology options including online quoting, enrollment and CRM capabilities. In addition, they can now offer their employees meaningful company ownership through the Integrity Employee Ownership Plan.

“Integrity’s core values are not only a statement, they are elements that they’ve been able to integrate,” stated Mel Rose. “No matter who you are in the company, Integrity values you and they show that with their Employee Ownership Plan. I’m excited that our employees are joining a much bigger family that is committed to helping them continue to grow.”

In addition to exclusive access to Integrity products, agent tools and resources, the Western Asset Protection’s leadership team has the opportunity to collaborate with industry icons through Integrity’s partner network.

“I have tremendous respect for the partners at the Integrity table,” said Paul Rose. “I’m looking forward to meeting at the campfire with these partners to share best practices and learn their secret sauce. The leaders Integrity has partnered with are legends in the industry and to collaborate with them is a dream come true.”

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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 broad partner network of agents and advisors, 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 proprietary, cutting-edge technology helps expand the insurance and financial planning experience for all stakeholders using an omnichannel approach. In addition, Integrity develops products with carrier partners and markets them compliantly through its nationwide distribution network. Providing best-in-class service to their clients and consumers is at the center of Integrity’s holistic approach to life, health and wealth protection. The company and its partners focus on helping families and individuals prepare for the good days ahead, so they can make the most of what life brings. For more information, visit www.integrity.com.

About Western Asset Protection

Western Asset Protection is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels. For more information, visit www.westernassetprotection.com

Media Contact:
Rachel Aird, Public Relations Director
Integrity
press@integritymarketing.com
202-559-2739

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

For partnership inquiries, please complete the form below.

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