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Integrity acquires Retirement Health Solutions for growth

RECENTLY ACQUIREDJul 28, 2026•12 days ago

Acquiring Company

Integrity

Acquired Company

WORQ

Dallas

Malaysia

Description

Integrity, LLC has acquired Retirement Health Solutions to enhance its growth and client service through AI-driven technology. This acquisition aims to leverage Integrity's extensive resources and networks to accelerate Retirement Health Solutions' expansion into life insurance and retirement planning. The firms share a commitment to improving agency performance and community engagement.

Company Information

Company

Integrity

Location

Dallas, Texas, United States

About

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 5,500 employees work with more than 420,000 agents and advisors who serve over 10 million clients annually. In 2021, Integrity expects to help carriers place more than $7 billion in new sales and will oversee more than $20 billion of assets under management and advisement through its RIA and broker-dealer platforms. For more information, visit www.integritymarketing.com.

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Strategic

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M&A Insights

Based on deal data

Integration timeline

70% of M&A integrations take 12-24 months to complete

Tech stack consolidation

83% of merged companies consolidate technology vendors within first year

Post-acquisition investment

Companies increase IT spending by 23% on average after acquisitions

Success factor

M&A deals with strong technology integration plans are 2.5x more likely to succeed