Designed with input from 550 local children, playground was constructed in a single-day build by hundreds of Integrity leaders, employees and community volunteers

DALLAS – AUGUST 24, 2023 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the Integrity Foundation has completed the first of many community legacy and support initiatives to come — building a state-of-the-art playground in Norfolk, Nebraska, to benefit generations of children and families. Located in Norfolk’s historic Liberty Bell Park, the playground was designed over several months and then built in one day through partnership with KABOOM!, the City of Norfolk, and Integrity partners Premier Marketing and WealthFirm. Integrity’s purposeful revitalization of this beloved park in the heart of the community will result in long-lasting and positive impact on the health and well-being of local children and families for generations to come.

The Norfolk playground build is one of the largest charitable endeavors led by Integrity’s recently established Integrity Foundation, a 501(c)3 public charity founded to drive meaningful and sustainable change that improves the health and wellbeing of the millions of people it serves nationwide. With an expansive national network of partners, employees, agents, customers and carriers, Integrity is uniquely positioned to mobilize its many stakeholders and connect them to enriching opportunities that help protect the life, health and wealth of people all across the country.

“The Integrity Foundation was created to put powerful action behind our core values of Integrity, Family, Service, Respect and Partnership in the communities where our partners and employees live and serve,” explained Bryan W. Adams, Co-Founder and CEO of Integrity. “This playground build is a great example of the countless far-reaching support initiatives to come — in communities throughout the nation — that reflect our mission to improve the interrelated pillars of life, health and wealth that affect all Americans. We’re honored to come together with our amazing partners at Premier and WealthFirm, as well as the City of Norfolk, to build a state-of-the-art play space where families will be able to recreate, thrive and spend meaningful time together for generations. It was especially important to drive this project forward in the community of Norfolk, which has been an important part of the Integrity story since the beginning. The joy this new playground brings is evident to anyone who visits, and we’re grateful we could support and enrich the lives of families as they plan for the good days ahead!”

Service is a cherished core value at Integrity. The company provides its employees with two full days of paid time off annually to serve in their communities in a wide variety of settings. To accomplish the colossal and impressive undertaking of building the entire structure top-to-bottom in one day, the Integrity Foundation utilized the time, talents and dedication of hundreds of volunteers. Coming together in a spirit of generosity, employees and family members from Integrity, Premier and WealthFirm united with community members to construct the massive playground and gathering spaces at a record-setting pace. Volunteers completed physically challenging tasks such as hand mixing over 13,000 pounds of concrete, moving 150 cubic yards of mulch weighing more than 100,000 pounds, assembling benches and picnic tables, as well as constructing and installing 22 key playground elements.

Before the historic build day, the playground structure itself was designed using input collected from more than 550 local children who submitted drawings of their dream playground. These designs were then reviewed by more than 200 community members who integrated them into the final artistic and functional design decisions — and the Integrity Foundation worked side-by-side throughout the entire process. The playground and picnic areas will serve as a gathering place for families and create an increased sense of belonging and civic pride for community members of all ages.

“We are deeply appreciative of all the Integrity employees who generously volunteered their time and energy to make this Build Day possible,” said Josh Moenning, Mayor of Norfolk. “The Integrity Foundation recognized a significant need in our community and in true Integrity fashion, the team rallied together to exceed our expectations in fulfilling it. This revitalized space in the heart of Norfolk will once again become a place of connection for our community and it wouldn’t have been possible without the unwavering commitment and support of the Integrity Foundation and those who lead it.”

“From its earliest beginnings, Integrity has been committed to giving back to the communities we serve,” said Tom Schueth, Co-Founder of Integrity and Premier. “We couldn’t be prouder that the Integrity Foundation’s first of many planned local playground initiatives is right here in our community — creating impressive momentum that will spread across the country. It’s exciting to think about the positive impact the Integrity Foundation will extend to communities far beyond Norfolk and it’s an incredible honor to support those efforts.”

“Creating this interactive playground leaves a legacy that benefits our community for generations,” shared Mike Wingate, Co-Founder of Integrity and Premier. “Some of our employees who helped build the playground grew up visiting and enjoying this park as kids — and now their kids and grandkids will play here with them. It’s another way Integrity acts on the principles and values of caring for and serving the needs of all Americans that the company was founded on.”

“Integrity is a company that truly puts its core values into action and exhibits a sincere willingness to lead with a servant’s heart,” said Nancy Brozek, Co-CEO of WealthFirm. “We’re grateful the Integrity Foundation gave us the amazing opportunity to come alongside them and contribute to such a meaningful local initiative. This project has reenergized the park’s vibrant history and created a fun, useable space for our entire community.”

“Integrity has always been incredible in the ways it supports its partners and today, they showed they support the health and growth of our community as well,” explained Jared Faltys, Co-CEO of WealthFirm. “It’s inspiring to be partnered with a company that cares about those they serve so deeply and wants to make a difference, and they consistently put that desire into meaningful action. The impact we can make when we work together as one is truly unlimited.”

Integrity and its partners have committed additional donations to continue sponsoring local initiatives that support the Integrity Foundation’s key focus areas of investment across the United States.

NEWS PROVIDED BY Integrity Marketing Group, LLC 

Be Aware of Fraudulent IRS Communication

In today’s digital age, scams and fraud have become increasingly prevalent, affecting individuals, businesses, and government agencies. One of the most common forms of fraud involves impersonating the Internal Revenue Service (IRS) to deceive taxpayers. To protect ourselves and our communities from falling victim to such schemes, it is essential to be aware of fraudulent IRS communications via phone, email, text messages, or social media.

Here is a hypothetical scenario of fraudulent communications:

Paula received a voicemail from an IRS employee asking for a call back on a toll-free number. She is current on her tax filing requirements and doesn’t owe any back taxes. So, she’s confused about why the IRS would contact her.

Paula is justified in being concerned. The IRS does not initiate contact with taxpayers by phone, email, text messages, or social media channels. Official IRS correspondence is sent through the US Postal Service. The letter provides detailed information regarding tax issues such as notices about discrepancies, bills for unpaid taxes, or requests for additional information.

Sometimes, the IRS may call taxpayers, but this is not common and usually follows an initial letter. During these calls, representatives never demand immediate payment or ask for credit card information over the phone.

Paula should call the IRS directly at 1-800-829-1040, not on the number left in the voicemail.

If you are experiencing tax scams, please report them to the IRS immediately. Click here for the contact information.

Client Profile is based on a hypothetical situation. The solutions discussed may or may not be appropriate for you.


Stuff the Bus

In July 2023, Wealth Management employees donated school supplies to the Salvation Army’s Stuff the Bus event. This event supplied students with new backpacks and basic school supplies. For more information on this annual event, please call the Salvation Army at 402-379-4663.


KABOOM! is in partnership with Integrity Marketing Group, a Dallas-based firm, and local businesses Premier Senior MarketingRetirement Plan Consultants (RPC) and Wealth Management to bring a new playground to Liberty Bell Park.

KABOOM! provided dream pads to all Norfolk elementary school students which were available for viewing at the adult session of Design Day. Click here to see the full video of the student’s drawings.

Design Day was held on May 11th and was kicked off with the kid design session at Lincoln Montessori. The adult session was held at McMill’s Courtroom in the afternoon. The session was hosted by KABOOM! to gain insights on what the public wants at the new park including equipment and colors.

As part of the partnership, the City will contribute $8,500 with the remaining $150,000 for the project provided by Integrity Marketing Group, Premier Senior Marketing and Retirement Plan Consultants (RPC) and Wealth Management.

It’s Not Tax Season, It’s Marketing Season

Webinar Recording | January 2023

Presented by Nate Raabe

During tax season, it is the best opportunity for CPAs and advisors to market their firm by showcasing the value-added services they offer. Make sure that during your meetings, your clients are aware of the services you offer, focusing on those that are tailored specifically to them. It shouldn’t be the clients job to ask about a specific service. The advisor should proactively recognize a client’s potential needs, so they are prepared for the meeting with any necessary resources. These services could include medical reimbursement plans and managing HSA contributions, proper entity setup, estate planning, retirement strategies, cost effective investment strategies, funding IRA’s, beneficiary designation discussions, etc.

For some clients, this may be the one time of year that you have a face-to-face meeting in the office with them. Take this opportunity to tidy up your workspace. Clear clutter from your desk so that there are no distractions during your meetings. Have (up to date) business cards available for the client to take. And encourage them to take an extra card if you think they could refer an ideal client to you. Make sure your clients are comfortable and relaxed so it will be an encouraging environment for them to ask questions and discuss their financial plans and goals.

When meeting with clients during tax season, an accountant should highlight tax-savings opportunities on the Form 1040. A thorough 1040 review can present opportunities to have conversations surrounding wages, interest income, dividend income, IRAs and pensions, capital gains and losses, net operating losses, medical expenses, etc. Review the Schedule 1 for alimony, business income, partnerships/S corps, farm income, unemployment, HSA deductions, self-employed SEP, SIMPLE and qualified plans, IRA deductions, etc. to look for potential opportunities. Review the Schedule 3 for education credits, etc.

If you are an advisor that has questions on how you can best tailor your services to help your clients achieve their financial goals, reach out to the professionals at Wealth Management.

Complete Webinar Transcript

Christmas in July!

Last month, we held a 🎄“Christmas in July”🎄 toy drive and challenged our staff to collect as many toys as we could for pediatric patients at Faith Regional. The generosity of our employees and their families was clearly displayed as we were able to donate over 300 toys! Thanks to our employees and their families for supporting the community that we love! 🥰 We hope this will brighten the day for many young patients! 🧸🪀