Simplicity Group Acquires Goheen Companies

Simplicity Group Acquires Designs in Life

January 18, 2024

Insurance

Simplicity Group Holdings, Inc. has acquired California-based broker general agency Designs in Life. As part of the deal, Designs in Life founder Shawn Jeanes joins Simplicity as a partner and will continue to lead the team while gaining access to Simplicity's wealth management products and digital marketing services to support the firm's advisors.

Simplicity Group Acquires Hancock Brokerage

September 7, 2023

Insurance

Simplicity Group Holdings, Inc. announced the acquisition of Hancock Brokerage, a Metairie, Louisiana-based life insurance brokerage led by Susan Cimini, who becomes a Simplicity partner. The deal brings Hancock's life insurance, annuity and life-settlement capabilities onto Simplicity's platform and is intended to expand the firm's product offering and distribution resources for advisors and agents.

Simplicity Group Acquires Triton Brokerage Group

November 29, 2022

Insurance

Simplicity Group has acquired Triton Brokerage Group, a national distributor of annuity, life, long-term care, and disability insurance. Triton founders Bob Ogurcak and Matt Woodson join Simplicity as partners; the business becomes the 47th company in Simplicity's partnership to expand its distribution, point-of-sale and wealth channel capabilities.

Simplicity Group Holdings Acquires Northeast Brokerage

August 19, 2025

Financial Services

Simplicity Group Holdings has acquired Northeast Brokerage, a New England-based brokerage general agency (BGA) focused on point-of-sale solutions for financial institutions, P&C agencies, and independent advisors. The deal brings partners Rex Cretella, Mark Gage, and Mike Costello into Simplicity's partnership and expands Simplicity's presence in the New England market.

Simplicity Group Acquires Coastal Insurance Consulting

September 14, 2022

Insurance

Simplicity Group has acquired Coastal Insurance Consulting, a Pennsylvania-based insurance brokerage that provides products, marketing and underwriting support for financial professionals. Coastal's principals, Michael Driscoll and Brendon Healy, join Simplicity as partners and will continue to manage day-to-day operations as part of Simplicity's expanding distribution platform.

Simplicity Group Acquires Wholehan Marketing

February 10, 2026

Financial Services

Simplicity Group has acquired Wholehan Marketing, a brokerage general agency with offices in Tampa, Florida and Toledo, Ohio, and welcomed Wholehan leaders Chris Wholehan and Jessica Hernandez as partners. The deal expands Simplicity's distribution and product capabilities by giving Wholehan's advisors access to Simplicity's platform, marketing engine, and broader suite of life, annuity, DI and LTC products.