Simplicity Group Acquires Life Policy Pros, Inc.

Simplicity Group Acquires LifePro Financial Services

July 7, 2022

Financial Services

Simplicity Group has entered into a definitive agreement to acquire LifePro Financial Services, a San Diego-based distributor of life, annuity, long-term care and securities-based insurance products. LifePro's management team, including Heather Ulz and Ben Nevejans, will continue to run the business as partners within Simplicity's distribution platform to accelerate growth and expand service to independent financial professionals.

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 Plum Life and Launches Simplicity LifeLink

June 4, 2024

Insurance

Simplicity Group Holdings has acquired Plum Life Inc. and used the acquisition to launch Simplicity LifeLink, a digital life insurance sales platform that automates quoting through issue for agents and advisors. Plum Life's co-founders have joined Simplicity as partners, and LifeLink will be made available to Simplicity's independent agents, affiliated agencies, and financial institution clients.

Simplicity Group Acquires Financial Professionals Group

February 14, 2023

Financial Services

Simplicity Group has acquired Financial Professionals Group (FPG), an insurance marketing organization based in Foothill Ranch, California. The deal brings FPG's advisor-focused distribution and long-term care expertise into Simplicity's national financial product distribution platform and welcomes FPG leaders Lauren and Justin Wright as partners.

Simplicity Group Acquires Optima Financial & Insurance Services

March 8, 2022

Financial Services

The Simplicity Group has acquired San Rafael, California-based Optima Financial & Insurance Services, a life and annuity distribution firm founded in 2009. Jon Salomon and Greg Olson will join Simplicity as partners and continue to lead their office; Simplicity is a PE-backed platform sponsored by Lee Equity Partners.

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.