Simplicity Group Acquires Total Financial and Insurance Services

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 Holdings Acquires Breakthrough Insurance Group

September 6, 2023

Financial Services

Simplicity Group Holdings, Inc. acquired Breakthrough Insurance Group (BIG), a New Jersey-based full-service life, annuity, and long-term care insurance general agency. The acquisition integrates BIG into Simplicity’s distribution platform and names Tim Kelly as a partner to leverage Simplicity’s carrier relationships, products, and marketing and sales support.

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 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 Sinclair Financial Solutions

November 3, 2021

Financial Services

The Simplicity Group has acquired St. Louis-based Sinclair Financial Solutions, adding the holistic financial planning firm to its roster of partner distribution businesses. Owners Erin Sinclair and Donald Schneider will become partners with Simplicity and continue to serve clients under the Simplicity brand.

Simplicity Group Acquires Advisors Financial Group

February 3, 2021

Insurance

Simplicity Group completed the acquisition of Advisors Financial Group, an independent life and annuity insurance distribution business, effective February 1, 2021. Greg Patterson joined Simplicity as a partner and shareholder as part of the deal; Advisors Financial Group will operate as part of Simplicity’s distribution platform (the 19th organization to join).