Simplicity Group Acquires Disability Insurance Brokerage Truluma
March 22, 2023
Simplicity Group Holdings, Inc. acquired Truluma, Inc., a disability income insurance brokerage founded in 2000 that serves brokers nationwide. Founders Jeff Peterson and Jeff Kerns join Simplicity as partners; the deal expands Simplicity's income-protection distribution capabilities and provides Truluma with back-office, sales and marketing resources.
- Buyers
- Simplicity Group Holdings, Inc.
- Targets
- Truluma, Inc.
- Platforms
- Simplicity Group Holdings, Inc.
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Addon
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