Simplicity Group Acquires Financial Security Associates

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).

Simplicity Group Acquires American Financial Network

April 20, 2021

Financial Services

Simplicity Group has acquired American Financial Network, a specialty life and annuity insurance distribution business, effective March 31, 2021. The transaction makes American Financial Network the latest distribution organization to join Simplicity's group of companies and brings Gregory E. Nemec and Greg A. Nemec in as partners/shareholders of Simplicity.

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 Sunderland Group

April 15, 2021

Financial Services

Simplicity Group has acquired Sunderland Group, a long-standing wholesale life and annuity distribution business, with the deal effective March 31, 2021. Brad and Derek Sunderland join Simplicity as partners and shareholders as part of the add-on acquisition to expand Simplicity’s national distribution platform.

Simplicity Group Holdings Acquires Fidelity Financial Group

March 31, 2020

Insurance

Simplicity Group Holdings has acquired Houston-based Fidelity Financial Group (FFG), an independent wholesaler of life insurance and fixed indexed annuity products, effective March 31, 2020. FFG will transition to the Simplicity Houston brand and its principals, Terry Feuchtinger and Reid Juul, join Simplicity as Principal Partners, expanding Simplicity's national insurance distribution platform and advisor-facing capabilities.

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.