Simplicity Group Acquires Insurance Planning Advisors
October 6, 2025
Simplicity Group has acquired Insurance Planning Advisors (IPA), a specialist insurance planning partner serving large financial institutions and advisor channels. The acquisition strengthens Simplicity's point-of-sale insurance platform by bringing IPA's leadership team and planning capabilities into Simplicity's partnership model.
- Buyers
- Simplicity Group
- Targets
- Insurance Planning Advisors
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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