Simplicity Group Holdings Acquires Insurance Designers of America

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 Insurance Network America

June 15, 2021

Insurance

Simplicity Group announced the acquisition of Insurance Network America (INA), a longtime wholesaler of life insurance, annuities and small-group health insurance, with INA's founder Jerry Hartman transitioning into retirement and Lauri Beck becoming a partner and shareholder of Simplicity. INA will continue to operate from its Idaho and Minnesota offices while transitioning to the Simplicity brand and gaining access to broader product and distribution resources.

Simplicity Group Acquires Insurance Planning Advisors

October 6, 2025

Wealth Management

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.

Simplicity Group Holdings Acquires The Dempsey Companies

September 18, 2023

Insurance

Simplicity Group Holdings, Inc. has acquired The Dempsey Companies, a nationally recognized insurance brokerage comprised of Dempsey Associates and Dempsey Financial Network. Kay Dempsey and her team will join Simplicity as partners, enhancing Simplicity's life insurance distribution capabilities and expanding resources for financial advisors serving high-net-worth clients.

Simplicity Group Acquires Allegis Advisor Group

September 15, 2022

Financial Services

Simplicity Group has entered into an agreement to acquire Allegis Advisor Group, a Salt Lake City-based independent marketing organization that supports advisors in annuity, long-term care, disability, and life insurance sales. Allegis will join Simplicity as its 43rd partner, with founder Chris Miller and several leaders joining the Simplicity partnership while Allegis' day-to-day operations remain under its existing management team.

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.