Simplicity Group Acquires PlanScope360

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 Acquires Keystone Benefit Group

October 21, 2021

Financial Services

The Simplicity Group acquired Atlanta-based Keystone Benefit Group, a specialist executive benefit consulting firm focused on tax-exempt and healthcare organizations. With the closing (announced October 21, 2021), Keystone principals David Falkenstein, Jeff Milstead and Michael Falkenstein join Simplicity as partners as Keystone becomes the 31st company in the Simplicity group.

Simplicity Group Holdings Acquires benefitRFP

September 11, 2024

Wealth Management

Simplicity Group Holdings, Inc. has acquired benefitRFP, Inc., a Sacramento-based provider of executive benefit plan solutions and related technology. As part of the deal, benefitRFP founder Bob Nienaber joins Simplicity as a partner; the acquisition expands Simplicity's product offerings and technology capabilities for institutional and advisor clients.

Simplicity Group Acquires Source Brokerage

February 6, 2026

Insurance

Simplicity Group, a holistic financial planning and advisor partner platform, has acquired Indianapolis-based Source Brokerage, a disability insurance specialist broker general agency (BGA). The acquisition expands Simplicity's national disability insurance (DI) capabilities and adds specialized institutional-market expertise (including GME and GSI programs), while Source Brokerage founder Steve Crowe joins Simplicity as a partner.

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 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.