Simplicity Group Acquires Benefit Planning, Inc.
June 29, 2026
Simplicity Group announced the acquisition of Benefit Planning, Inc. (BPI), a Chicago-based insurance agency serving high-net-worth and ultra-high-net-worth clients. The deal expands Simplicity’s capabilities in large-case protection strategies, and BPI founder Bob Muzikowski becomes Simplicity’s newest Partner.
- Buyers
- Simplicity Group
- Targets
- Benefit Planning, Inc.
- Industry
- Insurance
- Location
- Illinois, United States
- Transaction Type
- Buyout
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