Simplicity Group Acquires Element Insurance Partners

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 Northeast Brokerage

August 19, 2025

Financial Services

Simplicity Group Holdings has acquired Northeast Brokerage, a New England-based brokerage general agency (BGA) focused on point-of-sale solutions for financial institutions, P&C agencies, and independent advisors. The deal brings partners Rex Cretella, Mark Gage, and Mike Costello into Simplicity's partnership and expands Simplicity's presence in the New England market.

Simplicity Group Holdings Acquires Brokers Edge

March 26, 2025

Financial Services

Simplicity Group Holdings, Inc. has acquired Brokers Edge, a Lenexa, Kansas-based wholesaler specializing in traditional fixed annuities, fixed indexed annuities, and life insurance products. The deal brings Brokers Edge founder Rich Hellerich into the Simplicity partnership and expands Simplicity’s life and annuity distribution capabilities for advisors and their clients.

Simplicity Group Acquires Triton Brokerage Group

November 29, 2022

Insurance

Simplicity Group has acquired Triton Brokerage Group, a national distributor of annuity, life, long-term care, and disability insurance. Triton founders Bob Ogurcak and Matt Woodson join Simplicity as partners; the business becomes the 47th company in Simplicity's partnership to expand its distribution, point-of-sale and wealth channel capabilities.

Simplicity Group Acquires Eagle Team, LLC

June 7, 2022

Financial Services

Simplicity Group has acquired Eagle Team, LLC, an independent life and annuity sales and distribution organization, bringing five partners into the Simplicity partnership. Eagle Team will continue to run day-to-day operations while transitioning to the Simplicity brand to expand Simplicity’s annuity and wealth management distribution capabilities.

Simplicity Group Acquires Optima Financial & Insurance Services

March 8, 2022

Financial Services

The Simplicity Group has acquired San Rafael, California-based Optima Financial & Insurance Services, a life and annuity distribution firm founded in 2009. Jon Salomon and Greg Olson will join Simplicity as partners and continue to lead their office; Simplicity is a PE-backed platform sponsored by Lee Equity Partners.