Simplicity Group Acquires Marketing Financial

November 3, 2022

Simplicity Group has acquired Marketing Financial, a Springfield, Missouri-based full-service wholesaling and brokerage firm led by Alan Lockhart, who joins Simplicity as a partner. The deal brings Marketing Financial into Simplicity’s partnership network and provides the firm access to Simplicity’s product bench, operational support and marketing resources to expand distribution of life insurance, annuities and related products.

Targets
Marketing Financial
Platforms
Simplicity Group
Industry
Insurance
Location
Missouri, United States
Transaction Type
Addon

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