Simplicity Group Acquires Optima Financial & Insurance Services

Simplicity Group Acquires Total Financial and Insurance Services

April 26, 2023

Financial Services

Simplicity Group Holdings, Inc. has acquired California-based Total Financial and Insurance Services. As part of the transaction, Total Financial principals Diana Greenberg, Scott Whitehead and Kimberly Fleming join Simplicity as partners and will continue to run the business to help expand Simplicity's national life insurance distribution platform.

Simplicity Group Acquires LifePro Financial Services

July 7, 2022

Financial Services

Simplicity Group has entered into a definitive agreement to acquire LifePro Financial Services, a San Diego-based distributor of life, annuity, long-term care and securities-based insurance products. LifePro's management team, including Heather Ulz and Ben Nevejans, will continue to run the business as partners within Simplicity's distribution platform to accelerate growth and expand service to independent financial professionals.

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.

Simplicity Group Acquires American Financial Network

April 20, 2021

Financial Services

Simplicity Group has acquired American Financial Network, a specialty life and annuity insurance distribution business, effective March 31, 2021. The transaction makes American Financial Network the latest distribution organization to join Simplicity's group of companies and brings Gregory E. Nemec and Greg A. Nemec in as partners/shareholders of Simplicity.

Simplicity Group Acquires Lenz Financial Group

April 13, 2021

Financial Services

Simplicity Group has acquired Lenz Financial Group, a Portland-based independent life, annuity and long-term care insurance distribution brokerage, in a transaction that closed effective March 31, 2021. John Lenz joins Simplicity as a partner and shareholder and Lenz Financial Group will transition to the Simplicity brand as part of the platform's ongoing distribution growth strategy.

Simplicity Group Acquires Advisors Financial Group

February 3, 2021

Insurance

Simplicity Group completed the acquisition of Advisors Financial Group, an independent life and annuity insurance distribution business, effective February 1, 2021. Greg Patterson joined Simplicity as a partner and shareholder as part of the deal; Advisors Financial Group will operate as part of Simplicity’s distribution platform (the 19th organization to join).