Simplicity Group Acquires Triton Brokerage Group

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 Acquires Hancock Brokerage

September 7, 2023

Insurance

Simplicity Group Holdings, Inc. announced the acquisition of Hancock Brokerage, a Metairie, Louisiana-based life insurance brokerage led by Susan Cimini, who becomes a Simplicity partner. The deal brings Hancock's life insurance, annuity and life-settlement capabilities onto Simplicity's platform and is intended to expand the firm's product offering and distribution resources for advisors and agents.

Simplicity Group Acquires Disability Insurance Brokerage Truluma

March 22, 2023

Financial Services

Simplicity Group Holdings, Inc. acquired Truluma, Inc., a disability income insurance brokerage founded in 2000 that serves brokers nationwide. Founders Jeff Peterson and Jeff Kerns join Simplicity as partners; the deal expands Simplicity's income-protection distribution capabilities and provides Truluma with back-office, sales and marketing resources.

Simplicity Group Acquires Jurs Montgomery Brokerage

January 17, 2023

Financial Services

Simplicity Group has acquired Jurs Montgomery Brokerage, a brokerage general agency led by Justin Jurs and Chris Ronshagen that provides annuity, long-term care, life, and disability income products to independent producers. The deal brings Jurs Montgomery into Simplicity's partnership (its 49th partner) and gives the brokerage access to Simplicity's integrated platform, marketing resources, and back-office support.

Simplicity Group Acquires Chesapeake Brokerage

July 12, 2022

Insurance

Simplicity Group has acquired Chesapeake Brokerage, a Delaware-based life, long-term care and annuity distribution firm. The founders Jeff and Marge Levy will join Simplicity as partners and continue to run day-to-day operations while benefiting from Simplicity's product, marketing and back-office resources.

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.