Simplicity Group Acquires Algren Associates

Simplicity Group Acquires Allegis Advisor Group

September 15, 2022

Financial Services

Simplicity Group has entered into an agreement to acquire Allegis Advisor Group, a Salt Lake City-based independent marketing organization that supports advisors in annuity, long-term care, disability, and life insurance sales. Allegis will join Simplicity as its 43rd partner, with founder Chris Miller and several leaders joining the Simplicity partnership while Allegis' day-to-day operations remain under its existing management team.

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.

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 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 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 Advisors Resource, LLC

August 9, 2021

Insurance

Simplicity Group has acquired Minneapolis-based Advisors Resource, LLC, a marketing and distribution organization focused on life insurance, annuities and long-term care products. Advisors Resource’s principals Tim Mastel, Dave Wohlwend and Tom Burns join Simplicity as partners; the business becomes the 26th distribution company to join Simplicity’s partnership network.