Simplicity Group Acquires Advisors Financial Group

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.

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 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 Financial Professionals Group

February 14, 2023

Financial Services

Simplicity Group has acquired Financial Professionals Group (FPG), an insurance marketing organization based in Foothill Ranch, California. The deal brings FPG's advisor-focused distribution and long-term care expertise into Simplicity's national financial product distribution platform and welcomes FPG leaders Lauren and Justin Wright as partners.

Simplicity Group Acquires Guardian Financial Group

May 6, 2021

Financial Services

Simplicity Group has acquired Guardian Financial Group, adding the specialized financial planning practice focused on religious leaders and their families to its group effective May 3, 2021. Guardian will rebrand to Simplicity, retain its offices in Mansfield, Texas, and Jerry Whitley joins as a partner and shareholder to expand Simplicity's distribution and advisory capabilities.

Simplicity Group Acquires Financial Security Associates

May 2, 2022

Insurance

The Simplicity Group has acquired Financial Security Associates (FSA), a Raleigh, North Carolina-based firm specializing in life insurance, annuities and disability income. FSA will transition to the Simplicity brand and be led by Paige Blair as a partner, becoming the 34th distribution business to join Simplicity's partnership.