simplicity - FinTecBuzz

Simplicity Continues its Industry-Leading Growth

May 22, 20204 min

Simplicity Group Holdings (“Simplicity “) is pleased to announce that it has added First Income Advisors, LLC (“FIA”), an independent financial marketing organization, to the Simplicity Group of companies and that it welcomes Mike Steranka and Brian Gengler as its newest Principals. FIA will begin its transition to the Simplicity Minneapolis brand effective immediately and will continue to support its clients with its leading mentor program: First Income Advisors Coaching Platform. “It’s an honor to have seasoned financial professionals like...

by PRNewswire

Insurance – Consumer Platform

Simplicity Acquires Fidelity Financial Group and Welcomes Terry Feuchtinger and Reid Juul

April 15, 20204 min

Simplicity Group Holdings (“Simplicity “) is pleased to announce that it has acquired Houston-based Fidelity Financial Group (“FFG”), an independent insurance distribution company, and that it welcomes Terry Feuchtinger and Reid Juul as its newest Principals. FFG will begin its transition to the Simplicity Houston brand effective immediately. “We are delighted to have Terry, Reid and their team as part of the growing Simplicity platform,” stated Bruce Donaldson, Simplicity’s President and Chief Executive Officer. “FFG has been a leader in providing...

by PRNewswire

Insurance

Simplicity Group Acquires PFG Marketing Group, Inc. and Partners with Mike Ford

November 2, 20193 min

Simplicity Group Holdings (“Simplicity”) is pleased to announce that it has acquired PFG Marketing Group, Inc. (“PFG”), an independent insurance distribution company founded in 1995, and that it welcomes Mike Ford as its newest Principal. PFG will begin its brand transition to Simplicity Glendale effective immediately. “Mike Ford and his team will be a great addition to the Simplicity platform,” stated Bruce Donaldson, Simplicity’s Chief Executive Officer. “PFG has a strong track record of providing financial professionals with some...

by FTB News Desk

Insurance

Simplicity Group Acquires Executive Brokerage Services

September 24, 20193 min

Simplicity Group Holdings (“Simplicity”) is pleased to announce that it has acquired Executive Brokerage Services, Inc. (“EBS”), an independent insurance distribution company founded over 35 years ago and that it welcomes Bernie Vukelich and Brian Lipinski as its newest Principals. EBS will begin its brand transition to Simplicity Pittsburgh effective immediately. “Bernie, Brian and the EBS team have built an outstanding business,” stated Bruce Donaldson, Simplicity’s Chief Executive Officer. “Their expertise in fixed annuities and life insurance, combined with...