Simplicity Group Holdings
Simplicity Group Holdings is a comprehensive wealth management firm that offers a range of financial planning services and operates over 70 sales offices with more than 1,000 employees.
Services
Simplicity Group Holdings offers a comprehensive wealth management platform named Simplicity Wealth. They provide holistic financial planning services, ensuring clients get well-rounded financial advice and solutions. The firm has directly contracted with all annuity and life carriers, allowing for a broad range of product options. They also partner with Protected Tomorrows to offer specialized financial planning services for families with special needs.
Products
Simplicity Group Holdings offers a proprietary technology solution called Simplicity LifeLink® designed for basic life insurance sales. This technology solution simplifies the life insurance purchasing process, making it more accessible and user-friendly for clients.
Operational Centers
Simplicity Group Holdings operates three operational centers, efficiently managing its wide range of services and subsidiaries. These centers play a critical role in the seamless execution of their comprehensive financial and wealth management services.
Acquisitions and Growth
Over the past eight years, Simplicity Group Holdings has completed over 65 acquisitions, significantly expanding its footprint in the wealth management sector. In the same period, they have onboarded over 200 shareholder-partners, demonstrating aggressive growth and strategic expansion.
Workforce and Sales Offices
Simplicity Group Holdings employs over 1,000 individuals, reflecting its large operational scale. They have over 70 sales offices across various locations, indicating a robust presence in different markets. This expansive network supports their mission to provide comprehensive financial planning and wealth management services.