August 2022 Newsletter


August 2022

Simplicity News

Simplicity has finalized the following acquisitions:

  • Element Insurance Partners, welcoming Troy Woods as partner
  • Chesapeake Brokerage, welcoming Jeff and Marge Levy as partners
  • Life Policy Pros, welcoming Mike Kelly as partner
  • Simplicity also entered into a definitive agreement to acquire LifePro, and will add Heather Ultz and Ben Nejevans as partners

Upcoming Events

Next 30 Days

August 23-24

Allianz Life Event at Allianz HQ


August 25


September 5

Offices Closed

Next 60+ Days

September 8

ABLTC Recruiting Webinar


Register Here

September 15

Simplicity Annuity University


Register Here

September 28-29

Simplicity Life University

Top Producer Event


Social Media

Do you follow Simplicity Group on LinkedIn?
News releases, job postings, event photos, and  relevant industry articles are posted to like/share on your own personal pages.

Find Simplicity’s holiday graphics by clicking below – sized for LinkedIn and available for use on your personal page.

View the Gallery Here

Job Postings

Know anyone great who would be a fit at Simplicity?

Find our latest listings here.

IT Center

Reminder: It is against company policy and a security violation to share email passwords, to give your team member access to your computer/email, to work out of your team member’s email/computer. Additionally, computers are required to be locked when employees are not at their workstations.


Please reach out to:

Email [email protected]
Inside Simplicity Ext 1000
Outside Simplicity 201-987-4454


Reminder: The mandatory, annual HR & Compliance training sessions were due on August 1. If anyone has not yet completed the required courses and needs more time, please email Heather Peck and Samantha Boehm to request an extension.


For Simplicity team members who work with Broker Dealers:

The Financial Industry Regulatory Authority (FINRA) has advanced a long-awaited proposal to make it easier for Brokers to work from home without running afoul of supervisory rules. 

The rule proposal would allow a private residence to be considered a non-branch “residential supervisory location,” under certain conditions. 

FINRA said its proposal “creates an opportunity for continued innovation in workforce arrangements” while balancing potential compliance risks. For full details on the proposal, please click HERE.