Bruce Donaldson leads the corporate carve-out and sets the business strategy for the Simplicity Group.

Management reorganizes its protection-oriented business and adds meaningful independent advisor services.

Simplicity establishes a wholesale broker-dealer business and an accumulation-oriented life insurance business.

Simplicity completes two acquisitions.

Simplicity divests FFFC to Senior Market Sales.

Simplicity builds-out its fixed annuity business.

Simplicity completes four acquisitions.

Erin McCann, Mitch Leidner, and Christina Parker join Simplicity and, together with Heather Peck and Bruce Donaldson, form the initial executive management team.

InsurMark joins Simplicity adding premium marketing services.

Simplicity enters the top five group of financial distributors.

Simplicity builds out a full-service life business.

The Wealth advisory platform is established to support independent financial advisors with an integrated holistic planning offering.

Simplicity completes four acquisitions.

Simplicity successfully executes a recapitalization as 100% of Simplicity’s shareholder partners elect to roll all their equity into the next phase of Simplicity’s development.

As a part of the recapitalization, Simplicity launches its employee ownership program and welcomes new shareholders to the Partnership.

Simplicity completes four acquisitions.

The Wealth offering accelerates as Simplicity adds a new proprietary technology offering.

Simplicity becomes the acknowledged leader for business owners seeking the benefits of a market leading platform.

Simplicity completes 15 acquisitions.

The partnership momentum continues as Simplicity completes 20 acquisitions.

Simplicity adds Kai-Zen® to its offerings through its acquisition of NIW.

Simplicity establishes a retail broker-dealer offering with the acquisition of The Leaders Group which brings additional VUL expertise.

Simplicity acquires IDA, a leading IMO, as the Group establishes an unrivaled life insurance platform.

Simplicity acquires Lone Beacon, a marketing and data agency serving independent advisors and financial institutions.

Simplicity maintains momentum by acquiring another 20 businesses.

Simplicity LifeLink® launches through acquisition of Plum Life.

Simplicity joins forces with Protected Tomorrows to provide holistic financial planning to families dealing with special needs.