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Summit-based Simplicity Group announced Thursday that it has partnered with M&O Marketing, an independent insurance marketing organization in the fixed annuity, life insurance and long-term care markets. CoreCap, M&O’s affiliated broker/dealer and registered investment advisor, is also included in the transaction.
Dennis and Dennis Brown are new partners at Simplicity and will continue to run M&O’s day-to-day business activities.
Financial terms of the deal were not disclosed.
Bruce Donaldson, CEO and President of Simplicity, said: “Dennis is an icon in our industry and embodies the same integrity and commitment to customer service that Simplicity has always been known for.” We have helped improve the businesses and lives of advisors through service, technology, and technology. With this partnership, we bring the energy, skills, and talent of our entire M&O team to become the largest single financial products distributor in the United States. .”
Dennis Brown said, “We are excited to enter this next chapter in partnership with Simplicity.” “This group is comprised of the most trusted and talented leaders in the industry, some of whom have been close friends of mine in the industry for decades. We are committed to becoming the gold standard in the independent financial services industry. This is what Simplicity has been striving for since its founding several years ago.”
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