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Summit-based Simplicity Group on Thursday said it 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 affiliate broker/dealer and registered investment advisory firm, also was included in the transaction.
Dennis and Denise Brown become Simplicity’s newest partners, and they will continue to run M&O’s day-to-day business activities.
Financial terms of the transaction were not disclosed.
“Dennis is an icon in our industry and exemplifies the same integrity and commitment to client service for which Simplicity has always been known,” Bruce Donaldson, CEO and president of Simplicity, said. “Under Dennis’ leadership, M&O has helped improve the businesses and lives of the advisers they serve with top-tier financial products, services and technology. With this partnership, we have onboarded the energy, skill and talent of the entire M&O team, as we become the single largest financial products distribution firm in America.”
“I am excited to enter our next chapter in partnership with Simplicity,” Dennis Brown said. “This group is comprised of the industry’s most trusted and talented leaders, some of whom have been my closest friends in the business for decades. We are committed to become the gold standard in the independent financial services industry — something Simplicity has sought to do from its formation years ago.”
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