summit new jersey, March 21, 2024 /PRNewswire/ — Simplicity Group (“Simplicity”) today announced that it has partnered with M&O Marketing (“M&O”), a leading 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 becomes Simplicity's newest partner and will continue to run M&O's day-to-day business activities. Financial terms of the deal were not disclosed.
“Dennis is an icon in our industry and embodies the same integrity and commitment to customer service that Simplicity has always been known for,” he said. bruce donaldson, President and Representative Director of Simplicity. “Under Dennis' leadership, M&O has helped improve the businesses and lives of advisors by providing leading financial products, services and technology. With this partnership, we will be able to bring together the energy, skills and talent of the entire M&O team. We're going to be the single largest financial products distribution company in America.”
“We are excited to enter this next chapter in partnership with Simplicity,” he said. Dennis Brown. “This group is comprised of some 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 the gold standard in the independent financial services industry. This is what Simplicity has been all about.'' Its formation was many years ago. ”
M&O is perhaps the oldest and longest-running independent insurance marketing organization.Founded in Metrodetroit Founded in 1976 as a regional long-term care brokerage, M&O has grown over 48 years into one of the nation's leading retirement products distributors. Today, M&O supports thousands of independent financial professionals nationwide through the most comprehensive annuity and life insurance products, advisory and investment services, and unrivaled creative and marketing propositions. doing. By partnering with Simplicity, M&O continues its mission to improve the businesses and lives of those we work with, including advisors, carrier partners, and employees.
About M&O Marketing
As a leading independent marketing organization, M&O Marketing offers the following services: We provide financial product support, innovative marketing and back-office services to thousands of independent financial professionals across the United States. Over his 48 years at M&O, he has earned a strong reputation among carrier partners and the independent financial services professionals he works with, and has achieved success by helping the people he serves. Learn more about. https://www.mandomarketing.com/.
About Simplicity Group
Simplicity Group is one of the nation's largest and fastest-growing financial products distributors. Each of Simplicity's operating businesses is led by a local management team and benefits from access to Simplicity's group resources. Through partnerships with top distribution organizations and technology companies, Simplicity aims to deliver compelling business solutions that attract the industry's best leaders, talent, advisors, agents and prospective partners. Simplicity supports independent financial advisors and agents nationwide with investment, pension and life insurance solutions focused on client education, consumer value and partnership. See below for more information. www.simplicitygroup.com Follow the company at linkedin.
Media Contact
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Deniel Webb simplicity group Phone: 347-204-7181 / Electronic: [email protected] |
alex timas simplicity group Phone: 201-987-7176 / Electronic: [email protected]
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SOURCE Simplicity Group Holdings
