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Simplicity Group Grows with Wholehan Marketing Acquisition

In a bold move to expand its influence in the financial services sector, Simplicity Group has made headlines with the acquisition of Wholehan Marketing. This strategic step not only reinforces Simplicity's offerings but also introduces Chris Wholehan and Jessica Hernandez as the newest partners in the organization.

The Acquisition Details

Simplicity Group, known for its comprehensive approach to financial planning, has successfully incorporated Wholehan Marketing, a respected brokerage general agency with a strong presence in both Tampa, Florida, and Toledo, Ohio. This acquisition aligns with Simplicity’s overarching goal of delivering exceptional wealth accumulation and protection strategies to its clients.

Wholehan Marketing has been recognized for its diverse range of financial products, including life insurance, annuities, disability insurance, long-term care, and advanced market support. By joining forces with Wholehan, Simplicity is poised to enhance its product offerings and extend its reach within the financial advisor community.

A Warm Welcome

Bruce Donaldson, Partner and CEO of Simplicity Group, expressed enthusiasm about the addition of Chris Wholehan and Jessica Hernandez to the team, highlighting their exceptional track record in the industry.

“We are thrilled to welcome Chris and Jessica to the Simplicity partnership. This is a high-caliber team with proven expertise, eager to leverage our extensive platform to maximize their impact,” said Donaldson.

The integration of Wholehan's marketing strategies into Simplicity's operations is anticipated to bolster advisors' point-of-sale capabilities, offering them immediate benefits that can improve their businesses significantly.

Insights from Chris Wholehan

Chris Wholehan himself shared his excitement regarding this partnership, viewing it as a significant step toward enhancing the services offered to their clients:

“Partnering with Simplicity marks a pivotal milestone for our team. We gain access to an elite network and an expansive product suite, granting our agents immediate advantages as we leverage Simplicity's scale and collective insights to succeed in service delivery.”

This collaboration is set to establish new standards in service quality, allowing advisors to provide more comprehensive and effective solutions to their clients.

About Wholehan Marketing

Wholehan Marketing has long been a vital player amongst independent brokerage agencies, providing tailored case design, underwriting assistance, and strategic guidance to advisors across the nation since its inception in 1987. This authorized agency prides itself on its consultative approach and dedication to helping clients thrive in an increasingly competitive market. For more detailed information, you can visit their website: www.wholehan.com.

The Simplicity Group Overview

Simplicity is emerging as a formidable partner for advisors and financial institutions, dedicated to amalgamating wealth accumulation and financial protection methodologies to fulfill consumer needs. It is rapidly growing its footprint within the financial services industry, consistently providing unparalleled tools and technology designed to safeguard and grow wealth. With a commitment anchored in education, value, and partnership, Simplicity is designed to ensure that their operations always benefit their clients.

To learn more about Simplicity Group and their offerings, visit www.simplicitygroup.com and connect with them on LinkedIn.

Conclusion

The acquisition of Wholehan Marketing marks another significant chapter in Simplicity Group's journey of growth and innovation, illustrating their commitment to enhancing the value delivered to clients through strategic partnerships. The financial services sector is set to witness the positive impact of this collaboration, setting a remarkable precedent for the future.