Simplicity Group Expands National Presence with CPS Horizon Acquisition and Welcomes Mike Smith

Simplicity Group Expands National Footprint

In a significant move to bolster its national presence, Simplicity Group has announced the acquisition of CPS Horizon Financial Group, a top brokerage agency based in Milwaukee. This acquisition not only enhances Simplicity's reach but also brings Mike Smith, a seasoned industry professional, into the fold as a new partner.

This deal marks an exciting chapter for both Simplicity and Horizon, reflecting their shared commitment to providing exceptional financial planning services. With a focus on life insurance, annuities, disability insurance, and long-term care solutions, CPS Horizon has built a reputation for offering comprehensive support to financial advisors through its advanced case development and marketing strategies.

Enhanced Services for Advisors

By aligning with Simplicity, CPS Horizon stands to benefit from a wider range of wealth accumulation and financial protection products. Simplicity’s extensive resources will enable Horizon's advisors to take advantage of proprietary lead-generation tools and advanced sales training, allowing them to deliver greater value to their clients.

Bruce Donaldson, Partner and CEO of Simplicity, expressed enthusiasm about the acquisition, stating, “We are thrilled to welcome Mike and the entire Horizon team to Simplicity. Mike has built an exceptional business centered around 'white-glove' service and deep technical expertise to the advisor community.” His sentiments echoed in Mike Smith’s comments, who noted that joining forces with Simplicity allows Horizon to leverage institutional scale and enhance value for the agents and advisors they serve.

A Seamless Integration

With Simplicity’s commitment to advisor education and holistic planning, the integration of CPS Horizon is expected to be seamless. This partnership not only emphasizes the importance of collaboration in the financial services industry but also highlights how firms can amplify their growth strategies through joint ventures and shared resources. As both companies share a vision centered on education, value, and client-centric strategies, stakeholders can anticipate robust growth in the years to come.

Who is CPS Horizon?

CPS Horizon Financial Group is distinguished in the financial sector for providing insurance and financial advisors with a wide-ranging portfolio of products while delivering a customer-centric, ‘white-glove’ service. The company excels in managing complex risk cases by combining personalized support with advanced technology solutions for quoting and underwriting. Their dedication to client service aligns perfectly with Simplicity’s mission to offer the best possible financial planning resources.

About Simplicity Group

Simplicity Group is a leading partner in the financial services sector, renowned for its unique combination of wealth accumulation and financial protection products. As one of the fastest-growing partnerships in the industry, Simplicity offers a wide array of innovative tools and technologies aimed at empowering advisors and clients alike. Through its steadfast commitment to working in the best interest of its clients, Simplicity continues to uphold its values centered around Education, Value, and Partnership.

Conclusion

As Simplicity Group embarks on this new partnership with CPS Horizon, the industry awaits the positive impact this will bring to those who rely on their services. By enhancing educational resources and expanding their service offerings, both firms are poised to guide clients through the ever-evolving landscape of financial planning, making strides towards achieving their long-term goals.

For further information on Simplicity Group and CPS Horizon, visit their respective websites: www.simplicitygroup.com and https://cpshorizon.com/.