Simplicity Group Expands Reach with Source Brokerage Acquisition in Disability Insurance
In a significant move that could reshape the landscape of disability insurance, Simplicity Group has acquired Source Brokerage, a firm based in Indianapolis known for its specialized expertise in the disability insurance (DI) market. This acquisition, announced on February 2, 2026, marks an important step in Simplicity's strategy to enhance its offerings and expand its national platform for disability insurance.
Simplicity Group, a holistic financial planning firm, prides itself on delivering a wide range of financial solutions by combining robust accumulation strategies with protective measures. The addition of Source Brokerage to the fold signifies a commitment to further strengthening its disability insurance services. According to Simplicity's Partner and CEO, Bruce Donaldson, the partnership aims to take the strengths of both entities and leverage them to provide greater value to partners and clients alike.
Source Brokerage has stood out in the disability insurance industry since its inception in 1992, focusing on providing comprehensive income solutions tailored for executive groups, individuals, and specialized institutional programs such as Graduate Medical Education (GME) and Guaranteed Standard Issue (GSI) accounts. The firm has built a strong reputation for its exceptional service and educational support designed to help brokers establish robust revenue streams in the DI market.
With Steve Crowe, the founder of Source Brokerage, joining Simplicity as a new partner, the initiative to integrate into the larger framework of Simplicity opens up numerous opportunities. Crowe expressed enthusiasm about the merger, stating that it aligns perfectly with their core values and enhances their service capability. He highlighted that by combining forces with Simplicity, Source Brokerage will gain access to a wider range of resources and an enhanced portfolio of products, thus creating a more substantial impact for their agents and clientele.
Simplicity’s approach is anchored in a client-centric philosophy, ensuring that all solutions provided meet the nuanced needs of various customers. This acquisition further emphasizes their commitment to education, value, and partnership in delivering top-notch financial products. By integrating the sophisticated service portfolio of Source Brokerage, Simplicity is set to offer an enhanced user experience with unique access to cutting-edge financial services tailored for DI, wealth management, life insurance, and annuity resources.
The evolving trends in the financial services industry indicate a growing focus on collaboration among firms to better serve clients in times of changing market dynamics. The acquisition reflects this trend, highlighting how strategic partnerships can lead to enhanced value propositions for clients. As Simplicity Group continues its rapid growth and adaption to the financial landscape, the company remains dedicated to its mission of working in the best interests of its clients while sustaining a solid commitment to quality at every operational level.
This acquisition is expected to not only solidify Simplicity's position in the DI space but also serve as a beacon for future collaborative ventures within the industry. As this partnership develops, advisors and their clients stand to benefit significantly from the broadened access to resources and expertise that is now available through Simplicity.
For further insights into the capabilities of Simplicity Group and their latest developments, interested parties can visit their official website or follow them on LinkedIn.
Simplicity Group, a holistic financial planning firm, prides itself on delivering a wide range of financial solutions by combining robust accumulation strategies with protective measures. The addition of Source Brokerage to the fold signifies a commitment to further strengthening its disability insurance services. According to Simplicity's Partner and CEO, Bruce Donaldson, the partnership aims to take the strengths of both entities and leverage them to provide greater value to partners and clients alike.
Source Brokerage has stood out in the disability insurance industry since its inception in 1992, focusing on providing comprehensive income solutions tailored for executive groups, individuals, and specialized institutional programs such as Graduate Medical Education (GME) and Guaranteed Standard Issue (GSI) accounts. The firm has built a strong reputation for its exceptional service and educational support designed to help brokers establish robust revenue streams in the DI market.
With Steve Crowe, the founder of Source Brokerage, joining Simplicity as a new partner, the initiative to integrate into the larger framework of Simplicity opens up numerous opportunities. Crowe expressed enthusiasm about the merger, stating that it aligns perfectly with their core values and enhances their service capability. He highlighted that by combining forces with Simplicity, Source Brokerage will gain access to a wider range of resources and an enhanced portfolio of products, thus creating a more substantial impact for their agents and clientele.
Simplicity’s approach is anchored in a client-centric philosophy, ensuring that all solutions provided meet the nuanced needs of various customers. This acquisition further emphasizes their commitment to education, value, and partnership in delivering top-notch financial products. By integrating the sophisticated service portfolio of Source Brokerage, Simplicity is set to offer an enhanced user experience with unique access to cutting-edge financial services tailored for DI, wealth management, life insurance, and annuity resources.
The evolving trends in the financial services industry indicate a growing focus on collaboration among firms to better serve clients in times of changing market dynamics. The acquisition reflects this trend, highlighting how strategic partnerships can lead to enhanced value propositions for clients. As Simplicity Group continues its rapid growth and adaption to the financial landscape, the company remains dedicated to its mission of working in the best interests of its clients while sustaining a solid commitment to quality at every operational level.
This acquisition is expected to not only solidify Simplicity's position in the DI space but also serve as a beacon for future collaborative ventures within the industry. As this partnership develops, advisors and their clients stand to benefit significantly from the broadened access to resources and expertise that is now available through Simplicity.
For further insights into the capabilities of Simplicity Group and their latest developments, interested parties can visit their official website or follow them on LinkedIn.
Topics Financial Services & Investing）
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