Simplicity Group acquires Brokers Edge

Simplicity Group Holdings has acquired Brokers Edge , a national wholesaler focused on fixed annuities, fixed indexed annuities, and life insurance. With the acquisition, Brokers Edge founder Rich Hellerich joins Simplicity as its newest partner.

Brokers Edge brings more than two decades of experience and a strong reputation for advisor support. The deal strengthens Simplicity’s position in the annuity and life insurance market and aligns with its strategy to deliver client-focused solutions through a growing network of distribution partners

“Rich and his team have built a strong business and have a tremendous reputation in the annuity and life space, and a well-known dedication to providing advisors and their clients top-level service for over two decades. Their approach aligns with Simplicity’s commitment to working in our clients’ best interests, and we are thrilled to welcome Rich and the entire team to the organization.” – Bruce Donaldson, Partner and CEO of Simplicity.

“I have long admired the Simplicity team and could not be prouder to now be part of the nation’s fastestgrowing financial services organization. The depth and breadth of the company’s expertise and resources across life insurance, annuities, and securities, combined with the first-class professionals who make up the organization, made the decision to partner very easy. We are eager to work together to expand our life resources for our clients and build ‘One Simplicity.'” – Rich Hellerich.