Major IMO Simplicity Financial Adds Heft with Two Acquisitions
September 21, 2017 by Jay Cooper
One of the nation’s largest independent marketing organizations has added distributional heft, with the acquisition of two smaller IMOs. Simplicity Financial Marketing announced last week it has acquired both WealthWise Partners and Liberty Financial Resources.
“Simplicity Financial Marketing is growing rapidly and breaking new ground,” Simplicity’s CEO, Bill Malloy, said in a written statement. “We represent one of the top annuity, life insurance, and retirement solution companies in the industry—allowing us to bring an even stronger lineup of insurance and financial products to our customers.”
WealthWise Partners was founded in 2013, and is based in Atlanta. Cleveland-based Liberty Financial Resources has a longer history, dating back to 2000. With the addition of the two IMOs, Simplicity will have 175 employees spread across 12 offices. More expansion could be on the way.
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