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SUMMIT, N.J., March 8, 2022 /PRNewswire/ — The Simplicity Group (“Simplicity”), one of many nation’s main monetary merchandise distribution companies, at present introduced the acquisition of San Rafael, CA-based Optima Monetary & Insurance coverage Companies. The monetary providers agency, with a concentrate on Life and Annuity merchandise, is the 33rd firm to affix Simplicity.
With the profitable closing of this transaction, Simplicity welcomes Jon Salomon and Greg Olson as companions, each of whom will proceed to guide their workplace and serve their shoppers whereas transitioning to the Simplicity model.
“Jon and Greg are well-regarded within the business for his or her dedication to coaching and training, and the excessive stage of care they supply their agent companions,” stated Bruce Donaldson, President and CEO of Simplicity. “Simplicity’s values are properly aligned with Optima’s, and we stay up for aiding Jon and Greg as they proceed to construct on their sturdy basis by serving to brokers convey worth and safety to their shoppers, as they put together for, and enter, retirement.”
“Greg and I are thrilled to turn out to be a part of Simplicity Group and be part of such an exemplary crew of companions,” stated Jon Salomon, President, Optima Monetary & Insurance coverage Companies. “We’re excited to supply the brand new assets that include a Simplicity partnership, and we all know our brokers and advisors, along with the shoppers they serve, will probably be excited for future progress.”
Greg Olson, Vice President, Optima Monetary & Insurance coverage Companies added, “It’s clear why Simplicity is a frontrunner on this enterprise: the individuals they’ve assembled, the assets they’ve developed, and the worth they supply is unparalleled, and on behalf of all the Optima crew, we’re proud to be a Simplicity firm.”
About Optima Monetary and Insurance coverage Companies
Based in 2009, Optima Monetary & Insurance coverage Companies provides strong coaching and training, together with an array of life and annuity merchandise, to advisor companions.
About Simplicity Group
The Simplicity Group is among the nation’s largest and fastest-growing monetary merchandise distribution corporations, which has had 33 distribution companies be part of its partnership (together with Optima Monetary & Insurance coverage Companies). Every of Simplicity’s working companies is directed by its native administration crew and advantages from entry to Simplicity’s group assets. By partnership with high distribution organizations and expertise corporations, Simplicity seeks to supply compelling enterprise options that may appeal to the business’s finest management, expertise, advisors, brokers, and future companions.
Simplicity helps impartial monetary advisors and brokers throughout the nation with funding, annuity, and life insurance coverage options with a concentrate on consumer training, client worth and partnership. For extra details about Simplicity, please go to: www.simplicitygroup.com and comply with the Firm on LinkedIn.
MEDIA CONTACTS
Denielle Webb
Simplicity Group
P: 347-204-7181
E: [email protected]
Alex Timeus
Simplicity Group
P: 201-987-7176
E: [email protected]
SOURCE Simplicity Group
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