Simplicity Group
Key Highlights
- Simplicity Group offers a comprehensive suite of financial products and services tailored to every phase of life.
- The company provides best-in-class and proprietary products in guaranteed income, life insurance, wealth management, and long-term care.
- Simplicity Group delivers extensive sales and marketing resources and training to help its partners grow their businesses.
- The company's mission is to empower financial professionals to provide the best possible service to their clients.
- Simplicity Group's vision is to be a leading provider of financial products and services, supporting the professional growth of its partners and the financial well-being of their clients.
About Simplicity Group
Simplicity Group provides holistic financial professionals and their clients with a comprehensive suite of products and services for every phase of life. The company offers best-in-class and proprietary products and operational support in guaranteed income, life insurance, wealth management, and long-term care. It also delivers sales and marketing resources and training to help its partners grow their businesses and serve their clients. Based in Summit, New Jersey, Simplicity Group employs 640 professionals.
Led by the hallmarks of education, value, and partnership, Simplicity Group focuses on delivering comprehensive financial services. The company's mission is to empower financial professionals to provide the best possible service to their clients. Its value proposition lies in its ability to offer a wide range of products and services tailored to different life phases.
Simplicity Group's operational strengths include its proprietary products and extensive training programs. These resources enable its partners to enhance their service offerings and achieve consistent business growth. The company's vision is to be a leading provider of financial products and services, supporting the professional growth of its partners and the financial well-being of their clients.
Company Facts
| Ownership Private Company |
| Funding Acquired |
Office Locations
- Summit, United States
Why Contact Simplicity Group?
B2B professionals would contact Simplicity Group for its comprehensive suite of financial products and services, extensive training programs, and proprietary resources that support business growth and client service excellence.
Who Should Contact Simplicity Group for Business?
Sales teams selling financial products, recruiters seeking roles in financial services, and partners offering wealth management and life insurance solutions should reach out to Simplicity Group.
Categories
- financial products
- wealth management
- life insurance
- guaranteed income
- long-term care
- sales training
- marketing resources
- business growth
- client service
- financial professionals
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Frequently Asked Questions
- What does Simplicity Group do?
- Simplicity Group is a provider of insurance, investment, retirement, and business development services, operating as a partnership with a culture of employee-ownership.
- How many employees does Simplicity Group have?
- Simplicity Group has approximately 640 employees.
- Where is Simplicity Group headquartered?
- The company's main headquarters is located at Kinross Lakes Pkwy, Richfield, Ohio 44286, US, with additional corporate presence in Summit, United States.
- What industry is Simplicity Group in?
- Simplicity Group operates in Financial Services, Wealth Management, Life Insurance.
- When was Simplicity Group founded?
- Simplicity Group was founded in 2016.
- Is Simplicity Group still active?
- Yes, Simplicity Group was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.
- How do I sell to Simplicity Group?
- Research Simplicity Group's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details. Learn how Data Surfer helps.
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Last verified: February 2, 2026
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