Simplicity Acquires Leading Disability Insurance Brokerage Company Truluma And Welcomes Jeff Peterson And Jeff Kerns To Its Partnership
Simplicity Acquires Leading Disability Insurance Brokerage Company Truluma And Welcomes Jeff Peterson And Jeff Kerns To Its Partnership
03/22/23, 1:04 PM
Industry
financial services
Simplicity Group Holdings, Inc. ("Simplicity") today announced that it has acquired leading disability income brokerage company, Truluma, Inc. Founded in 2000 and led by Jeff Peterson and Jeff Kerns – both of whom become partners in Simplicity following this transaction -- Truluma serves brokers nationwide with income protection and asset protection solutions for their clients.
Company Info
Company info
The Simplicity Group is one of the nation's largest and fastest-growing financial product distribution companies, which has had 26 distribution businesses join its partnership. Each of Simplicity's operating businesses is directed by its local management team and benefits from access to Simplicity's group resources. Through partnership with top distribution organizations and technology companies, Simplicity seeks to provide compelling business solutions that will attract the industry's best leadership, talent, advisors, agents, and future partners.
Simplicity supports independent financial advisors and agents across the country with investment, annuity, and life insurance solutions with a focus on client education, consumer value and partnership. For more information about Simplicity, please visit: www.simplicitygroup.com