Business
Simplicity Continues its Momentum with the Acquisition of Wholehan Marketing, Adding Chris Wholehan and Jessica Hernandez as the Group's Newest Partners
Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Wholehan Marketing ("Wholehan"), a brokerage general agency offering a diverse suite of financial products across life, annuity, DI, LTC and advanced market support with offices in Tampa, FL and Toledo, OH. This acquisition continues Simplicity's momentum and adds Chris Wholehan and Jessica Hernandez as new Partners. It
About this update from Simplicity Holding Ltd.
[{"type":"text","content":"SUMMIT, N.J., Feb. 10, 2026 /PRNewswire/ -- Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Wholehan Marketing ("Wholehan"), a brokerage general agency offering a diverse suite of financial products across life, annuity, DI, LTC and advanced market support with offices in Tampa, FL and Toledo, OH. This acquisition continues Simplicity's momentum and adds Chris Wholehan and Jessica Hernandez as new Partners. It signifies an expansion of Simplicity's offerings and reach, providing Wholehan's advisors with access to Simplicity's platform, marketing engine, and broad product suite.","length":766,"tagName":"p"},{"type":"image","alt":"Simplicity Group (PRNewsfoto/Simplicity Group)","displaySize":"","headline":null,"caption":"Simplicity Group (PRNewsfoto/Simplicity Group)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":89,"url":"https://media.zenfs.com/en/prnewswire.com/227a1bdba168b73fd407cc8e083d629e"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/9d8CagA_Q9H4CBzKOjgAzw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTE1NztjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/227a1bdba168b73fd407cc8e083d629e","width":400,"height":89}},"href":"https://mma.prnewswire.com/media/1422336/Simplicity_Group_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":""We are thrilled to welcome Chris and Jessica to the Simplicity partnership. This is a high-caliber team with a proven track record in life insurance, annuities, DI, and LTC, and they are eager to scale their impact using our platform," said Bruce Donaldson, Partner and CEO of Simplicity. "By integrating into Simplicity and utilizing our robust marketing engine, Wholehan's point-of-sale capabilities will expand, and its advisors will see immediate, tangible benefits for their businesses."","length":517,"tagName":"p"},{"type":"text","content":""Partnering with Simplicity Group marks a pivotal milestone for our team," said Chris Wholehan. "This move grants us access to an elite network and a broad product suite that will provide immediate advantages to our agents. By tapping into Simplicity's immense scale and collecti...