Business
Simplicity Group Acquires Source Brokerage, Expanding Collective Disability Insurance Resources and Specialized Institutional Expertise
Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Indianapolis-based Source Brokerage, LLC ("Source Brokerage"), a DI-specialist BGA. With this transaction, Simplicity welcomes Steve Crowe as its newest partner, further strengthening Simplicity's national disability insurance (DI) platform.
About this update from Simplicity Holding Ltd.
[{"type":"text","content":"SUMMIT, N.J., Feb. 2, 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 Indianapolis-based Source Brokerage, LLC ("Source Brokerage"), a DI-specialist BGA. With this transaction, Simplicity welcomes Steve Crowe as its newest partner, further strengthening Simplicity's national disability insurance (DI) platform.","length":487,"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 Steve and his team to Simplicity," said Bruce Donaldson, Partner and CEO of Simplicity. "Source Brokerage is an industry-recognized leader in disability insurance, specializing in complex institutional markets, including Graduate Medical Education (GME) and Guaranteed Standard Issue (GSI) business. The partnership expands Simplicity's collective DI scale while providing Source Brokerage's advisors access to Simplicity's extensive wealth management, life insurance, and annuity resources."","length":552,"tagName":"p"},{"type":"text","content":""Joining Simplicity is a fantastic next step in our continued growth," said Steve Crowe. "Our values and approach are incredibly well-aligned, and this partnership provides us with access to a vast network of resources and an expanded portfolio of products that will directly benefit our agents, advisors, and their clients. We're excited to leverage the collective expertise and scale of Simplicity to take our service offerings to the next level."","length":473,"tagName":"p"},{"type":"text","content":"About Source ...