We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (17,472)
  • Industry Conferences (3)
  • Industry Job Openings (3)
  • Moore on the Market (191)
  • Negative Media (139)
  • Positive Media (73)
  • Sheryl's Articles (650)
  • Wink's Articles (257)
  • Wink's Inside Story (230)
  • Wink's Press Releases (97)
  • Blog Archives

  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • August 2006
  • Simplicity Acquires Advisors Resource, LLC and Adds Industry Vets Tim Mastel, Dave Wohlwend, and Tom Burns as Partners

    August 10, 2021 by Simplicity Group

    SUMMIT, N.J.Aug. 9, 2021 /PRNewswire/ — Simplicity Group (“Simplicity”) today announced the acquisition of Minneapolis-based Advisors Resource, LLC (“Advisors Resource”), a leading provider of insurance, annuity and LTC products. Founded in 2006, Advisors Resource is the 26th distribution business to join Simplicity. As part of the transaction, Principal and Advisors Resource’s founder, Tim Mastel, Principal Dave Wohlwend, and Chief Growth Officer, Tom Burns, join Simplicity as Partners. Together they will continue the day-to-day management of the business.

    “Under Tim and Dave’s direction, Advisors Resource has built a strong reputation for outstanding partnership and service, in driving their agents’ businesses forward. By adding industry leader Tom Burns to an already strong team, Advisors Resource has accumulated a collective business acumen and customer-centric vision that aligns with Simplicity’s approach. We are thrilled to welcome Tim, Dave, Tom, and their teammates to Simplicity,” said Bruce Donaldson, President and CEO of Simplicity. “Their backgrounds and expertise — Tim and Dave who built the company focusing on the needs of the independent advisor, and Tom, with a comprehensive background in distribution and relationship management — will be invaluable to the continued success of our organization.”

    “Dave and I started out in this business together more than two-and-a-half decades ago, joining forces officially in 2008, and welcoming Tom in 2019. We have grown the business over the years by providing unique ideas and keeping a laser focus on service,” said Tim Mastel, Principal and Co-Owner of Advisors Resource. “Our team is excited to join the Simplicity Group and leverage all the company has to offer to continue serving our agent/advisor partners to the best of our abilities.”

    “One of the main reasons we are excited to be part of Simplicity is our shared dedication for our clients’ businesses and our drive to help them succeed,” said Dave Wohlwend, Principal. “Our team at Advisors Resource is second to none and we look forward to combining our talent with the resources of Simplicity to enhance the entire experience with our advisors.

    “I have known and respected the values of the Simplicity team for many years,” said Tom Burns, Chief Growth Officer of Advisors Resource. “I’m looking forward to this partnership, working together to drive continued growth for our combined organization.”

    About Advisors Resource LLC

    Advisors Resource, LLC is a results-driven marketing organization focused on helping independent agents and advisors increase their life insurance and annuity business. Learn more at www.advisorsres.com

    About Simplicity Group

    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

    MEDIA CONTACTS

     

    Denielle Webb

    Alex Timeus

    Simplicity Group

    Simplicity Group

    P: 347-204-7181

    P: 201-987-7176

    E: denielle.webb@simplicitygroup.com

    E: alex.timeus@simplicitygroup.com

    SOURCE Simplicity Group

    Related Links

    http://www.simplicitygroup.com

    Originally Posted at CISION PR Newswire on August 9, 2021 by Simplicity Group.

    Categories: Industry Articles
    currency