Simplicity Group acquires Wholehan Marketing

Simplicity Group agreed to acquire Wholehan Marketing. Reported deal value: Undisclosed. Status: Announced. Sector: Financial Services. Target headquarters context: Toledo, Ohio, United States.

This page summarizes publicly available information about the transaction as of 2026-02-10. Figures and status may change as filings and press coverage update.

Simplicity Group , a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Wholehan Marketing , 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