Simplicity Group, a provider of wealth accumulation and financial protection products, has acquired Benefit Planning (BPI), a Chicago-based insurance agency specialising in high-net-worth and ultra-high-net-worth client protection, with BPI founder Bob Muzikowski joining as the firm’s newest Partner.
Through the transaction, Muzikowski brings his firm’s specialisation in large-case protection strategies into Simplicity’s broader network, with BPI’s capabilities expected to bolster the group’s National Account team as it deepens its presence within financial institutions.
BPI provides clients across the country with services spanning complex estate and legacy planning, retirement planning, wealth management, and group and executive benefits. The firm’s founder, Muzikowski, holds a BA and MPA from Columbia University and has been consistently ranked among the leading advisors in the country throughout his career.
Simplicity partner and CEO Bruce Donaldson said, “We are thrilled to welcome Bob Muzikowski to the Simplicity Partnership. Bob has built an exceptional reputation as one of the country’s top advisors, and his deep expertise in serving high-net-worth clients will be a tremendous asset to our National Account team—particularly as we expand our support in financial institutions. BPI’s sophisticated approach to estate, legacy, and executive benefits planning aligns perfectly with our commitment to delivering holistic financial protection solutions.”
Benefit Planning founder and new Simplicity partner Bob Muzikowski said, “Joining Simplicity is an exciting new chapter for BPI and the clients we serve. Our focus has always been on providing high-net-worth individuals and corporate clients with specialized, large-case protection strategies. Partnering with Simplicity allows us to maintain that high-touch, tailored service while leveraging an unrivaled array of institutional tools and technologies to further secure our clients’ financial legacies.”
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