Simplicity acquires Benefit Planning, adds Bob Muzikowski as partner
A Chicago-based insurance agency with a national practice serving high-net-worth clients joins Simplicity’s platform alongside its founder.
Takeaways
- Benefit Planning is a insurance agency providing estate planning, executive benefits, and wealth management for high-net-worth clients.
- Simplicity is acquiring Benefit Planning.
- The target serves high-net-worth individuals, families, and corporate clients across Chicago, IL.
Benefit Planning Inc., a Chicago-based insurance agency specializing in estate planning, executive benefits, and wealth management for high-net-worth clients, has been acquired by Simplicity, with founder Bob Muzikowski joining as a partner.
Founded by Muzikowski, the firm built a national practice focused on complex estate and legacy planning, retirement planning, wealth management and executive benefits.
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.” The acquisition aligns with Simplicity’s strategy of expanding through partnerships with established advisory firms that bring specialized expertise in key segments of the financial services market.
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