Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors

SAN DIEGO and SUMMIT, N.J., Feb. 18, 2026 /PRNewswire/ -- LPL Financial Holdings Inc. (NASDAQ:LPLA) ("LPL Financial" or "LPL"), a leading wealth management firm, and Simplicity Group ("Simplicity"), a leading insurance partner for advisors, financial institutions, and consumers, today announced a strategic agreement that will expand insurance capabilities and support for LPL advisors.

Effective May 1, 2026, Simplicity will become LPL's preferred Brokerage General Agency, providing advisors with advanced technology, comprehensive insurance resources, and elevated service experiences for clients seeking protection solutions.

Through this relationship, LPL advisors who choose to use Simplicity will gain access to a broad suite of offerings, including dedicated wholesale and point‑of‑sale support, fully integrated end‑to‑end solutions, and advanced planning expertise for high‑net‑worth clients.

"We regularly assess and evolve our ...

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