NewsDialy
Simplicity Group, the Summit, N.J.-based insurance firm, has acquired Benefit Planning, Inc. (BPI), a Chicago insurance agency focused on protection solutions for high net worth and ultra-high net worth clients.
The transaction, announced June 29, 2026, also brings Bob Muzikowski into the Simplicity Group partnership.
is a Chicago-based insurance agency whose practice concentrates on two closely related client segments: high net worth individuals and ultra-high net worth individuals.
The agency delivers what the industry calls protection solutions — products designed to preserve and transfer wealth rather than simply replace income.
Keep reading