Total Financial & Insurance Services

Total Financial & Insurance Services  (represented by Hales Securities, LLC) has been aquired by  Simplicity Group   -   April 2023

Dowling Hales acted as exclusive financial advisor to Total Financial & Insurance Services, Inc. in its sale to Simplicity Group Holdings, Inc. Founded in 1971 and headquartered in Culver City, CA, Total is a brokerage general agency (“BGA”) specializing in the national distribution of life, annuity, long-term care and disability insurance products to high, and ultra-high net worth individuals. Over the course of its 50+ year history, Total has evolved from a small regional player to a nationally recognized BGA, representing agents from nearly every state in the continental United States. The Company will continue to be led by President & CEO Diana Greenberg.

Target Company

Total Financial & Insurance Services

Acquirer Company

Simplicity Group

Acquisition Date

April 2023

Sector

Insurance

Industry

GA / BGA

Region

USA

State of Acquired

CA

Map

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Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance sector.