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The Simplicity Group of Companies

Simplicity Group Holdings

Simplicity Atlanta is a Principal office of Simplicity Group Holdings, a leading financial institution that specializes in providing independent financial professionals with best-in-class insurance, investment, and business development solutions. The organization is committed to supporting its Principal offices and their affiliated advisors in fulfilling their commitments to their clients and achieving their business targets through:

Premier Annuity, Life Insurance, and Wealth Management Solutions

Innovative Sales, Marketing, and Operational Strategies

Forward-Thinking Training and Education

Professional Execution and Support

By way of organic growth and the acquisition of top distribution and financial technology companies, Simplicity has become one of the largest organizations of its kind, with more than 200 team members and 13 offices, nationwide. Simplicity seeks to attract the industry’s best in advisors, leadership, talent, and future partners, so that it may continue to advance the way financial professionals succeed in business.For more information about Simplicity Group Holdings, please visit simplicitygroup.com.

Simplicity Atlanta Leadership

Jason Chaifetz
Principal

Jason Chaifetz joined Simplicity Group Holdings as the Principal of Simplicity Atlanta in July of 2017. Prior to joining Simplicity, he was a founding principal of WealthWise Partners, an IMO that specialized in serving independent financial advisors, agents, and brokers. Chaifetz has been involved in annuity distribution since 2005, honing his skills from recruiting and wholesaling to leadership positions. Widely regarded as an innovator in the industry, he introduced a new model of distribution to the independent space. As Principal of Simplicity Atlanta, Chaifetz provides vision and direction for the organization, as well as oversees the team of wholesalers. Jason earned his Bachelor of Science in Industrial Engineering from Georgia Institute of Technology.


Jamie Cline
Principal

Jamie Cline joined Simplicity Group Holdings as the Principal of Simplicity Atlanta. In this role, Cline is responsible for directing the sales and marketing team and overseeing business development for the organization. Prior to joining Simplicity, Cline was a founding principal of WealthWise Partners, an IMO that specialized in serving independent financial advisors, agents, and brokers. In 2017, WealthWise joined the Simplicity Group of companies as Simplicity Atlanta, to further its access to advisor resources and its national reach. Under Cline’s leadership, the organization continues to provide innovative marketing and business solutions. Cline has 16 years of experience in wholesale and retail segments of the financial industry. He is a graduate of the University of Georgia where he earned his Bachelor of
Business Administration.

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