The Simplicity Group of Companies

Simplicity Group Holdings

Simplicity Des Moines 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.

Des Moines Leadership

Jon Davis
Principal

Jon Davis joined Simplicity Group Holdings in January 2019 as a Principal of Simplicity Des Moines, formerly Davis Life and Annuity. In this role, Davis oversees operations and finance of the business…

Jon Davis joined Simplicity Group Holdings in January 2019 as a Principal of Simplicity Des Moines, formerly Davis Life and Annuity. In this role, Davis oversees operations and finance of the business, and works closely with the underwriting division that manages the Innovative Underwriting Solutions life insurance TPA business. Davis has 37 years of experience in the insurance industry including operating insurance company business units, product development and M&A along with brokerage experience. Davis uses his actuarial background in life and annuity product development to support marketing incentive programs and provide technical product support for agents and staff. Davis is a Fellow of the Society of Actuaries, holds life and health insurance license as well as a series 65 license. He holds a Bachelor of Science Degree in Actuarial Science from the University of Iowa..

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Trent Davis
Principal

Trent Davis joined Simplicity Group Holdings in January 2019 as a Principal of Simplicity Des Moines, formerly Davis Life and Annuity. Davis oversees the sales, marketing and client acquisition facets of the business. Davis is also responsible for…

Trent Davis joined Simplicity Group Holdings in January 2019 as a Principal of Simplicity Des Moines, formerly Davis Life and Annuity. Davis oversees the sales, marketing and client acquisition facets of the business. Davis is also responsible for designing marketing and advertising campaigns, as well as, sales concepts, and lead generation strategies for both annuity and life products. Davis is licensed in life and health insurance and has served as a board member of several marketing organizations. He holds and Bachelor of Science Degree in Marketing from Indiana University’s Kelly School of Business and minored in Psychology.

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