On the Record · CNO Financial Group

CNO Financial Group acquisitions, on the record

The businesses CNO Financial Group bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

Business	Deal	When	Value
DirectPath, LLC (now known as Optavise, LLC) Word for word“In February 2021, we acquired DirectPath, LLC ("DirectPath", now known as Optavise, LLC ("Optavise") subsequent to its name change in April 2022), a leading national provider of year-round, technology-driven employee benefits management services to employers and employees.” 10-K for 2023	acquisition	In February 2021	—
DirectPath, LLC (now Optavise, LLC) Word for word“In February 2021, we acquired DirectPath, LLC ("DirectPath", now known as Optavise, LLC ("Optavise") subsequent to its name change in April 2022), a leading national provider of year-round, technology-driven employee benefits management services to employers and employees.” 10-K for 2024	acquisition	February 2021	—
Web Benefits Design Corporation ("WBD") Word for word“Another company acquired in 2019, Web Benefits Design Corporation ("WBD"), has been operating on an integrated basis with Optavise and was legally merged into Optavise during 2023.” 10-K for 2024	acquisition	in 2019	—
Web Benefits Design Corporation ("WBD") Word for word“Another company acquired in 2019, Web Benefits Design Corporation ("WBD"), has been operating on an integrated basis with Optavise and was legally merged into Optavise during 2023.” 10-K for 2024	merger	during 2023	—
DirectPath, LLC Word for word“In February 2021, we acquired DirectPath, LLC ("DirectPath", now known as Optavise, LLC subsequent to its name change in April 2022).” 10-K for 2025	acquisition	February 2021	—
Web Benefits Design Corporation Word for word“In April 2019, we acquired Web Benefits Design Corporation ("WBD"), which was subsequently merged into Optavise, LLC during 2023.” 10-K for 2025	acquisition	April 2019	—

Deal filings since 2016

2025-05-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2024-05-13 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2023-11-13 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2021-07-16 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-11-25 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-11-19 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-11-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2019-06-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2019-05-30 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2018-10-02 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2018-10-02 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
2018-08-02 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2017-10-16 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2017-10-04 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement

Read from CNO Financial Group’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-24. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.