Monday Minute – October 21, 2024
Operational Success Academy
Our next Operational Success Academy starts tomorrow, October 22nd, and our Advisor Services team is ready to show your support staff the latest resources, best practices, and programs that Simplicity InsurMark has to offer. Register now and we’ll see you tomorrow at 2:00 PM Central.
Simplicity InsurMark Webinar with Katie Braden
Join us on Wednesday, October 23 at 11:00 AM CT when 18-year veteran of the financial planning industry and Founder of Advisor Video Marketing, Katie Braden, joins us and shares her love for financial planning and the transformative power of video and its use in marketing. Through her workshops and services Katy is here to show us how to use video to improve your client experience and expand your reach.
Advisor Growth Forum
Join us this Thursday at 12:00 CT for Simplicity’s Advisor Growth Forum where we will walk through effectively executing lead generation workshops to build client connections and close more appointments. Utilize our best practices to help grow your business. On this webinar we will cover our educational resources including strategic touchpoints, closing appointments and forming connections. Call your ADC for a registration link and details.
Breakthrough Advisor Podcast
Be sure to listen to our latest podcast with Mary Beth Franklin as she discusses strategies to optimize Social Security benefits and the potential legislative changes that could affect your clients’ financial futures. Listen in as she shares practical advice to help you stay ahead in a rapidly changing landscape, learn about claiming strategies and how to better advise clients.
Carrier Updates
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
MYGA Report
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.