Merry Christmas from Simplicity InsurMark!

We take this time to gather and celebrate with friends and family, and we’re also looking forward to what’s in store for 2025. We’re committed to offering you innovative tools and resources, optimizing your marketing and sales processes, and bringing you the industry’s top product opportunities.

We also hope to see you throughout the year at our exclusive advisor events like the next Founder’s Club Experience or our annual Family Reunion. As always, reach out to your Advisor Development Consultant to learn more about what you can expect in 2025.

From all of us here at Simplicity InsurMark, we wish you a Merry Christmas!

PRODUCTS

New Product from Nationwide. Nationwide Heritage℠ Single Premium Whole Life

This new product offers your clients a quick and easy alternative to other investment options. It immediately maximizes excess funds, providing an income tax-free death benefit for their loved ones — all while maintaining control of their assets.

Nationwide’s automated application and simplified underwriting make it easy for you and your clients to partner with a company you both know and trust. A decision is available instantly.

Reach out to your Life Advisor Development Consultant for complete details.

OPERATIONS

Family Reunion 2025: SUN, SAND & SUPERSTARS!

Reminder: You have until June 30th to Qualify.

  • Susurros del Corazon in Punta Mita, Mexico
  • $ 4 million Annuity and or $ 300k Target Life Premium or combination of both.
  • Qualification: July 1, 2024 – June 30, 2025
  • October 12 – 16, 2025

MARKETING

CA has adopted the Best Interest Model Regulation effective January 1 st , 2025. 

All currently licensed advisors that have previously completed required suitability training have until July 1, 2025 to complete the new 8 hour suitability training course required by the state. New advisors will need to complete the new 8 hour course prior to submitting new business. The course is available on CE websites such as WebCE, and RegEd.

Reach out to you Case Manager should you have any questions.

SALES

Ask your Advisor Development Consultant how you can take advantage of the Year End Planning session to schedule all of your marketing for 2025 and to have a plan to make next year your best year yet.

Carrier Updates

Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents. 

Carrier Updates

MYGA Report

Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.

MYGA Report