If you haven’t checked it out yet, LifeLink makes it incredibly easy to position life insurance. It’s simple to use and delivers a 38% lift in client conversion. If you’re curious about how it can work for you, we’ve got a replay available on our Hubbard platform. Just reach out to your Advisor Development Consultant for access.

SALES

Simplicity Advanced Sales Training March 5-7th in Minneapolis
Setting the Foundation for Sales Success, Master the Art of Communication, Maximize your Event Marketing ROI, Perfect the First Appointment Process and much more. This event is highly recommend by all of those that have attended so far. Many have attended this training multiple times.

Reach out to your Advisor Development Consultant to see how you can qualify to attend. Event is filling up fast.

PRODUCTS

Right now, your clients can lock in a premium bonus of up to 22% with an A+ rated carrier—or 15% on the ‘no fee’ version. But don’t wait—this special increase is only available through February 28th.

Be sure to connect with your Advisor Development Consultant here at Simplicity Insurmark to get the details and check state availability.

MARKETING

Beyond Social Security Optimization: The New Rules of Retirement Planning

With Social Security reform on the horizon, the old playbook isn’t enough anymore. Advisors who want to stay ahead need a strategy for what’s next—not just maximizing benefits, but preparing clients for potential reductions, legislative shifts, and tax implications that could reshape retirement income planning.

That’s why we’re bringing in two experts at the forefront of retirement policy and planning:
• David Duley (PlanGap): Innovative solutions for filling income gaps if Social Security changes.
• Jeff Quigley (SEI Lifeyield): Advanced benefit modeling strategies to optimize client outcomes.

Save the date to join us for this exclusive session on February 19th!

OPERATIONS

Regulatory Training Deadlines – Suitability Regulations

  • California (CA): Advisors must complete the state-specific 8-hour training by July 1, 2025, to comply with the NAIC Model for Suitability.
  • Nebraska (NE): Advisors are required to finish the 4-hour training by May 15, 2025.

Ensure you meet these deadlines to remain compliant and continue serving clients effectively in these regions.

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