MARKETING

Freedom360

Overview:
Freedom360 offers a fully managed marketing system designed specifically for financial advisors. It aims to help you build stronger relationships with clients and increase appointments from prospects without dedicating excessive time to marketing tasks.

Key Benefits:

  • Comprehensive Management: Freedom360 handles the entirety of your marketing efforts, allowing you to focus on your core business activities.
  • Relationship Building: The system is tailored to enhance client relationships, making it easier for you to engage and retain clients.

Next Steps:
To learn more about how Freedom360 can benefit your practice, reach out to your Advisor Development Consultant.

SALES

Retirement Analyzer

Overview:
The Retirement Analyzer equips you with the tools necessary to analyze retirement options effectively, ensuring that your clients feel secure in their investment decisions.

Features Include:

  • Software Training: Comprehensive training to help you utilize the tools effectively.
  • Virtual Track Training: Online training sessions to fit your schedule.
  • Content Library: Access to a wealth of materials to support your presentations.
  • Seminar Package: Ready-to-use seminar materials for client engagement.
  • Coaching Calls: Personalized coaching to enhance your skills.
  • Marketing Materials: Resources to help promote your services.

Contact Information:
For more information on the Retirement Analyzer, call your Advisor Development Consultant at 800-752-0207.

PRODUCTS

Global Atlantic – What’s New effective 3.31.25

ForeAccumulation II

  • Premium bonus going from 10% to 14% (Issues through age 85)
  • Increase “guaranteed” income builder benefit rider roll up rate from 10% to 15% for up to 20 years.
  • Increase income “Multiplier” benefit pre-activation factor from 1.25% to 3%

Income 150+ SE

  • Increase lifetime withdrawal percentages by 20 basis points.
  • Enhanced death benefit available through age 80.

Next Steps:
Ask your Advisor Development Consultant for an illustration and product brochure to explore these updates.

OPERATIONS

Simplicity InsurMark Operational Success Academy (In-Person)

  • Event Details:
    • Location: Houston, TX
    • Dates: June 17-18th
    • Focus: This academy is specifically for operational staff, not advisors.
  • Logistics:
    • Advisors are responsible for getting their team members to the hotel, while Simplicity InsurMark handles all other arrangements.

Incentives:
Details regarding post-event reimbursement will be provided soon.

Key Insight:
Remember, “The five most expensive words in the English language: ‘I can do it myself.’” As a busy business owner, delegating operational tasks is crucial for efficiency.

Contact Information:
For more details, reach out to your Advisor Development Consultant or Case Manager.

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