MARKETING

#1 Tax Planning Software 5 Years Running. Built for Financial Advisors.

Simplifies and scale tax planning to save time, deliver more value, and win clients faster. They synthesize your clients’ financial documents to map where and how their money could flourish with Roth conversions, tax-efficient withdrawals, charitable giving, and more.

This software helps our advisors deliver the richest experience to their clients with the most complete suite of planning tools — all in a single platform.

Contact your Advisor Development Consultant to start your free trial today.

SALES

Upcoming Sales Training events

Simplicity Life Event in Minneapolis July 9 & 10

This summit covers marketing, underwriting, and advance markets, showcasing the systems, processes, and resources available to grow your life business. Learn from best-selling author Patrick Kelly, and see demos of LifeLink and Ensight—proprietary software designed to shorten the life insurance sales process. This event brings together all 77 offices to share best practices from Simplicity, the nation’s #1 life IMO.

Advanced Sales Training in Minneapolis June 25-27th: The Industry’s Top Sales Training Event

  • Master the Art of Communication,
  • Refine Your Presentation Skills,
  • Perfect the First Appointment Process,
  • Close the Deal at the Second and Third Appointments

These are live events.

Ask your Advisor Development Consultant for details on how Simplicity InsurMark can reimburse you for your hotel and flight.

PRODUCTS

Lincoln Financial

Does your index annuity have a 78% success rate since inception?  It’s all about simple & strategic allocation.

A strategic blend of Lincoln’s Trigger & Participation accounts would have averaged 6.8% returns over the past 15 years – and it’s helping advisors win more business.

Join us on April 1st at 11:00 AM Central for a 30-minute Product Spotlight to learn more.

Register for this webinar

OPERATIONS

Internal Resource for Hiring

If you are looking to add Strategic Talent to your team, finding the RIGHT talent starts with defining the RIGHT role.

We have access to a Global Talent Attraction and Recruitment Marketing Strategist dedicated to helping businesses build strong, effective teams by guiding them through the complete hiring process and optimizing employee development. Her services ensure that companies attract and select quality talent and foster their growth and success within the organization to produce fulfilled and successful teams.
Hiring the right talent requires talent. Leverage Simplicity InsurMark’s relationship with our consultant to help you hire qualified talent for your team.

Contact your Advisor Development Consultant for more information.

Reminder:
Simplicity InsurMark Operational Success Academy
Focus: For operational staff only (not advisors).
Live in person event in Houston: June 17th – 18th
Reach out to your Advisor Development Consultant or Case Manager for registration details

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