MARKETING

Lead Programs

If you’re looking to add a virtual component to your business, investing in high-quality leads could be the key.

Did you know that 51% of consumers consult both an advisor and the internet before deciding on an annuity purchase? With total non-variable deferred annuity sales reaching $288 billion last year, tapping into this market can significantly accelerate your growth.

Many advisors have found great success using leads—especially in the wake of COVID, when face-to-face meetings were limited. As a result, both clients and advisors have become increasingly open to virtual interactions.

That said, lead programs aren’t a one-size-fits-all solution. Success with leads often comes down to volume and consistency. It’s a numbers game, and it requires a slightly different approach and skill set compared to in-person relationship building.

Leads are available at a range of price points, making them accessible to a variety of marketing budgets. There are several reputable sources that can connect you with pre-qualified prospects actively seeking annuities or life insurance nationwide.

Contact your Advisor Development Consultant for a list of recommended companies that other advisors are using successfully to create new business opportunities.

SALES

Upcoming Sales Training events…..Mark Your Calendar, these sell out.

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 training events.

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

Ambitious wealth, life, and annuity advisors—it’s time to elevate your Social Security planning. Contact your Advisor Development Consultant today!

PRODUCTS

Allianz Benefit Control+ Annuity and Allianz 222+ Annuity

Starting May 6, Allianz will be refreshing their top-selling income FIAs. 1 Allianz Benefit Control+ TM Annuity and Allianz 222+ TM

These Annuities offer clients more flexibility and control than ever before, including:

  • New way for clients to access more of their annuity’s value sooner
  • New crediting innovations
  • New indexes for added diversification opportunities

Agents will be required to either take new or supplemental product training before submitting new apps.

Reach out to your Advisor Development Consultant for access to the Allianz Training Tracker.

OPERATIONS

Simplicity InsurMark Operational Success Academy
In person in Houston TX
Dates are: June 17th – 18th

  • Focus: For operational staff only (not advisors).
  • Logistics: Advisor gets their team member to the Hotel and Simplicity InsurMark handles everything else.

Contact your Advisor Development Consultant or Case Manager for more information. Registration now open!

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