Monday Minute – April 28, 2025

CD Rollover “Annuities vs CDs” Sales Kit

Target Low Hanging Fruit. (CDs, and MYGA money rolling over)

With an astounding $170 trillion in money in motion that is projected to be invested, liquidated, or passed down between 2022 and 2045, the easiest money to capture is the money rolling over the CDs at banks and money markets at brokerage firms.

Reach out to your Advisor Development Consultant for a copy of Simplicity InsurMark’s CD Rollover “Annuities vs CDs” Sales Kit.

Upcoming Sales Training events…. Mark Your Calendar

Simplicity Life Event in Minneapolis July 9 & 10 (this is filling up)

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.

Two Advanced Sales Training coming to Minneapolis
May 5-7 and June 25-27

• 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 Appointment

Ask your Advisor Development Consultant and or Life Advisor Development Consultant for details on how Simplicity InsurMark can reimburse you for your hotel and flight on all these upcoming training events.

Nationwide NewHeights Select is now offering their highest Guaranteed Income to date with the NewHeights Select product.

The NewHeights Select product has been the #1-sellling guaranteed income FIA seven years in a row and counting. 30% Income base Bonus + 9.5% Compounded Annual Roll-up for up to 12 years.

Call you Advisor Development Consultant for Transition Rules (a new application is needed for policies already issued and still within the free look period)

Simplicity InsurMark Operational Success Academy Live in Houston

Event Details

• Date: June 17th – 18th
• Location: Houston, Texas

Agenda Highlights

• Business Management Tips: From budgeting and goal setting to enhancing accountability and professionalizing practices.
• Social Media Marketing Strategies: Effective tips for marketing within the operational staff context.

Target Audience
This event is specifically designed for operational staff (not advisors).

Logistics
Advisors are responsible for travel arrangements to the hotel, while Insurmark will handle all other event-related needs.

Action Item
Contact your Advisor Development Consultant or Case Manager for registration details as well as how Simplicity InsurMark can reimburse you for your hotel and flights on this training event.

REGISTRATION NOW OPEN!