Monday Minute – May 12, 2025

Generate New Business with Tax-Free Retirement Insights
As a part of its Tax-Free Retirement series, Simplicity has created a Tax Diversification and Retirement presentation for your clients and prospects.

Please join our webinar and hear from Simplicity Partner and best-selling author, Patrick Kelly, who will provide key insights to reducing future tax burdens and protecting retirement income. Simplicity agents can directly market this program to prospective clients and generate new business.

*Attendance required to opt in to this opportunity

This is an On Demand

Summer is a great time to Sharpen your Saw with 3 great upcoming Simplicity Events.

1. May 15th Integrate a Multichannel Marketing Approach
Businesses that adopt a multichannel marketing strategy experience a 91% higher yearly customer retention rate. Learn best practices and incorporation strategies for:

• Increasing brand awareness on social media
• Establishing your website as a lead generation tool
• Building client relationships with targeted emails

2. June 26-27: Agent Sales Training – Minneapolis
The Industry’s Top Sales Training Event
(Many of our top advisors have attended multiple times)
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.

3. July 9-10: Life Insurance Sales Summit – Minneapolis
Prospect. Sell. Retain. A Playbook to Life Insurance Sales Success

Join industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success.

Announcing a 21% First Year Premium Bonus

The optional Enhanced Bonus and Liquidity Rider (EBLR) raises our premium bonus to 21% on all first-year premiums made to AssetShield BONUS 10 FIA contracts, up from 14%. This extra boost increases the contract value from the start, helping increase potential growth over the length of the contract.

Two new products are launching and rates are increasing on Allianz Life Insurance Company of North America (Allianz) FIAs effective May 6, 2025. You can see the full details for each product by using the links below (no login required):

Allianz Benefit Control+ TM Annuity launch rates
Allianz 222+ TM Annuity launch rates

Reach out to your ADC for updated product brochures and illustrations.

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!