Monday Minute – May 5, 2025

Grow your Business with Simplicity Marketing

4 Ready to Launch Prospecting Programs.

• Maximizing Social Security
• Principles of Retirement Planning
• Tax Diversification
• The Truth About Annuities

What’s Does Turnkey Mean?
We provide everything you need to succeed, including:

• Customized Event Materials
• Professional Planning
• Best Practices Coaching

Power Points, Work Books, Scripts and training videos included.

Achieve marketing success with Simplicity InsurMark’s proven 7-step workshop process to attract qualified, motivated clients.

Contact your Advisor Development Consultant for more information

Are you using Index Standard in your presentation process?

The Index Standard® uses plain, everyday language. Understanding indices should be intuitive, not require a dictionary or a PhD. We call this “approachable finance”.

The Index Standard ®  provides actionable insights that empower financial professionals to optimize their choices regarding indices and index-linked products. Whether you’re focused on annuities, structured products or ETFs, our unbiased perspective and data-driven assessments can help you navigate today’s complex index landscape and achieve success for you and your clients.

Built to make your life easier, our solutions allow for direct comparisons of indices and annuities. Not only do they help with identifying and allocating to the right indices, but they also streamline your marketing, due diligence and compliance processes.

We are invested in your success and act as your partner by providing high-touch onboarding and support. Our goal is to offer clarity through relevant data points that enable you to make informed decisions leading to superior outcomes.

Ask your Advisor Development Consultant to get a copy of the top performing FIA vol indexes through Q1 2025.

Revol One Financial, a new carrier backed by Axar Capital Management, offers a national platform and holds a B++ rating. They focus on delivering exceptional service and leveraging technology for quick, responsive experiences for agents and clients. They aim to differentiate themselves through their service-oriented approach and ability to quickly process business.

Product Lineup Includes:

1. Accelera Plus Multi-Year Guaranteed Index Annuity (MYGA):
   a. Offers a guaranteed fixed rate of 4% plus participation in S&P 500 growth (up to 60-70%).
2. Fixed Index Annuity with 16% Bonus:
   a. Provides a 16% bonus that vests over 10 years, along with enhanced
   participation options.
3. Direct Growth Fixed Annuity:
   a. Highly competitive fixed rates up to 6.05%, with optional riders available.
   Current MYGA Rates (as of April 29, 2025):
    3-Year: 5.85%
    5-Year: 6.05%
    7-Year: 6.00%

**Product update: North American Secure Horizon Premium bonus special will continue until further notice.
22% premium bonus on North American Secure Horizon SM Plus)Up to
15% premium bonus on North American Secure Horizon SM Accelerator

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!