Product Spotlight – Tuesday, June 3 at 11:00 AM Central

Our monthly Product Spotlight features Ibexis Life and Annuity. Ibexis index annuities are rapidly gaining popularity among advisors due to their higher growth potential. See why so many advisors are excited about these innovative annuities.

Register for this webinar

Advanced Roth Conversion Strategies – Thursday, June 5 at 3:00 PM Central

Join us with special guest Jeffrey Levine, CPA/PFS, CFP® as he shares his proven methods for bracket optimization, avoiding costly Roth timing mistakes, and uncovering hidden rollover assets. Plus, you’ll get practical tools like a ready-to-use Roth Roadmap and precise calculator inputs you can immediately implement.

Register for this webinar

MARKETING

Simplicity InsurMark’s Best-In-Class Marketing Team

Our team is dedicated to supporting your marketing goals with the utmost professionalism and expertise. Below, explore the range of services offered and tailored to maximize your business’ success.

Branding: In-house graphic design services at no cost to assist you with all your design needs. Services like but not limited to: Logo Creation, Branded Collateral, Turnkey Event Materials, and more.

Digital: Boost your online presence utilizing our in-house videographers and marketing team: Consumer Videos, Landing Pages, Websites.
Content: Comprehensive support for your online and video needs, providing ready-to-use content and assistance: Industry Articles, Consumer Facing Social Media, Scripting Support.

Prospecting: Turnkey presentations and prospecting programs, tailored to grow your prospect and client base with ease.

Reach out to your Advisor Development Consultant to schedule a one-on-one meeting with the marketing team to learn more.

SALES

2025 Long-Term Care Road Shows
In-person Lunch and Learns
Attend one of the live events and learn:

• Strategies to use an IRA to pay for Long-Term Care and create unlimited tax-free benefits for care.
• About a new instant decision tax-free LTC annuity solution available through age 87.
• Information on new pieces of tax legislation to encourage private planning to ease the burden on Medicaid.
• About a turnkey free lead-generation system that will help book more appointments on your calendar within 30 days.

Don’t miss this opportunity to learn from industry experts and stay informed on relevant topics in the LTC space.

Contact your ADC for details about when and where these events will be held.

PRODUCTS

Aspida Synergy Choice Income Improvements 5-30-25

Beginning May 30th, the benefit base bonus and roll up rate for the Synergy Choice Income will be increasing!
The new benefit base bonus level will increase to 26%
The new roll up rate level will increase to 12%
These improvements will help further the competitive positioning opportunities for guaranteed income with Aspida!

American National

New FIA from Anico coming soon.
The Smart Start Accumulator Series (For the SMART Advisor)

The Smart Start Accumulator Series features two single premium fixed indexed annuities; Smart Start Accumulator and Smart Start Accumulator Plus.

There are 3 versions of this product:

  • No bonus max accumulation
  • 14% bonus no fee
  • 20% bonus with 0.95% fee

BEST ENTRY WINDOW: If the index value drops at any point within these 90 days, it readjusts to the lower value, ensuring your client gets the best possible entry point. lower value, ensuring your client gets the best possible entry point.

  • All three growth options were designed using a Nobel Prize-winning portfolio allocation strategy.
  • UP TO A 20% PREMIUM BONUS

For complete details on either product, contact your ADC soon.

OPERATIONS

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!

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