Monday Minute – July 7, 2025
MARKETING
Effectively Utilize the Most Efficient Form of Marketing
Referred customers are 4 times more likely to refer your brand to others.
92% of consumers trust the referrals or recommendations of people they know personally.
By leveraging the most efficient form of marketing, advisors can tap into their existing client base to generate new leads and grow their business.
Download this referral implementation guide:
- Deepen relationships with existing clients and generate referrals
- Empower clients to share your unique message
- Discover the best practices to host referral events
Reach out to you ADC to receive access to: The Referral Implementation Guide as well as access to the upcoming webinar on July 10th Effective Strategies for Optimizing Client Retention and Referrals
SALES
The Annuity vs Bond Smackdown with Dr. Michael Finke
Ready to punch holes in the ‘bonds-are-safe’ story? You do not want to miss this!
On July 9 @ 11 am CT, retirement-income heavyweight Dr. Michael Finke goes glove-to-glove in an Annuities vs Bonds Smackdown that will upend everything you thought you knew about “risk-free” income.
Cost of Missing It
Clinging to a 40% bond sleeve because “that’s what retirees do” gifts competitors an easy wedge and starves clients of the lifestyle they could enjoy right now.
PRODUCTS
Puritan Life Interest Plus Annuity 10 (FIA) Exclusive to Simplicity
First-of-its-kind “Guaranteed Accumulation FIA”— designed for steady growth.
- Only FIA with a 10-year fixed rate bucket and a 5% guaranteed rate.
- Combines MYGA-style fixed rate buckets with S&P 500 strategies.
- Daily interest crediting on fixed buckets—compounding starts immediately.
- 6.5% comp up to age 75 (even using it as a 10-year MYGA).
- No other 10-year MYGA offers this comp and 5% guarantee.
Simplicity InsurMark Monthly Product Spotlight on Puritan 11:00 CT July 8th
Too many features to list here, contact your Annuity Advisor Development Consultant for complete details
Carrier Updates
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
MYGA Report
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.