MARKETING
Mini Audio Seminar Series to Explode Client Acquisition
Get Authority. Get Trust. Get Clients.
An Authority Positioning Portfolio® Optimizes Your Current Marketing, Boosts Conversions of Purchased Leads, and Makes Filling Seminars a Breeze – So That You Go From Invisible to Invincible!
- Podcast Interview & Press Coverage: Enhance your credibility by being featured on top business podcasts and leading online news affiliates (ABC, CBS, NBC, and Fox).
- Client Attraction: Gain exposure that resonates with affluent families and business owners.
Three program levels are available. Contact your ADC for details.
SALES
Advanced Sales Training: Phoenix Nov. 13th and 14th
The Industry’s Top Sales Training Event
- 7 Key Modules to Sales Success
- Setting the Foundation for Sales Success
- Form Deeper Connections Through Storytelling
- Master the Art of Conversation by Building a High-Trust Environment: Refine Presentation Skills for Maximum Results
- Optimize the Principles of Retirement Planning
- Perfect the First Appointment Process
- Close the Deal at the Second and Third Appointments
Life Insurance Sales Summit – Oct 21-22 or Oct 22-23
The LAST Life Training Event of 2025
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.
Advisors who don’t use life insurance alongside annuities miss out on extra revenue, stronger client plans, and a way to stand out.
Ask your ADC for more details as well as how Simplicity InsurMark can cover your travel expenses to these 2 events. Registration now open.
PRODUCTS
When your retirement clients come in worried about the market, do you hear more about:
- recovering from recent losses,
- wanting guaranteed growth,
- or making sure their kids inherit more?
The SmartBoost Index Annuity was explicitly designed for such situations. For example:
- It provides a 40% guaranteed boost on premium (vested over 10 years) — top-tier
accumulation potential. - It guarantees a minimum 140% death benefit without the cost of life insurance.
- The boost can help clients offset market losses they’ve recently experienced.
- And for clients considering a Roth conversion, the 40% boost can effectively cover federal tax liability, even in the top 37% bracket
Contact Your Annuity ADC for a Roth Conversion proposal using this innovative FIA
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.