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Monday Minute – September 8, 2025 | Simplicity InsurMark

Monday Minute – September 8, 2025

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How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities

On September 17 @ 11 am CT, join best-selling author Patrick Kelly and David Foster, Director, Advanced Markets, for an insightful breakdown of the newly signed One Big Beautiful Bill Act (OBBBA).

This landmark legislation introduces notable tax changes that every financial professional should understand. Gain timely insights into what the OBBBA means for you, your clients, and how it can help unlock new opportunities to grow your business.

Register for this webinar

MARKETING

Bring your story to life with professional video.
Simplicity InsurMark offers professional video production to help you share your story, connect with clients, and promote your practice anytime. Using high-quality studio equipment, we provide both pre-approved and custom compliance-approved scripts.

Let us help you connect with clients anytime, anywhere—using studio-quality production that makes you look and sound your best.

Your Advisor Development Consultant will guide you with scripts, preparation tips, and strategies to get your video content in front of the right audience.

Video helps attract, educate and convert prospects faster while building and strengthening relationships.

Reach out to your Life or Annuity Advisor Development Consultant for more information and how to schedule your trip to Houston. Now is the time to prepare for 2026.

SALES

Life Insurance Sales Summit
Oct 21-22 or Oct 22-23 Registration open now.

Will Sell Out Fast! 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.

Ask your Advisor Development Consultant for more details as well as how Simplicity InsurMark can cover your travel expenses to these events

PRODUCTS

DirectGrowth Multi Year Guarantee Annuity™ Rate Change

The ​Guaranteed Fixed Interest Rate is increasing on the 5 & 7 Year terms to 6.00%.

The CAP Rate on the S&P 500 ®  1 Year Point-to-Point with 6 Year Guarantee CAP Rate, only available with the Enduris 6 FIA TM  remains available at 8.75%. 

Highlights Effective September 2, 2025

Reach out to your Annuity Advisor Development Consultant for a current rate sheet on all their MYGAs

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

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