MARKETING
“From Overwhelmed to Outperforming”
Mark your calendars to join us on October 22nd for this upcoming webinar to learn more about steps advisors like you can take to reduce time spent on marketing. You’ll learn about how the tools and resources that the Simplicity marketing team has to offer can give you more time to focus on your clients and growing your business.
Contact your Advisor Development Consultant for how to get registered.
SALES
RMD Season is Here!
Required Minimum Distributions can be one of the most important conversations you have with clients this time of year. Whether you’re reviewing inherited IRAs, helping retirees avoid penalties, or uncovering new planning opportunities, now’s the time to reach out.
Don’t wait until December! Ask your Advisor Development Consultant about the latest strategies and tips for handling these meaningful client interactions before year-end.
PRODUCTS
Product Spotlight – EquiTrust
Join us on October 14th at 11:00 AM Central for a closer look at this new product opportunity designed to address your clients’ needs when it comes to growing and protecting their savings, including:
- 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
Register today and ask your Advisor Development Consultant for more information.
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.