MARKETING
Growing your Business with Simplicity Marketing part IV
As we approach the end of 2025 and making plans for 2026, I wanted to share some average results our agents are seeing with one of our seminar programs:
- Average Cost: $4,020
- Response Rate: 1.1%
- Average Registrants (buying units): 66
- Average Case Size $233k x 4.76 Average Submitted Apps
- Average Premium Written per Mailing: $1.1M
- Average Commission per Mailing: $72K
Advisors hosting 5 to 6 of these events annually can easily add $5–$7 million in additional annuity premiums to their current business. These programs generate highly qualified and motivated prospects who are eager to meet with you on a favorable basis.
If you have even the slightest bit interest in learning more about this opportunity, feel free to reach out to your ADC, they will be happy to provide additional details on how to successfully add seminars to your marketing playbook.
SALES
Advanced Sales Training: Phoenix: Jan 29-30th.
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
This is the event to attend to start your 2026 year with a bang.
Reach out to your ADC for complete details and to see if you qualify to attend.
PRODUCTS
Discover the top reasons to consider CareMatters® Annuity
Nationwide is an industry leader committed to providing flexible linked-benefit long-term care (LTC) solutions. Building on their innovation with LTC, they recently introduced a new addition to their CareMatters® suite of solutions: Nationwide CareMatters® Annuity.
CareMatters Annuity is an annuity-based linked-benefit solution with a simple product design that offers your clients:
- Triple or double their contract value for LTC coverage
- A triple-tax efficient LTC solution
- A streamlined underwriting process with no health interview
Reach to your Life or Annuity ADC and discover the top reasons to consider this product for your client’s LTC needs.
PRODUCTS
Tax Information
If applicable, 1099R, Fair Market Value (FMV), and Required Minimum Distribution (RMD) documents should be mailed to clients by Jan. 31.
- 1099R – Issued for distributions taken in 2025.
- FMV – Owners of qualified annuity contracts receive this letter.
- RMD – Owners of qualified annuity contracts are required to take their RMD by Dec.31 of each year. The amount needed to satisfy this requirement will be included on the FMV letter, and can usually be found on the carriers website.
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.