Ten Estate Planning Mistakes
Many families unknowingly rely on estate strategies that can lead to probate, increase tax bills, and leave assets vulnerable to outside threats.
Join us on January 28th at 11:00 AM Central for a look at the critical mistakes that can dismantle a legacy and actionable insights on how to protect your clients’ life work from unnecessary court interference and unintended beneficiaries.
2026 Taxes, Medicare and Benefits Update
The 2-page update contains information for people that are working, receiving Social Security benefits, receiving Supplemental Security Income (SSI), or are on Medicare
2026 Social Security Changes
Approximately 72.5 million Americans will see an increase in their 2026 benefits. What does this mean for your clients?
2026 Tax Summary Sheet
A concise overview of current tax rates, deductions, and key changes, to help you anticipate how these may impact your clients’ financial plans.
MARKETING
What process do you have to tell your story to top prospects and clients when you are not available?
Simplicity’s best-in-class Marketing Team is dedicated to supporting your marketing goals with the utmost professionalism and expertise.
Areas of focus: Branding, Digital, Content, Video, Events and Prospecting
Speak with your ADC to schedule a time to explore the range of services offered and tailored to maximize your business’s success.
SALES
Simplicity Life Insurance Sales Summit – Atlanta, Airport Marriott – February 4-5th
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.
Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
Ask your Life ADC for more details as well as how we can cover your travel expenses to this event. Registration closing soon.
PRODUCTS
Athene Performance Elite
What made Athene PE a fixed indexed annuity, 2023’s Deal of the Year?
The Athene Performance Elite is a highly-awarded fixed indexed annuity (FIA) known for its strong growth potential, principal protection, and flexible features like liquidity riders, earning accolades such as SRP’s Annuity Deal of the Year and recognition at the SPi USA Awards for being a top FIA.
3 terms lengths, 7 year, 10 year and 15 year.
3 Preset Index Blends Conservative, Balanced, Growth
6 bonus options as high as 27%
- Over $1BB in sales annually dating back to at least 2023.
- Participation Rates 96% renewed unchanged or within 10% of initial rate
- Can accept up to 6% net surrender in most states – large bonuses to offset
- Raw BNP had an annualized return of 4.87% over the last two years which with current rates would be a ~17% credit to the client
Consistently ranked as a top-selling annuity, praised for accumulation and flexible liquidity.
To learn more about the Athene Performance Elite Products, reach out to you Annuity ADC 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.