MARKETING
Succession Planning Opportunities
Buy-sell agreements not only address succession needs, but also can create meaningful life insurance and planning opportunities.
Designing an Effective Buy-Sell Agreement takes a deep dive into considerations and best practices for designing an agreement that meets your clients’ specific goals.
Reach out to your Advisor Development Consultant for our report that covers various issues around the topic of Buy-Sell Agreements.
SALES
Simplicity Sales Summit: March 18-20, Dallas, TX
Leverage our industry’s leading distribution platform to grow your business enhance client value, and scale without limits.
“Join industry experts to master cutting-edge sales and retention strategies. Discover why Simplicity is the premier partner for holistic planning, bridging the gap between wealth accumulation and protection to drive lasting success for your clients.”
Don’t miss this opportunity to build valuable connections, unlock true potential and scale without limits. Contact your Advisor Development Consultant to learn how you can register.
PRODUCTS
A NEW Protection Tool for Today’s Planning Conversations
Lincoln WealthProtector℠ IUL gives you a new way to lead with protection while keeping meaningful upside potential — a powerful combination for today’s market.
- Match no-lapse protection to real client goals with dialable guarantees
- Capture long-term growth potential using enhanced volatility-controlled indice
- Position protection-first strategies in a way that resonates right now
Turn this design into practical, repeatable sales conversations
Connect with your Life Advisor Development Consultant to see how to plug this strategy into your 2026 growth plan.
OPERATIONS
Simplicity Agent Center Office Hours
Simplicity InsurMark will host live training webinars on Agent Center weekly Tuesdays at 3:00 PM Central. Next training will be Tuesday Feb. 24th 3:00 PM Central.
The Simplicity Agent Center is designed to support agents and advisors actively working with Simplicity across insurance and securities.
Reach out to your Advisor Development Consultant for the training link.
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.