Monday Minute – March 16, 2026


MARKETING

Biz Bucks Reimbursement Program

Does your current IMO relationship reimburse you for all or part of your marketing expenses?

Growing your business requires investing in effective marketing solutions, and our Biz Bucks reimbursement program allows you to invest in your business at no additional cost.

Biz Bucks can be used to cover the cost of marketing tools and resources for your business such as Seminars, Leads, Websites Branding and more.

To learn more about our Marketing Reimbursement program and how to add this powerful marketing program to your process reach out to you Annuity and Life ADC today.


SALES

Two Great Training Events

Advanced Sales Training: April 16-17, Dallas, TX
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 may seem a long way off, but each of these Agent Sales Training events sells out.

Reach out to your ADC for complete details and to see if you qualify to attend.


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

Ready for a client maker?

Take a fresh look at the Oceanview Harbourview 3 Year FIA:

  • High-Yield Entry: A 7.00% Fixed Rate for the first contract year provides a strong head start on accumulation.
  • Diversified Indexing: Access to the S&P 500®, Nasdaq-100®, and Russell 2000® with 7.00% annual point-to-point caps
  • Short Term Guarantee: Only a 3 Year surrender

Contact your ADC for rates, positioning ideas and Illustrations


OPERATIONS

Simplicity Agent Center Training

For those that were unable to attend our Simplicity Agent Center Training sessions

There are three of the sessions recorded and available on demand.

We highly recommend you and your staff audit these sessions and learn how to submit e-apps and see all of the new enhancements that have recently been added.

Please reach out to your ADC for a link to the recorded sessions.


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.

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