MARKETING
Seminars are paving a new path
While existing client business remains the largest contributor overall growth, the most meaningful gains year over year are concentrated in referrals and workshops, signaling a continued move toward relationship-driven and educational growth strategies. Educational and event-based channels continue to gain traction, with dinner seminars (12.9%) and workshops (12.2%) together accounting for roughly a quarter of total production.
Reach out to your ADC to learn more about the Educational and Dinner focused seminars we have available. The Seminar season will be upon us soon, schedule your events now.
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
Oceanview Cap Lock
In today’s market, one of the biggest objections we face isn’t the annuity—it’s uncertainty. Oceanview’s CapLock FIA flips that conversation.
You’re not chasing a renewal cap every year. You’re locking the cap on day one — for the full 5- or 7-year surrender period.
That means:
- You can illustrate with confidence
- You can set realistic expectations
- And your client knows the rules never change mid-game
That’s powerful in a market where everything else is moving.
Contact your ADC to learn how this disciplined, client-friendly design helps you win the ‘safety-first’ conversation today.
OPERATIONS
Simplicity Agent Center Office Hours
Simplicity InsurMark will be hosting Simplicity Agent Center training for the next two Tuesdays at 3 pm central hosted by Pam Parks. We urge you and your staff to attend to ask any questions and see all of the new enhancements we have!
The next training events are scheduled for Tuesday March 3rd & Tuesday March 10th, both @ 3pm CST.
Reach out to your ADC for the Simplicity Agent Training link to attend.
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.