Sales Growth and Strategy Series
Most of your clients will have a need for long-term care in the future, but not all have a plan to cover the cost. There are many strategies to help clients cover long-term care expenses, while still keeping their financial plan on track.
In this webinar, learn how top producers are turning the need for long-term care into new review meetings, 1035 repositioning cases, tax-free LTC leverage and multi-line planning conversations.
Sign up today and join us live on Wednesday, March 11, 2026 at 11:00 AM Central.
MARKETING
How to Effectively Tell the Tax-Free Retirement Story
Patrick Kelly: Bestselling author and Simplicity Partner
Simplicity’s Tax-Free Retirement program is a masterclass that equips advisors with the skills to effectively communicate potential retirement risks and suggest optimal solutions to clients.
Give clients and prospects access to powerful insights on reducing future tax burdens and protecting retirement income through syndicated webinar hosted by Patrick Kelly himself.
- Marketing tools and templates including turnkey Facebook ad packages are available to help drive attendance to the webinar.
- Participate in quarterly interactive virtual training with Patrick Kelly
- Get access to marketing videos, scripts, and templates to drive your lead generation efforts
Contact your Life ADC to learn how to add this powerful marketing program to your process 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
New Carrier with Annexus: Americo
Annexus and Americo have launched the NEW Benchmark Flex FIA suite, offering innovative growth opportunities with FIA innovations:
- Access to three benchmark indices: S&P 500®, S&P PRISM®, and S&P Distance Stabilizer.
- NEW! Locked Cap Ladder Strategy offers S&P 500 caps locked up to 10 years.
- Crediting strategies include Performance Trigger and Blended Performance.
- Designed for today’s clients seeking growth, protection, and predictability.
Contact your Advisor Development Consultant for rates, positioning ideas, and client opportunities.
OPERATIONS
Simplicity Agent Center Office Hours
Simplicity InsurMark will be hosting live training for your Simplicity Agent Center questions. We urge you and your staff to attend to ask any questions and see all of the new enhancements we have!
The next training event is scheduled for Tuesday March 10th at 3:00 PM Central.
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.