MARKETING
Why should I buy leads?
You should buy leads because it serves as a highly strategic tool to accelerate your client acquisition. Here are the primary reasons why it is beneficial:
- It Reclaims Your Valuable Time: By outsourcing top-of-the-funnel prospecting, you free yourself up to focus on high-value activities that actually drive revenue, such as conducting meetings, closing business, and servicing your existing clients.
- It Delivers Targeted, Pre-Qualified Prospects: Modern lead services do the heavy lifting of filtering individuals based on specific criteria that matter to your practice, such as investable assets, age, and specific financial needs.
- Prospects Have a Higher Intent to Act: These leads are often generated through inbound marketing. Because these individuals are actively seeking financial guidance, they are much more motivated and ready to act compared to prospects you might reach through traditional cold outreach.
Reach out to you Annuity or Life ADC for more information and the lead companies we recommend.
SALES
Simplicity Life Sales Summit – Minneapolis MN June 24-26
Prospect. Sell. Retain. A Playbook to Life Insurance Sales Success
Join industry professionals and leading producers at this dynamic event designed to equip agents with cutting edge strategies, established sales techniques, and client retention tactics that drive long-term success.
Agents who don’t use life insurance alongside annuities often 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 agents 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 now open!
PRODUCTS
Oceanview’s CapLock and Harbourview FIA products
We want to make you aware of upcoming updates to certain interest crediting rates for Oceanview’s CapLock and Harbourview FIA products.
Rate Changes Effective April 28, 2026
CapLock FIA
· 5-Year S&P 500 Annual Point-to-Point with Cap Rate Guarantee: Increasing to 8.25%
· 7-Year S&P 500 Annual Point-to-Point with Cap Rate Guarantee: Increasing to 8.25%
Harbourview FIA
· 3-Year Fixed Rate Strategy: Year 1 rate increasing to 7.50%
· 5-Year Fixed Rate Strategy: Year 1 rate increasing to 6.00%
Reach out to your ADC for complete product details and illustration.
OPERATIONS
Simplicity Agent Center: “My Business” Tab
Consider this tab your daily dashboard for managing the lifeblood of your business. It is broken down into three key areas:
- Policies: Track the status of your pending applications and issued business. You can easily run custom reports filtered by client name, carrier, or specific time periods.
- Inforce Action Center: Stay proactive with alerts on upcoming policy events. You will be notified about renewals, rate improvements, and the end of surrender periods so you can plan client meetings ahead of time.
- Contracting: Keep your credentials organized. Track your agent codes, effective dates, and the status of any pending carrier contracts you are adding to your roster.
The Takeaway: If it impacts your daily business, you will find it in the “My Business” tab.
Should you have questions or need assistance, reach out to your Annuity or Life Case Manager today.
The sales tools, platforms, and lead-generation resources provided are designed to support business development and do not guarantee sales or financial results.
5457216-0526a