Operations
Simplicity Agent Center Tip: Optimizing the Inforce Action Center
Here is a quick operational tip to help you get the most out of the Inforce Action Center and streamline your client communications.
The Quick Tip
Whenever you are reviewing client event notifications and see the “Add Email Address” prompt, be sure to enter your client’s current email address into the system.
What This Unlocks
By adding the email address directly into the notification, you enable the system to send personalized, customizable emails to your clients regarding important upcoming milestones. Use this feature to effortlessly notify clients about:
- Upcoming policy reviews
- Approaching surrender dates
- Life term conversion opportunities
The Bottom Line
Leveraging this built-in feature saves you valuable time on manual outreach while ensuring your client communications remain proactive, relevant, and highly professional.
Should you have any questions, do not hesitate to reach out to your ADC or Case Manager.
Marketing
Seminars are paving a new path
While existing client business remains the largest contributor to 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 and workshops 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
The Right Fit: Whole Life vs Indexed Universal Life…June 18th
As an insurance professional, you frequently face the challenge of determining whether Whole Life or Indexed Universal Life truly aligns with a client’s unique financial goals.
Join Simplicity Partners Brian Manderscheid and Todd Petit for an exclusive Insights webinar as they explore the strategic integration of Whole Life and Indexed Universal Life. Together, they will deconstruct the mechanics, challenges, and ideal applications of each product, equipping you with the insight to confidently deliver the right recommendation for every client scenario.
Reach out to your Life ADC for more information and how to register for the event.
Product
Equitrust: Participation Index Strategy
85% OF THE S&P 500 – NO DOWNSIDE RISK
It’s not magic, it’s the power of downside protection
When measured in 10-year increments over the past 25 years, the average annualized performance of a 50% participation strategy is equal to 85% of the average annualized performance of the S&P 500 index.
Source: PARTICIPATION INDEX STRATEGY MATHEMAGIC ET-SMB-FLR-MTHMGC (03-26) © EquiTrust 2026. All rights reserved.
F&G Annuity rates increasing
Effective June 9th
Current MYGA Rates: https://insurmark.net/myga/
Reach out to your Annuity ADC for complete details and illustrations.
This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation. 5581443-0626