Sales
Advanced Sales Training Jul 30-31, Minneapolis, MN
Advanced Sales Training Jul 29-31, Minneapolis, MN
This in-person event is designed for financial professionals looking to improve their overall sales proficiency.
From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process designed to help support your professional success.
Reach out to your Advisor Development Consultant for more information and to qualify for trip reimbursements.
Marketing
Simplicity Website Access
What do you have that is selling for you when you are not working?
Your business is unique, your story is personal and your website should reflect that. The first place a client or prospect will go to learn more about you is the internet. Your website should be designed to:
- Build credibility and trust
- Attract potential clients
- Enhance your online visibility
- Showcase your brand
- Provide a platform for ongoing communication and engagement with clients and prospects
Connect with your Advisor Development Consultant to discover how Simplicity’s experienced Marketing team can help you enhance your online presence with a strategic, professionally designed website that drives engagement and growth.
PRODUCT
Allianz 222+ PIV premium bonus ever: 52%
Don’t miss out on our Premium+ Event, offering a 52% PIV premium bonus rate on Allianz 222+ Annuity! Now through June 15, 2026 only.
Benefits beyond the higher bonus
Allianz 222+® Annuity goes beyond just offering a competitive bonus. In addition to providing retirement income, it also includes new features that offer clients more flexibility and control to adapt to their unique circumstances.
PLUS the same innovative benefits that helped make us an industry leader: Index Lock, Increasing income potential, Enhanced access, Indexing diversification
Reach out to your Annuity Advisor Development Consultant for complete details and illustrations.
Current MYGA Rates: https://insurmark.net/myga/
Operations
Simplicity Agent Center Tip of the Week
Visit the Inforce Action Center (under the My Business tab)
Here you will find ranked, actionable opportunities to engage your clients.
Easily identify policies exiting surrender, rate improvements, term conversions, or annual reviews. You can view specific policy details and even send automated email reminders to schedule your next check-in!
Should you have any questions, do not hesitate to reach out to your Advisor Development Consultant or Case Manager.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION. This informational training material is prepared exclusively for licensed financial professionals and insurance agents[cite: 3, 6]. It is not intended for distribution to the general public, nor may it be utilized in any consumer solicitation or client-facing capacity[cite: 3, 6].All advertised premium bonus metrics are subject to the specific terms, conditions, vesting schedules, and multi-year surrender charge periods of the underlying annuity contract issued by the carrier[cite: 3, 6]. Recommending a fixed indexed annuity or advising a client to liquidate a securities product requires an individualized suitability determination that may not be based on the compensation or bonus structure paid. Fixed indexed annuities are long-term insurance contracts designed for retirement income planning, are not bank products, and do not directly participate or invest in any stock market index or equity holdings. 5548438-0626