Marketing
SWAG Coaching & Tax Course
THIS IS A FIELD-TESTED SYSTEM BULT INSIDE A REAL PRACTICE
Stop competing on product. Start winning clients with tax estate, and retirement strategies they have never seen.
SWAG is a 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families.
“This is the most comprehensive thing I’ve ever seen…This is extremely impressive. I can’t imagine a better way to do it. I have no idea how massive and thorough this program was.” –RH
Reach out to your Advisor Development Consultant for compete details on how to secure a seat in the class starting August 26th.
Stop being seen as a salesperson and start being seen as the family’s most trusted advisor.
Sales
Transform Your Workflow: Online Event – August 11, 1:00 PM EST
Simplicity’s technology platforms are designed to help you work smarter, not harder.
Join us for this exclusive virtual event to see how our integrated digital tools can seamlessly streamline your entire sales cycle from quote to submission.
Attend to learn how leveraging Simplicity’s technology platforms allows you to:
- Centralize Your Workflow: Access production tracking, real-time updates, and robust sales tools via a single hub.
- Run and Compare Quotes: Evaluate multiple carrier options in minutes to confidently drive higher client conversion.
- Submit Business Seamlessly: Save time and effort by shifting your life and annuity cases to a fully digital experience.
- Leverage Inforce Data: Leverage inforce data to uncover new opportunities.
Reach out to you Advisor Development Consultant for more information and the registration link to this event.
Product
Securian Financial: Secure Link Chronic Illness Access
A potential solution for a common dilemma
When it comes to financially preparing for future health care costs, an annuity probably isn’t the first thought that comes to mind. But we’ve developed a potential solution for this common dilemma: SecureLink Chronic Illness Access, a fixed indexed annuity.
Now is a good time for clients to evaluate whether these opportunities align with their long-term retirement objectives.
Appeals to your clients who:
• Have concerns about paying for care in the event of chronic or terminal illness
• Want guaranteed death benefit growth, with the ability to grow their underlying contract value
• Seek flexibility — can access money for retirement, unexpected illness or leave a legacy for loved ones
SecureLink Chronic Illness Access provides:
- An Accelerated Death Benefit automatically included: 8% Roll-up to age 85 (maximum 200% of contract value)
- Ability to access the entire death benefit with no charges upon chronic (2 of 6 ADLs) or terminal illness- Death Benefit remains available for beneficiaries if never accelerated- Spousal continuation available •
** NO UNDERWRITTING, TWO KNOCK OUT QUESTIONS
Allianz ABC
Limited time! Allianz Premium+ Event on Allianz Benefit Control+ Annuity starts August 11 to October 5, 2026 we’re offering a 35% PIV premium bonuson Allianz Benefit Control+® Annuity. That’s the highest premium bonus on Allianz Benefit Control+® ever!
Operations
Streamline your practice with one centralized command center.
The Simplicity Agent Center is a single-sign-on platform built to eliminate operational friction, reduce portal fatigue, and help you scale your book of business efficiently.
Here is how the platform optimizes your day-to-day operations:
- Total Pipeline Visibility: The My Business dashboard provides a real-time, consolidated view of all pending, paid, and in-force policies. You can instantly spot missing requirements and message case managers directly from the portal.
- Automated Revenue Triggers: The Inforce Action Center acts as your proactive servicing hub. It data-mines your book of business to flag actionable opportunities, such as term-to-perm conversions, annual reviews, and annuity rate improvements.
- Frictionless Quoting: Access industry-leading sales tools—including Simplicity LifeLink™ and Ensight’s IUL platform—through one seamless login. No more jumping between different carrier sites.
- Secure Team Delegation: Keep your credentials private while empowering your team. Proxy Access allows your administrative staff to seamlessly toggle into your account to run quotes, track cases, and manage submissions.
- Turnkey Resource Library: Instantly access product research, underwriting guides, and client-facing marketing materials organized by line of business.
- Mobile Operations: With the dedicated iOS and Android app, your practice goes wherever you go.
The Bottom Line: The Agent Center consolidates your tracking, quoting, and client servicing into a single workflow, allowing you to spend less time on administration and more time closing business.
If you do not have access to Agent Center yet, reach out to your Advisor Development Consultant for details.
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. 5833492-0826