Marketing
Lead Generation: Fuels the Sales Pipeline
Simplicity offers comprehensive lead generation, and prospecting programs designed to help you grow your business, educate clients, and deliver consumer value.
Why It’s Important:
Consistent lead generation strives to keep your opportunity list actively expanding. Strategic outreach also allows you to pre-qualify your audience based on their proven, measurable interest in your services before you even shake a client’s hand, helping to increase first appointments.
Consumer Workshops
- Four Unique, High-Demand Presentations
- Turnkey, Customized Event Materials
- Coaching from Marketing Specialists and Syndicated Partners
Digital Campaigns
- Real-Time Lead Delivery
- Targeted Social Media Posts and Email Sends
- Alignment with Respected Industry Professionals
- Personalized Video Messaging and Promotional Materials
How many new faces do you see on a weekly or monthly basis?
How many new prospects do you need to see annually to attain your sales plan?
Reach out to your Advisor Development Consultant for the answer to the second question.
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
Athene: Enhanced Premium Bonus rates up to 26% and 34%*
Enhanced Premium Bonus rates on Athene Performance Elite® 10 and 15, are ending August 6.
Now is a good time for clients to evaluate whether these opportunities align with their long-term retirement objectives.
To qualify for the increased Premium Bonus rates, applications must be signed on or before August 6, 2026,and received by Athene in good order no later than market close, 3 p.m. CT, on August 20, 2026.
This is your opportunity to connect with clients who want to protect retirement assets and pursue accumulation potential — while taking advantage of an immediate Premium Bonus to their annuity’s accumulated value.
Reach out to your Advisor Development Consultant for current illustrations and questions.
Operations
Simplicity Agent Center Tip Review: Using Inforce Action Center Inside Simplicity Agent Center
If you’d like to find the most recent additions to your Top Opportunities list, please see the red ‘New’ button down the left column. This identifies the newest actionable items on your opportunities list and keeps your list up to date with fresh client opportunities.
Should you have any questions, do not hesitate to reach out to your Advisor Development Consultant or Case Manager.
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. 5802875-0826