The entire Simplicity InsurMark sales team gathered in Houston for two days of training on the latest sales tools and technology from Simplicity Group. From our experienced veterans to our newest team members, we’re committed to refining our sales process to better serve you. Check out the highlights!
Marketing
Biz Bucks: Does your current IMO relationship reimburse you for all or part of your marketing expenses?
Biz Bucks Reimbursement Program
Growing your business requires investing in effective marketing solutions, and our Biz Bucks reimbursement program allows you to invest in your business at no additional cost.
The Fourth Quarter of the year is almost here and that means two things.
1. Review the last marketing efforts for the year, make sure all the final details are in place
2. Start planning your marketing for 2027 so you start with all the engines running hard.
If your current IMO is not investing in your business, let us.
Reach out to your ADC to learn more about this program and other opportunities Simplicity InsurMark has to help grow your business.
Sales
Simplicity LifeLink Webinar
Online Event – Sept. 3rd, 1 pm EST
Quote, Compare, and Submit in Minutes
The digital life platform provides advisors with an efficient way to sell Term and IUL Policies with ease.
Run and compare quotes from several different providers in minutes while confidently recommending solutions backed by our Simplicity Score.
Attend the webinar to learn how we can help you:
- Save time and effort in placing Term and IUL cases
- Impress clients with the ease and convenience of working in today’s digital world
- Research and get product details all in one convenient spot
Reach out to your ADC for more information or register for this event below.
Product
Talcott: A Strong Opportunity
New Talcott rates and enhancements could create even more opportunities for your clients.
Talcott recent enhancements to EverGuard® Assurance 10—and the new rates could create compelling new opportunities for your clients.
- 10% Premium Bonus on FuturePath (7% for issue ages 76+)
- FuturePath’s 15% Income Boost now available after 7+ years of deferral instead of 10+
- Updated EarlyPath income rates
- New Balanced Rate Guarantee and Equity Focused model portfolios
- Key changes to bonuses, income paths and guaranteed benefits
Be sure to check with your Annuity ADC should you have additional questions.
Operations
Simplicity Agent Center
Designed to streamline your workflow and consolidate your business into one central location.
- Comprehensive Business View: Track paid/pending policies and contracts across all product lines (Annuity, Life, DI, and LTC).
- Securities Visibility: Gain clear insight into Simplicity’s securities business offerings.
- Centralized Access: Enjoy single-sign-on entry to exclusive resources, proprietary content, and leading industry tools.
- Operational Efficiency: Everything you need to serve clients and scale your business, housed in one easy-to-use platform.
The Simplicity Agent Center is designed to support agents and advisors actively working with Simplicity across insurance and securities. If you are not using this tool in your day-to-day business, you need to schedule time with your ADC and learn how this will streamline your business as well as grow your business. Reach out to them today.
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.
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