Marketing
Tax Diversification and Retirement
Personalized, Automated Lead Generation Digital Marketing Program
Tax Diversification and Retirement is a first-of-its-kind, turnkey marketing and lead-generation digital program designed to generate qualified prospects and secure appointments with minimal lifting from the agent.
The program offers automated digital marketing to generate qualified leads through social media, emails, texts, webinars, and personalized landing pages, all managed by Simplicity. It features exclusive client presentations with Patrick Kelly, customized materials, and appointment scheduling tools, aiming to increase inbound leads and streamline agent outreach with minimal effort.
Why utilize this program?
- Turnkey Educational Marketing
- Professional and Unified
- Lead Generation
- Lead Conversion
Have any questions? Reach out to your ADC for personalized assistance.
Sales
Advanced Life Sales Forum
In Person Event: Oct 28 – Oct 29 Marina Del Rey, CA
Join Simplicity in Marina del Rey!
This high-impact event is designed for top-tier agents looking to elevate their business through advanced strategies, expert insights, and measurable results. You will gain direct access to industry leaders and walk away with actionable tactics you can implement immediately.
What You Can Expect:
- Expert Insights – Learn from top industry leaders on current economic trends and proven brand-building strategies for long-term success.
- Advanced Planning – Master complex topics including trust structures, HNW client acquisition, and leveraged life insurance in today’s interest rate environment.
- Actionable Tactics – Gain key strategies for effective “Tax-Free Retirement” storytelling and penetrating professional markets (Estate Planning Attorneys, Family Offices, and CPAs).
- Innovative Technology – Discover how to leverage AI to simplify your business and maximize your efficiency using Simplicity’s proprietary tools and solutions.
- Networking Opportunities – Connect with peers, mentors, and industry leadership.
Don’t miss this opportunity to build valuable connections, unlock your true potential, and scale your business. Contact your ADC for Additional information as well as the registration link for this event.
Sales Growth and Strategy Series
Unlocking Dormant Capital: How to Turn Idle Cash into Active Client Appointments Virtual Event: Wednesday, September 23, 2026 at 11:00 AM CT
Many agents face a hidden growth drain in their practice: clients sitting on large pools of aftertax cash and maturing bank CDs.
The reason why clients haven’t moved those funds is often the same:
- “I’m under 59 ¹⁄2 and don’t want the IRS 10% early withdrawal tax penalty.”
- “I want a better guaranteed rate, but I refuse to lock my money up strictly for retirement.”
So the money sits. Earning low yields. Facing tax drag. Waiting for a flexible alternative.
Join Simplicity Insurmark for a Sales Growth and Strategies masterclass on Unlocking Dormant Capital: How to Turn Idle Cash into Active Client Appointments.
Product
Aspida Rate & Bonus Increase
Effective 9/22/26, Aspida will be increasing crediting rates for the Synergy Choice MYGA & FIA products as well as the premium bonus for the Synergy Choice Bonus!
Synergy Choice™ MYGA (Increase)
2, 3, 5, & 7-Year Rates (6.00% on the 5-year)
Synergy Choice™ Max (Increase)
5-Year S&P 500 1-Year Point-to-Point Cap Rates (10% on both 5 & 10-Year)
All Invesco QQQ Growth Index 1-Year Point-to-Point Cap Rates (15%)
All Invesco QQQ Growth Index 2-Year Point-to-Point Participation Rates (120%)
Synergy Choice™ Bonus 10-Year Premium Bonus Update
Beginning September 22, the standard Premium Bonus for issued
- 10-Year Synergy Choice™ Bonus contracts will be changing as follows. 10-Year Premium Bonus at Issue (excluding contracts issued in CA):
- Age 18-75: 18%
- Age 76-80: 15%
Please note that this change will apply ONLY to applications submitted on or after 9/22/2026. Applications submitted before 9/22/2026 will be issued with the 10-Year Premium Bonus of 17% for Ages 18-75 and 14% for Ages 76-80.
Operations
Agent Center Personalized Coaching
Do you have questions about leveraging the Simplicity Agent Center platform? Or maybe you have office staff that need a little coaching on its use? We now offer one-on-one coaching and guidance in understanding and leveraging this tool in your practice. The benefits are real.
Ask your ADC to help you in scheduling time with our in-house Agent Center Coach.
1 Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Surrender charges and rider fees may reduce principal.
Bonus annuities generally include higher and longer surrender charges, lower renewal rates, lower caps, and other restrictions that are not included in annuities that do not have bonuses. Annuities are designed to meet long-term needs for retirement income. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
This information is provided as general information and is not intended to be specific financial guidance. 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. 5948175-0926