Marketing
Turn Your Best Clients into Your Best Marketers
The most effective marketing strategy isn’t a flashy ad campaign, it’s the people who already trust you.
Client-referral events leverage this trust by encouraging your current clients to invite guests to exclusive, engaging gatherings.
Why Referrals Win:
- Many consumers value personal recommendations when choosing financial services.
- Referrals can be an effective way to connect with prospective clients who are seeking financial guidance.
- Building a practice through referrals can help foster long-term client relationships.
- Satisfied clients may be more likely to share their positive experiences with others.
The Power of the Event Strategy:
- Attracts pre-qualified leads: Your best clients will bring guests with similar financial profiles.
- Shortens the sales process: Built-in credibility eliminates the cold pitch.
- Deepens loyalty: Great experiences reinforce your current clients’ decision to work with you.
Simplicity offers extensive experience in helping agents design and execute custom educational and social events. We handle the heavy lifting so you can focus on building relationships, minimizing attrition, and closing warm leads.
Reach out to your ADC for more details on how we can help you plan an event.
Sales
Advanced Sales Training Nov. 17-19
Host Hotel: Atlanta Airport Marriott Gateway
THIS IS THE LAST ADVANCED SALES TRAINING OF THE YEAR. LIMITED SEATING
DO NO PROCRASTINCATE, PREPARE FOR 2027 BY ATTENDING THIS EVENT
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 that will drive success.
Reach out to your ADC for more information and to qualify for trip reimbursements.
Product
Corebridge: The Power Series of Index Annuities®
Introducing Progressive Trigger Because sometimes opportunity needs more time.
Turn market pauses into powerful client opportunities with the new Progressive Trigger strategy, available in the Power Select Builder fixed index annuity.
The Progressive Trigger Advantage:
- Capitalize on Flat Markets: Designed to capture growth potential even during periods of weak or flat market performance.
- Designed to Maintain Growth Potential: If the market dips and the trigger isn’t met, the built-in Memory feature retains that year’s eligible declared index interest percentage instead of abandoning it.
- Hold the Line: The starting index value remains completely unchanged throughout the term, maintaining a steady benchmark for recovery.
- Stack the Credits: The moment the index return hits 0% or greater, all eligible retained percentages are combined and credited to the contract at once for a potentially larger payout.
Equip your portfolio with a strategy that rewards patience and protects future opportunity. (Annuities issued by American General Life Insurance Company, a member of Corebridge Financial, Inc.)
Operations
Leverage the Simplicity Agent Center
Your Command Center for Success – Today Oct. 20th 1 pm EST
The Simplicity Agent Center is designed to help you work smarter, not harder, so you can serve your clients with unmatched efficiency.
With proprietary content, exclusive resources, and leading industry tools, we give you the resources to build, scale, and capitalize on your business, all in one place.
ForeLifetime Income Fixed Indexed Annuity is issued by Forethought Life Insurance Company / Global Atlantic Financial Group. Product features, rider fees, and availability vary by state.
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. 6035029-1026