Sales
Mini Audio Seminar Series Designed to Accelerate Client Engagement
Create Authority, Project Trust, Gain Clients
An Authority Positioning Portfolio® is designed to help elevate your marketing profile, enhance conversion opportunities with prospective leads, and streamline your seminar marketing efforts—helping you build professional visibility and trust.
- Podcast Interview & Press Coverage: Enhance your credibility by being featured on top business podcasts and leading online news affiliates (ABC, CBS, NBC, and Fox).
- Client Attraction: Gain exposure that resonates with affluent families and business owners.
Three program levels are available. Contact your ADC for details.
Sales
Introduction to Estate Planning for High-Net Worth Clients
Online Event: Nov 03, 1 PM EST
Join Simplicity’s Advanced Planning Team for a foundational webinar on estate planning.
This session will be an introductory level discussion on estate planning, lifetime wealth transfers, and basic trust planning topics. The goal is to provide agents with a core understanding of estate and wealth transfer planning along with best practices for agents seeking to incorporate estate and wealth transfer concepts into their insurance practice in coordination with clients’ independent legal and tax advisors.
Reach out to your ADC for additional information.
Product
Introducing Progressive Trigger with Memory
Because sometimes opportunity needs more time.
Progressive Trigger is a new index strategy available in Power Select Builder fixed index annuity, designed to help clients accumulate credited interest during periods of flat or declining index performance. Its built-in Memory feature can retain eligible declared index interest percentages when the trigger condition isn’t met, allowing multiple years to contribute to an interest credit when markets recover.
Reach out to your Annuity ADC for more information and illustrations.
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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FOR AGENT USE ONLY. NOT FOR CONSUMER PUBLIC DISTRIBUTION.
This email is intended exclusively for licensed insurance professionals and is provided for educational, marketing, and practice-management training purposes only. It does not constitute legal, tax, accounting, or investment advice.
Fixed indexed annuities, MYGAs, and optional index strategies (such as the Progressive Trigger with Memory) are insurance products issued by Corebridge Financial (American General Life Insurance Company) and other respective insurance carriers. Products, crediting methods, trigger rates, and features may vary by state and are subject to carrier availability and contract terms. Contractual guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurer. Index crediting strategies are not direct investments in any index, stock, or equity market. Past back-tested index performance is hypothetical, is shown for educational illustration only, and does not guarantee future results.
Estate planning and wealth transfer discussions provide general educational concepts; pursuant to IRS Circular 230, they cannot be used to avoid tax penalties. Insurance agents do not provide legal or tax advice; clients must consult an independent attorney or CPA. Third-party marketing packages, podcasts, and online media placements are coordinated by independent vendors. Network names and logos (ABC, CBS, NBC, Fox) represent media distribution and do not constitute an endorsement or sponsorship of Simplicity Group or any financial professional.
Power Select Builder is a fixed indexed annuity issued by American General Life Insurance Company (Corebridge Financial). Annuities are long-term insurance contracts designed for retirement income. The contract does not directly participate in any stock, bond, or index. Declared trigger rates and participation rates are set at the insurer’s discretion and may vary in future contract years. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurer. Products and features may not be available in all states.