Monday Minute

  • Monday Minute – May 19, 2025
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    MARKETING

    HUBBARD: The Industry’s Most Innovative Advisor Business Platform

    Hubbard is the advisor technology stack with the power to simplify your business. From FireLight electronic apps to Hubbard’s CRM-lite, just sit back and let technology simplify the work.

    Hubbard helps you manage your business at-a-glance with analytics and a business-tracking dashboard.

    • Your Business at a Glance Dashboard
    • Policy Holder Birthday’s
    • Policy Holder Anniversaries

    Taking just about everything we have learned in the last 40 years as a brand, pushing it into the future with new technology…that’s Hubbard.

    Contact your ADC to see how you can gain access to this Platform


    SALES

    Business Alpha Webinar: May 22nd 3PM CT

    The True Cost of Retirement: New Rules for a New Reality
    Presented by Dr. David Blanchett

    Join Dr. David Blanchett—one of the industry’s leading retirement experts—as he unpacks fresh, data-driven perspectives that’ll sharpen your edge and credibility with discerning clients.

    This session is crafted exclusively for ambitious, growth-focused advisors skeptical of conventional wisdom.

    Spaces are limited. Call your ADC to Reserve yours today and stay ahead of the curve.


    PRODUCTS

    Why Sell Standard’s Enhanced Choice Income Plus (ECI)?

    New Guaranteed Crediting Rates Including:

    • S&P 500 Cap of 7.50% on 5 and 7-year Durations
    • BofA Global MegaTrends 115% Par on 7-year, 110% on 5-year

    New Indexing Option

    • S&P 500 Dynamic Intraday TCA Index

    Legacy Max Death Benefit

    • 6% Compound or 200% Index Credits Annually
    • Full Payout at Death

    Contact your ADC for more details and illustration

    Annexus is unveiling a NEW North American IUL on May 22nd.

    Highest par rates in the industry between 240% to 410% with the HIGHEST guaranteed participation rates! 100% to 150% guaranteed participation rates.

    Contact your LIfe ADC at Simplicity InsurMark for more information.


    OPERATIONS

    Simplicity InsurMark Operational Success Academy Live in Houston

    This is a great opportunity for members of your support staff to sit and learn directly from our team of professionals. Case Managers from both Life and Annity team, as well as our VP of Advisor Services, and VP of Office Servies will be on hand as well. This is an opportunity to have our team members in each department train and educate your staff on many of the finer details in managing your business.

    Event Details

    • Date: June 17th – 18th
    • Location: Houston, Texas

    Agenda Highlights

    • Business Management Tips: From budgeting and goal setting to enhancing accountability and professionalizing practices.
    • Social Media Marketing Strategies: Effective tips for marketing within the operational staff context.

    Target Audience
    This event is specifically designed for operational staff (not advisors).

    Logistics
    Advisors are responsible for travel arrangements to the hotel, while Insurmark will handle all other event-related needs.

    Action Item
    Contact your Advisor Development Consultant or Case Manager for registration details as well as how Simplicity InsurMark can reimburse you for your hotel and flights on this training event.

    REGISTRATION NOW OPEN!


    Carrier Updates

    Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents. 

    MYGA Report

    Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.

YES, I’D LIKE TO LEVEL UP MY BUSINESS IN 2025!