MARKETING

M.A.S.S. Authority
Mini Audio Seminar Series to Boost Client Acquisition

  • Podcast & Press Coverage: Build credibility by appearing on top podcasts and media affiliates (ABC, CBS, NBC, Fox).
  • Client Attraction: Reach affluent families and business owners.

Contact your Advisor Development Consultant for details. Three program levels available.

SALES

2025 Event Best Practices & Phone Scripts

  • Engagement: Use strategic touchpoints to increase workshop attendance.
  • Effective Conversations: Follow scripts to secure more appointments.
  • Building Connections: Apply principles for lasting relationships with prospects.

Ask your Advisor Development Consultant for access to the checklist and scripts to optimize your workshop, build client connections, and close more appointments.

PRODUCTS

EquiTrust Product Revamp – Overview
New FIA portfolio launching on 3/05/25 with the following highlights:

  • Income & Commission: Commission increase from 5.50% to 7.00%.
  • MarketFive:
    • 7% commission on a 5-year FIA.
    • Standard 5% + 1% comp special until 3/31, plus an additional 1% for $5M+ premium. (FIA/Bridge/SPL)
  • MarketTen:
    • 8% bonus, free ROP, competitive rates, 7.00% commission.
  • MarketEdge:
    • 21.5% guaranteed bonus, fully vested after 4 years.

OPERATIONS

Simplicity InsurMark Operational Success Academy (In-Person)

  • Dates: June 11th-12th
  • Focus: For operational staff (not advisors).
  • Logistics: Advisors handle hotels; Insurmark covers other details.
  • Incentives: Post-event reimbursement details coming soon.

Registration is open. Contact your Advisor Development Consultant or Case Manager for more information.

Carrier Updates

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

Carrier Updates

MYGA Report

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

MYGA Report