Maximizing Social Security: Navigating the Client Conversations
Join us on November 19th at 11:00 AM Central for a look at strategies that can help your clients get the most out of their Social Security benefits. Special guest Jason Jenkins will discuss how to identify retirement risks and get the most out of Simplicity tools and resources.
MARKETING
Elevate Your Retirement Practice: Master Tax Diversification and Attract High-Value Clients
Join the exclusive FREE Tax-Diversification and Retirement Program led by Bestselling Author and Simplicity Partner, Patrick Kelly, and gain a powerful competitive edge in 2026.
This is more than training—it’s a turnkey system designed to position you as the definitive expert in tax-efficient retirement planning.
What You Get:
- Learn How to Talk to Clients: You’ll master how to clearly explain the dangers of running out of money in retirement and how “tax diversification” (smart tax planning) is the best solution. This helps you close sales!
- Ready-to-Go Client Tools: You can use a pre-made online lesson (a webinar) hosted by Patrick Kelly himself. This lesson gives your current and future clients helpful tips on how to lower the taxes they’ll pay when they retire.
- Easy Marketing Materials: You get complete Facebook Ad setups, ready-made marketing videos, scripts, and templates. These are designed to easily find new people and get them to attend the webinar.
- Special Help: You can join live online training sessions four times a year with Patrick Kelly. This helps you improve your strategies and skills directly with the expert.
This FREE program is for Simplicity Advisor Partners and is designed to make your life insurance sales really take off in 2026! Ready to start? Contact your Life ADC today to find out how to use this powerful program!
SALES
Why Goal Setting and Annual Planning Matter in Sales
- Gives Direction – Focuses efforts and avoids wasted work.
- Drives Motivation – Sets clear targets to aim for and measure success.
- Keeps You Aligned – Connects your work to the company’s big goals.
- Improves Forecasting – Helps plan budgets, marketing, and staffing.
- Tracks Progress – Shows what’s working and where to adjust.
Goal setting defines your destination. Annual planning charts the path to reach it. Just as no football team takes the field without a playbook, no sales organization should move forward without a clear plan.
Reach out to your ADC for more information on crafting and executing your plan.
Success isn’t an accident — it’s the result of vision, strategy, and disciplined execution.
PRODUCTS
Product Spotlight – Athene
November 25th at 11 am CST
A strong-performing annuity isn’t just a “bucket” of money; it’s a powerful planning instrument. Spend 30 minutes and learn how the updated Athene BCA can create better client outcomes through advanced academic insight and Annexus-powered product engineering.
OPERATIONS
Under the SECURE 2.0 Act, the starting age for Required Minimum Distributions (RMDs) is now 73 for those born between 1951 and 1959 and will increase to 75 in 2033 for those born in 1960 or later.
You may delay your first RMD until April 1 of the year following the year you turn 73; however, doing so requires taking a second RMD by December 31 of that same year.
If you have clients that have not as yet taken their 2025 RMD payments, it is recommended that you submit your request forms as soon as possible. Carriers experience high volumes of requests at this time of year.
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.