Monday Minute – November 24, 2025

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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.

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MARKETING

Growing your Business with Simplicity Marketing

Maximizing Social Security:
A comprehensive, turnkey marketing program that is designed to help financial professionals attract qualified prospects by positioning them as subject-matter experts on Social Security planning strategies. This program has a 1.2% average direct mail response rate. This topic works well in 3 presentation environments: Educational, Dinner, and Virtual.

Contact your ADC for more information on this as well as other Turnkey Presentations.

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SALES

Advanced Sales Training
First training event of 2026: Jan 29-30th in Phoenix

The Industry’s Top Sales Training Event
7 Key Modules to Sales Success

• Setting the Foundation for Sales Success
• Form Deeper Connections Through Storytelling
• Master the Art of Conversation by Building a High-Trust Environment: Refine Presentation Skills for Maximum Results
• Optimize the Principles of Retirement Planning
• Perfect the First Appointment Process
• Close the Deal at the Second and Third Appointments

Join industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success.

Ask your ADC for more details as well as how Simplicity InsurMark can cover your travel expenses to these two events

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PRODUCTS

Could clients save 32% on the biggest expense in life?

Ascent SM Pro 10 Bonus fixed indexed annuity (FIA) can give your clients an opportunity to substantially reduce the cost of their future retirement income when compared to a common risk-based withdrawal approach. 

Consider a 62-year-old couple planning to retire in 5 years with a $25,000 annual income stream in addition to Social Security. Would your clients rather commit:

• Almost $418,000 growing at 8.4% a year (an assumption, not a guarantee) to get to $625,000 and then taking a 4% initial withdrawal to generate $25,000 annually.

OR

• Roughly $283,000 to Athene’s Ascent Pro 10 Bonus, which will guarantee a $25,000 annual withdrawal beginning at age 67, for the duration of both lives (assuming no additional withdrawals).

Reach out to you Annuity ADC to learn about ways Ascent Pro 10 Bonus can help your clients save substantially on one of life’s biggest expenses!

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OPERATIONS

Holiday Dates and Deadlines
The holiday season and end of 2025 are quickly approaching. To help meet your clients’ service expectations during this busy time, keep in mind the days the carriers will most likely will be closed and or closing early.

• Thursday and Friday, Nov. 27 and 28 
• Wednesday and Thursday, Dec. 24 and 25 
• Thursday, Jan. 1, 2026 

Once again, RMD distribution requests should be made by now, if not by Dec. 12th is a good target date.

With most carriers:

• Contributions received on or before December 31, 2025 will be processed as 2025 contributions.
• Contributions received on or after January 1, 2026 (including amounts postmarked in 2025) will be processed as 2026 contributions unless they include either of the following:
  • Intended contribution year specified in the memo section on the check.
  • Intended contribution year included in the letter of intent.
• If we receive a contribution in 2025 that is properly designated as a 2025 contribution, that designation is final.
• SEP funds are posted for the year in which we receive them.

For specific questions or concerns do not hesitate tor reach out to your Life or Annuity Case Managers

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