Monday Minute – February 2, 2026

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MARKETING

SWAG Network and Coaching

Stop Competing on Products. Start Winning Clients With Tax, Estate, and Retirement Strategies They Have Never Seen.

A 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families and pull assets away from wirehouses, robo platforms, and commodity advisors.

Reach out to your ADC for compete details on how to add this program to your practice if you want 2026 to be a breakout year, you need a positioning upgrade.

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SALES

Simplicity Sales Summit: March 18-20, Dallas TX

Leverage our industry’s leading distribution platform to grow your business enhance client value, and scale without limits.

“Join industry experts to master cutting-edge sales and retention strategies. Discover why Simplicity is the premier partner for holistic planning, bridging the gap between wealth accumulation and protection to drive lasting success for your clients.”

Don’t miss this opportunity to build valuable connections, unlock true potential and scale without limits. Contact your Simplicity InsurMark representative to learn how you can register.

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PRODUCTS

New Index, Invesco New Economy Index

This new index will be exclusively available through the MSG Power Select product series through Corebridge, they are partnering with the Invesco team to bring continued education and insight into the growing world of Crypto Currencies, particularly Bitcoin.

To learn more about Crypto, reach out to your ADC for a link to the Invesco Crypto Digest

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OPERATIONS

1099’s

1099’s for 2025 were available from Carriers as of 1/31/26

1099’s are mailed to policy holders addresses on file at the carriers.

If not received by mail these are available from many carriers on their website or by calling the carrier to request a copy.

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