Sales
Advanced Sales Training – November 17-19
Host Hotel: Atlanta Airport Marriott Gateway
This in-person event is designed for financial professionals looking to improve their overall sales proficiency. From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process that will drive success.
Reach out to your ADC for more information and to qualify for trip reimbursements.
Marketing
What process do you have to tell your story to top prospects and clients when you are not available?
Do you have a…
…positioning statement that differentiates you from other agents and advisors?
…Founder’s Story that tells your prospects why you do what you do for a living?
…website that tells your story and how they can benefit by meeting with you?
Simplicity’s best-in-class Marketing Team is dedicated to supporting your marketing goals with the utmost professionalism and expertise in branding, digital content, video production, live events and prospecting.
Speak with your ADC to schedule a time to explore the range of services offered and tailored to maximize your business’s success.
Product
OneAmerica announces new key enhancements to one of their most popular strategies.
Asset Care 2026 Qualified Dollar Enhancements now officially LIVE in 43 states today!1
Key Highlights: NEW Internal 20 Pay IRA Asset Care Conversion Strategy with 50% PREMIUM BONUS
Target Market: Clients holding idle qualified dollar assets looking to spread tax liability over longer period of time. Available ages 59 ½ -74.
Advantages: Longer distribution timeline equates to more help offsetting RMD requirements.
50% premium bonus is certain to gain attention from agents and clients alike.
- Qualified funds (IRA, 401k, 403b, etc.) rolled over receive an immediate 50% Premium Bonus.
- Internal IRA with bonus is distributed over 20 years to fund a 20 Pay joint or individual Asset Care policy.
- Automatic waiver of premium included, more likely for one to claim in 20 years vs 10 years.
- Lower annual taxable distributions vs flagship 10-year distribution.
Can add spouse to contract.
As always, please don’t hesitate to reach out to your ADC with any questions or requests.
Asset Care® is issued by The State Life Insurance Company®, a OneAmerica Financial company. Premium bonuses and strategy enhancements may be subject to longer surrender charge periods, lower renewal rates, or specific contract restrictions. Product features and state availability vary and are subject to change without notice. Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k), 403(b), or other qualified retirement plan, to purchase an asset-based life insurance policy or annuity, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. This material is designed to provide general information regarding qualified asset conversions and RMD management. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice. Business owners and clients must consult their personal tax advisor or CPA. This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation. 5961905-0926