Advisor to CEO with David Grau Jr November 20: InsurMark Webinar with David Grau on Succession Planning at 3:00 PM Central Many advisors want to grow their practices and ultimately enjoy the fruits of their legacy, yet 90% of succession plans fail. 2025 Planning is upon…

Advisor to CEO with David Grau Jr. Whether you’re looking to grow or are starting to think about exit strategies, this session will give you the insights, tools, and confidence to make impactful changes now. Join us on November 20th at 3:00 PM Central. Advanced Sales…

Simplicity InsurMark Product Spotlight with Nationwide Join us tomorrow Tuesday, November 5th at 11:00 AM Central for a look at exciting new features and enhancements to a legendary fixed index annuity from Nationwide. Mitigating the 10 Year Rule for IRAs with Jeffrey Levine If you…

Operational Success Academy There’s still time to join us for Day 2 of Operational Success Academy tomorrow, October 29th at 2:00 PM Central!  Our Advisor Services team will give an overview of our digital tools and technology for all your annuity and life business. We’ll review best practices,…

Operational Success Academy Our next Operational Success Academy starts tomorrow, October 22nd, and our Advisor Services team is ready to show your support staff the latest resources, best practices, and programs that Simplicity InsurMark has to offer. Register now and we’ll see you tomorrow at…

Operational Success Academy Our Operational Success Academy is returning this month! This two-day training event is designed to give your support staff the tools and tips to make your office run smoother. Our Advisor Services team will host live, interactive sessions on the latest resources,…

Operational Success Academy The Simplicity InsurMark Operational Success Academy is designed to make your office run smoother and we want your most important staff to attend. This two-day interactive event includes sessions on best practices, tools and live demonstrations. Our all-star team will train your…

We are officially unveiling and evolving our new name/branding to Simplicity InsurMark! We have been a Simplicity company since 2018, and this name change signifies our singular vision to build the leading financial services distribution firm in the country. Many of you know that our…

Admin Office Hours – Tuesdays at 3:00 PM Central If you’re looking for help with our technology platforms, check out our next Admin Office Hours on Tuesdays at 3:00 PM Central. Our Advisor Services team will answer your questions, host live demos and answer any…

Life Insurance Awareness Month September is Life Insurance Awareness Month! We’ve collected the latest helpful resources to educate your clients on the basics of life insurance, important statistics for a wide range of client needs and additional materials you can share in conversations about the benefits of life insurance….