MARKETING Succession Planning Opportunities Buy-sell agreements not only address succession needs, but also can create meaningful life insurance and planning opportunities. Designing an Effective Buy-Sell Agreement takes a deep dive into considerations and best practices for designing an agreement that meets your clients’ specific goals. Reach out to your Advisor Development Consultant for our report that […]
MARKETING Bring Your Story to Life with Professional Video Ready to captivate your audience? Simplicity InsurMark offers premium video production designed to help you share your story, connect with clients, and elevate your practice. Forget the hassle of DIY recording. We provide high-quality studio equipment and compliance-approved scripts (both pre-approved and custom) to ensure you
Buy-Sell Agreements Masterclass February 24th, 1:00 PM Eastern 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,
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
Ten Estate Planning Mistakes Many families unknowingly rely on estate strategies that can lead to probate, increase tax bills, and leave assets vulnerable to outside threats. Join us on January 28th at 11:00 AM Central for a look at the critical mistakes that can dismantle a legacy and actionable insights on how to protect your
2026 Taxes, Medicare and Benefits Update The 2-page update contains information for people that are working, receiving Social Security benefits, receiving Supplemental Security Income (SSI), or are on Medicare 2026 Social Security Changes Approximately 72.5 million Americans will see an increase in their 2026 benefits. What does this mean for your clients? 2026 Tax Summary
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MARKETING What do you have that is selling for you when you are not working? Your business is unique, your story is personal and your website should reflect that. The first place a client or prospect will go to learn more about you is the internet. Your website should be designed to: Provide a platform
MARKETING Growing your Business with Simplicity Marketing part IV As we approach the end of 2025 and making plans for 2026, I wanted to share some average results our agents are seeing with one of our seminar programs: Advisors hosting 5 to 6 of these events annually can easily add $5–$7 million in additional annuity
MARKETING Growing your Business with Simplicity Marketing part IIThe Truth About Annuities: The Truth About Annuities turnkey workshop system is designed to help you attract a highly targeted audience of motivated annuity buyers. It will give you a multi-marketing platform for communicating how FIAs can be a hallmark of a successful retirement plan, by helping to provide retirees
