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Proactive Tax Planning Using Life Insurance Solutions Wednesday, April 29, 2026 | 1:00 PM ET | Virtual Event Guiding business owners through the complexities of growth and succession often reveals critical protection gaps and missed planning opportunities. Join Simplicity’s Sr. VP of Advanced Planning, David Foster and Pacific Life’s Advanced Designs Field Director, Stephen Alloy

MARKETING The Future of Tax Planning is here Is it possible to radically scale the process of tax planning so advisors can become both more comprehensive and more efficient? This software reads an entire tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Simplicity brings tax planning

MARKETING It’s MYGA Season again. The most effective marketing strategy isn’t a flashy ad campaign—it’s the people who already trust you. Client-referral events leverage this trust by encouraging your current clients to invite guests to exclusive, engaging gatherings. Based on industry estimates from financial data provider Curinos, approximately $1.6 trillion in Certificates of Deposit (CDs)

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