Monday Minute

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MARKETING

Growing your Business with Simplicity Marketing

The 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 with the safety of principal and income for life. Strategies. 

This program has a 1.1 % average direct mail response rate.  

**This workshop performs best as a Dinner Seminar

Experience marketing success with Simplicity. Contact your ADC for more information on this as well as other Turnkey Presentations.

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SALES

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 and Pacific Life’s Advanced Designs Field Director, Stephen Alloy as they discuss how to align sophisticated life insurance strategies with the specific needs of business owners at every stage of their company’s life cycle.

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Unlocking the $29 Trillion Gen X Opportunity  

Discover the blueprint for capturing this “Megatrend”

Wednesday, April 29, 2026 at 11:00 AM CT

 Between their own accumulation and an estimated $29 trillion in generational wealth transfers,

Generation X is on track to be come the wealthiest generation in history. 70% of next-gen investors do not work with their parents ‘financial professionals. We’ll discuss how you can position your practice to capture this “megatrend” and ensure you are the one they choose.

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PRODUCTS

What if your client could get a 40% boost… without paying for it?

That’s not a teaser rate or bonus with strings attached—it’s a built-in, no-fee 40% boost to the death benefit on day one. 

And it gets more interesting…

• Guaranteed 40% growth of accumulation value after 10 years 
• Designed for single premium repositioning (think CDs, money markets, idle IRA assets) The real question:
  Where does this fit in your current book?

• Older clients who won’t wait 10+ years for value 
• Clients hesitant on Roth conversions 
• Beneficiary-focused cases where “day one impact” matters 

We’re seeing some creative positioning that’s getting traction right now. Call your ADC today!

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OPERATIONS

Operations Spotlight: Agent Center Tip of the Week

To set yourself up for the smoothest use of Agent Center click on each of the Quick Links on the Home Page to complete any needed profile information or request access to the additional services available.  

These only need to be done once and then moving forward the single sign that takes you into Agent Center will also seamlessly sign you in to the other tools available such as LifeLink, Annuity Rate Watch, Firelight and iPipeline.

Should you have questions or need assistance, reach out to your Annuity or life Case Manager today.