On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2With over 9,000 ways to claim social security,3 it is imperative that clients feel informed and educated on the best strategy for them. Due to its importance and […]
Whether their retirement is around the corner or years away, checking in with clients now can help everyone avoid surprises later. Looking for ideas to spark those conversations?Join us for a quick webinar touching on key income and fixed index annuity (FIA) questions.5 quick questions to spark meaningful client conversations — in just 15 minutes1.Is your […]
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Join Kelsey Palmer, Internal Sales Specialist with Athene, who’ll provide insights into how a fixed indexed annuity may help your clients feel more confident about retirement with its agile:Income that has potential for annual increasesGrowth potential and protection from loss due to market downturnsLiquidity that allows some access to money if life takes a turnRegister […]
Simplifying the term life policy process for agents and their clientsSimplicity LifeLink™ provides an efficient way for advisors to sell term life policies and protect their clients. Leverage this exclusive platform to strengthen your relationship with clients as well as recruit more prospects.Core benefits for an advisor:Greater ease in executing the term life sales processHigher […]
Simplicity LifeLink™ provides an efficient way for advisors to sell term life policies and protect their clients. Leverage this exclusive platform to strengthen your relationship with clients as well as recruit more prospectsCore benefits for an advisor:Greater ease in executing the term life sales processHigher conversion rates resulting in more placed businessA better client experience […]
The One Big Beautiful Act has been the most widely discussed legislation of 2025, with many meaningful components being passed into law. Join us to discuss the impact that the One Big Beautiful Bill Act will have on the life insurance industry, and the opportunities that will arise. The seminar will be hosted on Thursday 08.21.25 […]
https://go.simplicitygroup.com/l/887923/2025-07-16/2yhbtsAs the baby boomer generation is now within the ages of 61 to 79, now is the best time to present and implement a plan to your clients that will protect their future.Join us as we go into detail on:Creating unlimited Tax-Free benefits for care with an IRAEducating and encouraging private planning to ease the […]
Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation. Click Here to Register
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g