As the baby boomer generation is now within the ages of 60 to 78, 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 IRA.Educating and encouraging private planning to ease the […]
From Prospect to PurchaseCreating an Integrated Annuity Marketing and Messaging StrategyConnecting with the right annuity prospects and moving them through the sales funnel can be a challenge. That is why Simplicity has created an end-to-end annuity marketing strategy specifically to help advisors increase engagement, build trust, and grow their business.Attend the University to learn how […]
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Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.When addressing income planning for clients, taxes can pose a significant threat if not handled correctly. Simplicity’s Tax-Free Retirement Insider's program is a turnkey, multimedia prospecting platform that equips advisors with the skills to effectively communicate potential challenges to clients […]
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What a year it's been for Fixed Indexed Annuities! What worked? What didn't? And why? Join the Standard's Paul Garofoli with special guest, Robert McNamara, CFA, Senior Director- Wealth Management at S&P Global for these insights and more. You'll also learn why the Standard had a record sales year in Fixed Indexed Annuities and how […]
Year-end is approaching, but there's still time to maximize savings for your business owner clients by implementing a qualified plan. Don't miss this opportunity to help set the foundation for long-term financial growth while helping your clients secure valuable tax advantages. Click Here to Register
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ