Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation.   Click Here to Register

New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! We’ll dig into this exciting multi-life offering. Click here to register.

Join Simplicity Wealth’s Thomas Rozman, Partner and Chief Investment Officer, and Matt Opsal, Senior Manager Research Analyst, as they provide insight into the 2025 Mid-Year Economic and Market Outlook. Topics include:Economic Update: Explore the […]

With the recent signing of the One Big Beautiful Bill Act (OBBBA) into law, Simplicity is committed to providing timely, valuable resources to help advisors understand its implications and identify […]

HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

We just keep making our product lineup stronger! You’re invited to our upcoming webinar focused on the newly announced Summer Product Enhancements to our income and accumulation fixed index annuities (FIA). This […]

Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

Anu Ganti, Head of U.S. Index Investment Strategy at S&P Global, will provide a year-to-date update of global markets and highlight: U.S. performance trends versus the rest of the worldReversals in large vs. […]

First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

LifeCare unveiled: Modern solutions for longevity planningJoin us for the next installment of our LifeCare webinar series led by industry expert Ryan Bivins on Wednesday, August 6 at 2 p.m. ET. In […]