Resources
Simplicity’s full team of marketing associates are equipped with the knowledge and resources necessary to help financial advisors build their business.
Marketing Services
Engage and build trust with current and prospective clients.
Graphic Design
Logo
Branded Collateral
Event Materials
Marketing Flyers
Digital and Video
Website
Social Media
Video Production
Virtual Tools
Turnkey Workshops
Curriculum
Customizable Support Materials
Data Analytics
Dedicated Support Team
Workshops
Simplicity’s Turnkey Educational Workshops Help Advisors Educate Audiences on the Power of Retirement Income Growth and Protection Strategies as Part of a Holistic Plan
Educate your audience on the power of retirement income, growth, and protection strategies:
Connect with clients and engage with prospects.
Simplicity is home to a world-class studio, Studio One, that delivers custom video production and customizable educational videos that can be leveraged on advisor websites, social media accounts, at events, and in-office.
Introducing a term life sales platform that transforms and expedites the way life insurance is purchased, from quoting to application to issue.
Access Market-Leading Products
Proprietary Product Scoring System
Efficient Sales Process that Results in a 38% Lift in Conversion
Consumer-friendly Digital Platform
Streamlined Client Communications
IUL Digital Sales Strategies
IUL Digital Sales Strategy Educate consumers on the importance of a holistic plan that seamlessly integrates life insurance through Simplicity’s enhanced proprietary software.
This multi-module tool includes solutions for the following:
Accumulation
This story highlights the benefits of life insurance for cash value accumulation and compares the policy’s cash value growth, to the growth of a non-qualified, taxable asset.Wealth Transfer
This story explains how you can repurpose part of a qualified asset into life insurance to maximize inheritance value for the next generation.Income
This story highlights the benefits of life insurance for retirement distributions and compares your policy’s income duration to the duration of a non-qualified, taxable asset.Tax-Free Retirement
This story shows how tax-advantaged life insurance can provide more income than other assets that are burdened by taxes.
The Supplemental Retirement Savings Plan
Kai-Zen® is the leading life insurance solution for closing the retirement income gap and creating generational wealth.
Offers a solution to underfunded retirement plans and helps clients maximize their potential for accumulation
Provides a solution not subject to the contribution limits of traditional retirement plans
Utilizes a proprietary digital sales platform, Ilia to streamline the sales process
Helps business clients create a unique benefit to further employee recruitment and retention