Simplicity supports agents and advisors with a comprehensive suite of proprietary sales and marketing resources. Our dedicated team partners with agents and advisors to develop customized plans to maximize client success.

Marketing Services

Engage and build trust with current and prospective clients.

Simplicity’s full team of marketing associates are equipped with the knowledge and resources necessary to help financial advisors develop their brand presence, coordinate their marketing efforts, and build their business.

Graphic Design

  • Logo

  • Branded Collateral

  • Event Materials

  • Marketing Flyers

Digital and Video

  • Website

  • Social Media

  • Video Production

  • Virtual Tools

Turnkey Educational Workshops

  • Workshop 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.

  • 3 Presentation Environments: Educational, Dinner, and Virtual
  • Over 1% Average Direct Mail response rate
  • Turnkey: Presentation Materials, Scripting, Training, and More
  • 2 Presentation Environments: Dinner and Virtual
  • Attracts $500,000 Average Household Asset Leve
  • Turnkey: Presentation Materials, Scripting, Training
  • In-Person and Virtual Presentation Environments
  • Attracts $500,000 Average Household Asset Level
  • Turnkey: Presentation Materials, Scripting, Training
  • 3 Presentation Environments: Educational, Dinner, and Virtual A
  • lso available in a Syndicated Webinar format presented by Patrick Kelly
  • Turnkey: Presentation Materials, Scripting, Training, and More

Studio One

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.

LifeLink

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

Tax Free Retirement Strategies

Educate clients and prospects on the varied uses of life insurance.

“Tax Free Retirement” is a specialty, educational, multi-media marketing program that focuses on the importance of tax diversification in retirement by leveraging best-selling books, an educational workshop (self-presented or syndicated), supporting marketing materials, and group coaching sessions.

  • Highlights life insurance as a tax-free retirement income solution
  • Provides a tax-free inheritance planning strategy
  • Generates life insurance leads

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.

Kai-Zen®: 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

Simplicity’s specialty, multi-media LTC program focuses on asset-based long-term care planning strategies by leveraging lead generation tools, surveys, educational workshops, and training opportunities.