Innovative Life Placement Technology

Simplicity LifeLink^™ transforms the way life insurance is purchased, from quoting to application to issue.

• Save time and effort in placing Term cases
• Engage clients with the ease and convenience of sales innovation
• Research and get product details all in one convenient spot

Proven Sales Process and Training

Harness the Power of a Proven Sales Process

Simplicity’s Advanced Sales Training prepares advisors with the tools to connect, communicate, and convert more effectively – building trust and driving production. Training participants will learn how to:

• Craft their founder’s story to form instant, authentic connections
• Master discovery conversations that foster trust and uncover client needs
• Increase event conversions and appointment rates through refined presentation techniques
• Execute high-impact first appointments with confidence and clarity
• Present and close at the second or third appointment with proven strategies

High-Converting IUL Webinar Marketing

Simplicity’s turnkey Tax Diversification and Retirement webinar marketing program is designed to help advisors attract new business and cross-sell with ease. Featuring best-selling author Patrick Kelly, the program equips clients and prospects with a clear understanding of how an Indexed Universal Life (IUL) policy can play a meaningful role in reducing retirement income tax liabilities.

• No-Cost Marketing: Advisors leverage existing clients and prospect databases for cross-selling and new business opportunities
• Turnkey Execution: Simplicity facilitates invitation and webinar deployment, delivers activity reports, and provides post-event marketing strategies
• Streamlines Sales Process: Through Simplicity’s proprietary technology advisors can deliver an interactive and customizable sales experience for closing more IUL business

Solutions for the Growing LTC Market

Simplicity’s LTC offering combines expert resources, training, and a turnkey marketing process to help grow advisors grow their insurance business.

• Training and Coaching: Simplicity offers an Asset-Based LTC 101 on-demand training webinar and one-on-one coaching sessions led by in-house experts.
• Lead Generation and Marketing: Advisors receive powerful LTC marketing resources to support lead generation and new business acquisition, including a lead generation survey, eBook, point-of-sale workbook, fact finder, and more.
• Sales Support: Simplicity’s LTC sales support team delivers personalized quotes, illustrations, case development, and in-depth product knowledge to help advisors present the most suitable solutions to their clients.