Independent Agents and Advisors

Simplicity supports independent agents and advisors with institutional support in the areas that fuel success – marketing, sales, and operations.

This unrivalled support allows Simplicity’s agent and advisor partners to simplify their lives, enhance their ability to add value to clients, and grow their businesses faster. To learn how Simplicity can be a partner in growth, click here.

Marketing Services

Engage and build trust with current and prospective clients.

Simplicity helps advisors make an effective first impression with strategic brand development. This includes everything from logo and website design to video production and brochures.

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

Graphic Design: Simplicity’s brand identity package includes the must-have materials needed to demonstrate professionalism and create brand continuity. This package includes logo design, business cards, other branded collateral, event materials, marketing flyers, brochures, signage, and more.

Digital and Video: From websites and e-signatures to social media profiles, Simplicity helps advisors create and communicate a professional online presence that resonates and builds trust with their target audience.

Turnkey Educational Workshops: Simplicity supports agents with workshop curriculum on popular topics, including Maximizing Social Security, The Truth About Annuities, Principles of Retirement Planning, Tax Diversification and retirement. In addition, agents and advisors receive customizable support materials including scripts, promotional flyers, invitations, data analytics (pre- and post-event), and a dedicated team to provide coaching and best practices.

Practice Management and Business Consulting

Transforming great advisors into confident business owners.

Simplicity’s Business Consulting team partners with growth-minded advisors to develop a customized Enterprise Value Creation Plan to meet the advisor’s needs and help advance their business.

The process:

  • Discovers details about the advisor’s business.

  • Evaluates the efficiency of the advisor’s current business model.

  • Delivers a custom proposal, identifying areas needing attention in the short, medium, and long term, and offers solutions supported by Simplicity resources.

  • Organizes the advisor’s priorities into an execution timeline and establishes the right Simplicity team that will partner with the advisor to successfully execute the Enterprise Value Creation Plan.

  • Recommends and implements strategic initiatives that drive franchise value and preposition a successful succession plan.

To learn how Simplicity can help advance your business, click here.

Training and Events

Establishing a process for consistent client acquisition is critical for every stage of an agent or advisor’s business growth.

Simplicity training events are designed to educate and activate change within agents’ and advisors’ businesses. Simplicity’s Advanced Sales Training is a proven, transferrable, component of sales success which guides advisors through six modules that are critical to business development. From lead generation to identifying growth opportunities through specialty programs, Simplicity Group has the tools to help agents and advisors succeed.

Advanced Sales Training – Harness the power of a proven sales process and learn how to:

  • Form Deeper Connections Through Storytelling

  • Perfect the First Appointment Process

  • Maximize Event Marketing ROI with Strategic Touchpoints

Simplicity University® helps advisors strategically grow annuity sales and IUL sales with dedicated events that provide in-depth training on:

  • New and Leading Annuity Products
  • Field-Tested Sales Strategies and Resources
  • Marketing Programs Proven to Attract Motivated Annuity Buyers

Kai-Zen® Masterclass invites advisors to open new markets with Kai-Zen®, a leading life insurance solution for closing the retirement gap and creating generational wealth. Attendees at the Kai-Zen® Masterclass learn firsthand from industry experts on topics such as:

  • The Market Opportunity and Action Plan for Selling Kai-Zen®

  • A Proven Sales Process from Lead Generation to Client Acquisition

  • How to Automate The Underwriting Process with Ilia

  • Strategies for Overcoming Common Objections

Specialty Programs

Tax-Free Retirement

Advisors can become the subject matter expert on tax diversification in retirement by leveraging:

  • Syndicated Webinar or Self-Presented Workshop

  • Lead Generating Collateral

  • Ongoing Training and Support

  • And More

Asset-Based LTC

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.

Studio One

Communicate brand value. Connect with clients. Engage with prospects.

Simplicity’s STUDIO ONE assists agents and advisors in elevating their brand presence and delivering their unique value proposition with videos specifically produced for digital platforms.

STUDIO ONE is: 

  • A state-of-the-art audio and video studio.

  • Equipped with a teleprompter and lighting to enhance advisors’ videos.

  • Staffed with an experienced team of production and post-production experts to direct shoots and deliver high-quality videos sized for digital platforms, including websites and social media.

  • Accompanied by a content portal with hundreds of compliance-approved, customizable video scripts for advisor use.

Including video in email marketing can increase open rates by 6% according to Campaignmonitor.com.

87% of marketers say videos give them a positive return on investment according to Wyzowl. 

Kai-Zen®

In the United States there are approximately 12 million households earning more than $200,00 per year and yet 90% of those households are under-saving for retirement*.

  • Kai-Zen® is the supplemental retirement savings plan.
  • Offers clients a solution to underfunded retirement plans.
  • Helps clients maximize their potential for accumulation.
  • Streamlines the sales process while eliminating the stress of financial underwriting.
  • Helps business clients create a unique benefit to further employee recruitment and retention.