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At Simplicity Group, we help independent agents and advisors transform opportunities into measurable practice growth.

The greatest untapped asset in today’s market is the book of business you’ve already built.

The 2026 Simplicity Playbook for Growth delivers practical, turnkey strategies to help you strengthen client relationships and uncover hidden planning opportunities. Whether hosting workshops, re-engaging clients, or entering new markets, Simplicity provides the execution support, sales tools, and holistic strategies you need to scale with confidence.

This is Simplicity.

  • One Purpose: Supporting advisors helping clients achieve their financial goals.
  • One Focus: Strategic accumulation and protection solutions for a holistic plan.
  • One Team: Unified support across sales, marketing, and operations.

Explore and download the featured resources below to start growing today.

Featured Article Resources and Tools

Top Questions to Ask Clients at an Annual Policy Review

Why You Should Consider Converting Your Term Life Insurance

Kai-Zen – Is Your Retirement Savings Keeping Pace With Your Lifestyle

Gifting Permanent Life Insurance to Children and Grandchildren

Kai-Zen – Amplify Your Practice. Amplify Their Future.

Additional Resources

Protecting Retirement Income From Longevity Risk

Elevate Your Life Insurance Business With Simplicity

Why Including Annuities In Your Portfolio Makes Sense

Deferred Annuities: A Smart Strategy For Retirement

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With over $615 million in life insurance, $14 billion in annual annuity sales, and $16 billion in assets under management, Simplicity is a trusted leader in the industry. Working at the intersection of accumulation and protection, Simplicity is backed by 450 marketers and 110 sales offices coast to coast, Simplicity is equipped to support you and your business every step of the way.

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For Financial Professional Use Only. Not for Public Distribution. This content is provided for educational and informational purposes only for financial professionals and does not constitute tax, legal, or investment advice This material is intended solely for licensed financial professionals and insurance agents. It is not intended for use with the general public or prospective policyholders. Policy loans and withdrawals will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse. Policy loans are generally not subject to income tax unless the policy is classified as a Modified Endowment Contract (MEC) under IRC Section 7702A. Withdrawals or surrenders from a MEC policy are subject to income tax to the extent of gain, and if taken prior to age 59½, a 10% federal penalty tax may apply. Tax laws are subject to change. You should consult a personal tax advisor or attorney regarding your specific situation. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

© Simplicity Group.

For Financial Professional Use Only.  Not for Public Distribution