Life Insurance

Simplicity provides access to products and innovative technology, training, and professional support around the optimized use of life insurance in support of a holistic plan.

Holistic Financial Planning

Simplicity’s approach to holistic planning is anchored to six fundamental considerations: Longevity; Liquidity; Inflation; Market; Mortality; and Taxes.

Access to Best-in-Class Products

Gain access to an extensive array of tools for advanced financial strategies and integration of securities and insurance solutions.

Education and Training

Receive full-service support and education for business operations, marketing, and more.

Case Design and Sales Support

Access professional sales tools, services, and experienced support personnel.

Products and Technology:

  • Digital Sales Platform to simplify the sales process for Indexed Universal Life Insurance.

  • Kai-Zen®, the supplemental retirement savings strategy.
  • Ilia, the technology that supports the sales and onboarding process for Kai-Zen®.

A Dedicated Team

Simplicity’s full-service support team is a partner in growth.

Simplicity’s Advisor Development Consultants help create a marketing plan based on revenue targets, introduce sales training opportunities, provide compelling product stories, and assist with case design so our partners may seamlessly establish an end-to-end sales experience for their clients.

Simplicity’s Operation Specialists work to manage the workflow of our partners’ sales efforts including coordinating contracts with insurance carriers.

Simplicity’s Compliance team takes a business-friendly approach to providing oversight and resources to manage insurance activities.

Simplicity’s dedicated Marketing Associates can provide detailed insight into the marketing strategies that work for financial professionals today. They provide support in all areas of branding and event marketing to help partners meet and exceed their goals.

Advanced Planning Team offers expertise to support conversations with high net worth clients, ultra high net worth clients and business owners.

Sales Support Desk

Simplicity’s sales support desk increases efficiency for sales professionals, providing product recommendations, strategic opportunities, and back-office support.

Products

Carrier and Product Due Diligence (illustrations, research, and intelligence) to help Agents choose the best products for their clients.

Planning

Materials, deliverables, and experts to provide Holistic planning advice to agents and advisors, and their clients.

Support

Application and form requests, in-house underwriting, and policy management services.

Education and Training

Simplicity University

Simplicity University is a virtual event series that helps advisors stay informed on the latest developments in the life insurance and annuity business by providing field-tested sales and marketing strategies plus updated product information from the nation’s top carriers. Each virtual event provides unique value in the form of sales scripts, execution steps, production strategies, and more.