Simplicity Life has an acute awareness of the needs of your clients as well as those of your business. Our sales tools work to position you as the subject-matter expert on life insurance and the many applications that it can offer your clients from the commonly known survivorship benefit to lesser-known planning strategies including providing tax-free retirement income, college funding, long-term care, and more. Our priority is to equip you with the sales tools that will enable you to better serve your clients while growing your business.
When it comes to income planning for retirement, taxes can become a major threat if not properly addressed. Tax-Free Retirement Series is a turnkey, multi-media prospecting program created by financial professional and author Patrick Kelly, that positions your expertise on tax planning for retirement in a way that helps you close new business, and generate cross-selling opportunities with your existing client base.
Help your clients and prospects understand the potentially expensive tax consequences of their company-sponsored retirement plan through 401(k) Tax Neutralizer. In this program, you will learn how to simply demonstrate how a properly structured IUL can help offset the taxes associated with withdrawals in retirement.
Wealth transfer among generations can result in unnecessary costs if not done efficiently. Cap-Tran (Capital Transfer) is a proprietary software program that will help you illustrate critical wealth transfer concepts to your clients and prospects including the financial benefits to their heirs by transferring IRA or CD assets to life insurance.
Help your clients utilize life insurance to give the gift of education through the Sage Scholars Tuition Rewards program. This unique private college savings program provides discounts on full tuition at more than 400 participating private colleges and universities, nationwide.
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