NEWSLETTER
December 2021
Simplicity News
Simplicity welcomes Sinclair Financial Solutions to the Group, adding Erin Sinclair and Donald Schneider as partners.
We are pleased to announce the creation of Simplicity’s “in-house” infrastructure team. Previously part of Proactive Care Technologies who have partnered with us since early 2018, Dennis LeBar, Beth Jones, Tom Wotton, Sal Castelli, Christina Lindsay are now officially part of Simplicity Group, joining existing SG IT team members, Anthony Donadia and Tom Lord.
Our IT support email and the help desk phone number remains the same. For those team members on the Simplicity Group Phone platform, you may reach the IT help desk by dialing extension 1000.
Upcoming Events
Next 30 Days
Simplicity Partner Meeting
December 1-3
*In person meeting; SGH Partners
ADC Carrier Webinar with SILAC
Monday, December 13th | 1pm ET
*Internal Meeting
Simplicity Offices Closed
December 24th and 31st
Happy New Year!
2022 Marketing Calendar
Simplicity Marketing is finalizing the 2022 Events Calendar. Highlights include:
2022 Office Holidays
Note: some offices have a different schedule; Please discuss with your manager.
*New in 2022
Compliance
Kentucky has become the 17th state to adopt the best interest standard for annuity transactions, per NAIC Model Regulation #275, and will become effective as of January 4, 2022. Agents will be required to complete training specific to the state requirements. In this case, agents who have already completed the NAIC Best Interest course 4-hour training prior to January 1, 2022, will have six months to take either a new 4-hour course or an additional one-time, one credit hour-long training course on the appropriate sales practices, replacement, and disclosure requirements under 806 KAR 12:120 (The Kentucky Regulation). Download the tracker of the current status of the states in the state of proposing or adopting the regulation below.
Download the tracker HERE.
