NEWSLETTER

December 2021

Simplicity News

Simplicity welcomes Sinclair Financial Solutions to the Group, adding Erin Sinclair and Donald Schneider as partners.

Employee Benefits

The 2022 Benefits are here!

Find the 2022 Benefits guide HERE.

Watch an overview video HERE.

Starting 12/6 (noon) – 12/13 (end of day), you will enroll via your Oasis Portal HERE.

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:

Recurring Simplicity Group Informational Webinars for new prospects
Regular cadence of Simplicity Annuity Universities and Simplicity Life Universities with carriers and guest speakers (Virtual and In-Person) 10x/ year
Quarterly Wealth Recruiting Events (Live)
Quarterly ABLTC Recruiting Webinars
Quarterly Advanced Sales Trainings (Hybrid Model: Live and Virtual)
Quarterly Recruiting & Retention Trips for Top Producers & Prospects

2022 Office Holidays

New Year’s Eve – December 31, 2021
Martin Luther King Day – January 17*
President’s Day – February 21
Good Friday – April 15
Memorial Day – May 30
Day after Juneteenth – June 20*
Independence Day – July 4
Labor Day – September 5
Thanksgiving & Day After – November 24 & 25
Day after Christmas – December 26

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.

Social Media

Follow Simplicity on LinkedIn — click HERE.