LEARN THE METHOD FOR ROTH CONVERSIONS (it's easier than you think!) DATE: Thursday, February 4, 2021 TIME: 10am CST HOST: Patrick Butcher, Director of Sales, Allianz Life REGISTER HERE Questions? Call our Annuity Team at 800-747-5612!
Author: Davis Life & Annuity
Get your 2021 NAIC materials here.
If you write annuity business in one of these states (or even if you don't), read this! The NAIC disclosure requirements were put in force in Arizona and Iowa on December 31, 2020 and January 1, 2021, respectively. Now, four more states are in the process of implementing best interest rules. Although the requirements… Continue reading Get your 2021 NAIC materials here.
Is your state ready for in-person events?
Download the state-by-state resource that will help you get back into seminar marketing, regardless of where you live. Get your copy of the Seminar Accessibility Guide that shows: States that allow groups of 10 or less, restaurants closed or allowed less than 25% capacity States that allow groups up to 20, restaurants allowed 25-50% capacity… Continue reading Is your state ready for in-person events?
Remembering Davis Life & Annuity founder Ron Davis, 1927 – 2020
Ronald "Ron" Arthur Davis, founder of Davis Life & Annuity, father of Simplicity Des Moines' co-principals Trent and Jon Davis, passed away suddenly on Friday, August 28, 2020. Ron Davis founded the company in 1980 with the goal to sell life insurance with compassion and integrity. Over the years he grew the business from… Continue reading Remembering Davis Life & Annuity founder Ron Davis, 1927 – 2020
Shed some Light on Better Client Communication
What is one of the key reasons Simplicity Des Moines (formerly Davis Life & Annuity) has been so successful over the past 40 years? We make it a priority to know you as a client and understand your needs and style so that we can create a customized plan for your unique situation. And now… Continue reading Shed some Light on Better Client Communication
WATCH NOW! Our EXCLUSIVE College Funding Evolution
Did you catch our July 2nd e-learning? Watch now and learn how to turn maintaining production into maximizing profitability! Click on the preview video below to find out what you missed, then click the button to watch the full presentation. COLLEGE FUNDING EVOLUTION E-LEARNING EXCLUSIVE I ndustry expert Adam Blumenthal addresses 4 key areas of… Continue reading WATCH NOW! Our EXCLUSIVE College Funding Evolution
Meet Simplicity Des Moines
Has your go-to carrier reduced your comp this year? Do you read about exclusive products from top carriers, yet need a way to get at them for your clients? Do you want to better your communication with your clients without lifting a finger? Would you like to get leads from your seminars from the non-responders… Continue reading Meet Simplicity Des Moines
We’ve just launched a bonus program you won’t believe
Kick your summer IUL sales into OVERDRIVE! EXCLUSIVE PRODUCER BONUS That's right! We have some of the industry's best IUL products from a top carrier, and now you as a producer can get an even better reward for your hard work. Now through September 30, 2020; get an extra 20 points on your first THREE… Continue reading We’ve just launched a bonus program you won’t believe
Important changes coming to our website
Please note that effective November 1, 2018, Term Quotes will no longer be in use in the Producer Forms and Toolbox. Instead, we are pleased to offer TermQuotes by LifePipe. TermQuotes by LifePipe is part of our exciting new I-Pipeline suite of online application products, which means term quote illustrations may be saved and exported straight… Continue reading Important changes coming to our website
NEW VIDEO: Al and Emily Talk You Through Life Applications
No Setbacks, No Surprises, Nothing Left to Chance: Al and Emily Talk You Through Life Applications We hope you enjoy the latest video by industry experts Al Stockwell and Emily Dawson. With nearly 30 years combined experience, Al and Emily know exactly what to do to expedite the life insurance process. From illustration to delivery… Continue reading NEW VIDEO: Al and Emily Talk You Through Life Applications