Annuities

Join us August 3rd for the annuity one-two punch

American Equity has introduced TWO cutting-edge annuities, and we have partnered with them to give you the inside scoop. ASSETSHIELD: AssetShield offers previously-unseen strategies for highly competitive accumulation. ESTATESHIELD: Designed to maximize the longevity of a client's estate, EstateShield helps maintain a stable stream of income while offering an innovative enhanced death benefit option to… Continue reading Join us August 3rd for the annuity one-two punch

Annuities

Learn the Method for Roth IRA Conversions

Enjoy a special on-demand e-seminar from Simplicity Des Moines... LEARN THE METHOD FOR ROTH CONVERSIONS (it's easier than you think!) Our friends at Allianz have compiled this useful tool to help you better educate your clients. This could be a strategy they have been looking for. WATCH THE VIDEO Questions? Call our Annuity Team at… Continue reading Learn the Method for Roth IRA Conversions

Annuities

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.

Annuities, Life

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?

Annuities, Life

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

Annuities, Blog, Life

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

Annuities, Life

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

Annuities, Blog, Life, Uncategorized

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

Annuities, Blog

Another Sagicor Milestone

Another Sagicor Milestone! #VWPLINK, #permissionReminderContainer, #footerContainer {display:none} @media only screen and (max-width:480px) { body { align:center; topmargin:0; leftmargin:0; marginheight:0; marginwidth:0; width:100% !important; min-width:100% !important; padding: 0px 0px 0px 0px; margin: 0px 0px 0px 0px; -webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; } table { border-collapse:collapse; mso-table-lspace:0pt; mso-table-rspace:0pt; } td[class="MainWidth"] { width:100% !important; } table[class="HideInMobile"], img[class="HideInMobile"], td[class="HideInMobile"] { display: none !important;… Continue reading Another Sagicor Milestone