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Tax-Free Retirement Insiders Receive: 100 Books to Share with Your Clients: Mix and match 100 of 7 different financial literacy books from bestselling author, Patrick Kelly. Training Membership: Access to monthly, live webinar training sessions with Patrick Kelly as well as a complete library of past training events. Workshop Training Video: In-depth training video on… Continue reading Become a Tax-Free Retirement Insider with our EXCLUSIVE program!
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
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.
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?
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
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
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
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
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
Another Sagicor Milestone! Named one of the 50 Best AnnuitiesHaving trouble viewing this email? Click here PDF Download Producer Announcement Another Sagicor Milestone! Dear Sagicor Producer, Sagicor Life Insurance Company would like to share some exciting news with you. On July 21, 2018, Barron's Magazine published an article entitled "The 50 Best Annuities". Sagicor's Milestone MYGA… Continue reading Another Sagicor Milestone