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.
Category: Annuities
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
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
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
Lincoln fixed annuity rate announcement
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Annuity Gurus—Are You Following Their Advice?
By Al Stockwell, MBA, FLMI, Life Marketing Director, Davis Life & Annuity If you’ve spent more than a day or so selling annuities, you’ve heard of Tom Hegna and Ed Slott. These gentlemen are icons in the annuity world who have helped thousands of advisors sell more annuities and perfect their presentation when talking with… Continue reading Annuity Gurus—Are You Following Their Advice?