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… 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… 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… 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… 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… Continue reading Remembering Davis Life & Annuity founder Ron Davis, 1927 – 2020
Our experienced and dedicated new business team will process your life and annuity applications and order all necessary medical requirements. We will follow up on your case routinely and provide… Continue reading In-house New Business
The Simplicity Des Moines Life Review Program is designed to maximize your client's premium dollars and provide an objective evaluation of their existing life insurance policies, the result of which… Continue reading Life Review Program