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
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
Are You Hesitant to Conduct Life Policy Reviews Because Your Clients Don't Appear to Need Coverage? We at Davis Life & Annuity understand how difficult it is to discuss life insurance with clients who appear to be financially secure. But appearances can be deceiving. The latest video from Life Marketing Director Al Stockwell addresses a… Continue reading Learn the Value of Accelerated Benefit Riders
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 weekly status reports. We also work with our in-house underwriters to ensure your client has received the best possible offer. Your Team Emily Dawson,… Continue reading In-house New Business