Annuities

Discover the $5 Million Sales Blueprint

Your business should be growing this year. If it isn’t, then it’s time for you to register for the April 28th Simplicity Annuity University. Get the knowledge, resources, and blueprint for attracting, educating, and closing motivated prospects. You will walk away with… Access to the 3 Prospecting Programs that are helping to yield results today;… Continue reading Discover the $5 Million Sales Blueprint

Annuities

Advances Sales Training has returned…

Simplicity’s Advanced Sales Training is designed for agents and advisors who are looking to strategically grow their production through a proven, systematic sales process. During this half-day virtual training, agents and advisors will be immersed in the critical selling techniques and strategies for successfully navigating the first stages of the sales process. Attendees will receive a comprehensive… Continue reading Advances Sales Training has returned…

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

Life

We’ve just launched a bonus program you won’t believe

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

Blog, Life

Learn the Value of Accelerated Benefit Riders

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