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Life

It’s the E-Learning Event of the Year

Three steps to success: STEP 1: REGISTER for our JULY 21st Webinar REGISTER HERE   STEP 2: BECOME CONTRACTED with Allianz/h3> DOWNLOAD OUR CONTRACTING PACKET STEP 3: ATTEND the complete webinar WHEN: Tuesday, July 21, 2020 TIME: 9:00 am, CDT PRESENTERS: Simplicity Group Holdings, Allianz Life Insurance Company, special guest Patrick Kelly   And to… Continue reading It’s the E-Learning Event of the Year

Annuities, Life

A Special Message from Simplicity Group

To:   Our Valued Business Partners RE:  Simplicity Business Continuity Update As markets and the current health issues presented by COVID-19 continue to evolve in unprecedented ways and at a rapid pace, we wanted to update all our valued business partners on Simplicity's business continuity plans, which have now been implemented. First, we hope that this… Continue reading A Special Message from Simplicity Group

Annuities, Life

COMING SOON: Top Advisor Training

PLEASE NOTE: Due to recent concerns about public safety, this event has been postponed. Please email us at INFO@simplicitygroup.com for details on upcoming training events.   That's right! Simplicity Des Moines' (formerly Davis Life & Annuity) Focus: Top Advisor Training event in Nashville, TN from March 25-27, 2020. Did we mention - if you qualify… Continue reading COMING SOON: Top Advisor Training

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

Annuities, Life, Underwriting FAQ

Davis Life & Annuity is Now Part of Simplicity Group!

NEWS RELEASE FOR IMMEDIATE RELEASE MEDIA CONTACT Trent Davis and Jon Davis, Co-Principals, Davis Life & Annuity Simplicity Group Holdings, Inc. P: 800-747-5612 E: DLB@DavisLife.com Simplicity Group Holdings Acquires Davis Life & Annuity and Partners with Jon and Trent Davis New York, NY (January 9, 2019) – Simplicity Group Holdings, Inc. (Simplicity) is pleased to… Continue reading Davis Life & Annuity is Now Part of Simplicity Group!

Blog, Life

NEW VIDEO! 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 NEW VIDEO! Learn the Value of Accelerated Benefit Riders

Blog, Life

In-house New Business

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