Each year, thousands of term life insurance policies approach the end of their initial level premium period. Because these dates can easily be overlooked amid busy schedules, clients might not notice the transition until they receive a renewal notice from their carrier.
Parents and grandparents are always looking for meaningful ways to support the next generation.
High-income professionals earning more than $200,000 annually represent an attractive yet often underserved market.
Too many advisors spend time chasing cold, unvetted leads while completely ignoring the goldmine of opportunities in their existing book.
If you are looking for a definitive way to move beyond the cold-calling cycle and into a room full of engaged, qualified prospects at once, educational workshops can be one of the most effective growth strategies available.
As a partner and CEO of Simplicity Group, Bruce Donaldson believes the industry is at a defining moment that demands bold ideas, smarter tools, and a renewed focus on the people at the heart of it all.
In today’s financial landscape, optimizing income strategies for tax-deferred accounts is more crucial than ever. With rising national debt and escalating tax rates, financial professionals must leverage efficient tax mitigants to help clients navigate retirement planning.
Nathan leads the life insurance division of Simplicity Group, working with all the Group’s Partners who specialize in life insurance. In this Q&A, Nathan explains why he is excited about the future of our industry and how Simplicity’s core principles help create an exciting path for advisor success.
Big changes are underway in the industry. And they could soon elevate your production and your clients’ satisfaction. As you read this, paper apps, products taking months to issue, invasive underwriting and legacy systems are on their way out the door.
What you’re about to read might be the most effective (and original) door-opener and strategy that a holistic agent or advisor could wish for…
