2025 Social Security Changes Includes Tax Rates for 2025 Approximately 72.5 million Americans will see an increase in their 2025 benefits. What does this mean for your clients? Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2023 through the third quarter of 2024, SocialSecurity and Supplemental Security Income
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Mitigate Tax Risks and Simplify Your Sales Process Are you prepared to offer clients tax-efficient retirement solutions and streamline your sales process? With rising tax rates and mounting financial concerns, proactive planning is essential. Turn Challenges into Opportunities with Tax-Diversification Manage tax risk with strategies that protect your clients’ assets. Use Index Universal Life Insurance
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Introducing the Oceanview Topsider FIA Maximize client value through traditional market cycles Annual reset with up to 300% participation rate* with no fee Increased participation through Gain Control Option Backed on volatility-controlled S&P 500 Daily Risk Control 10% ER to deliver consistent return For Agent/Advisor Distribution only – Not for use with the public. 3801841-0824
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Effectively Utilize the Most Efficient Form of Marketing Referred customers are 4 times more likely to refer your brand to others.¹ By leveraging the most efficient form of marketing, advisors can tapinto their existing client base to generate new leads and grow their business. Download this implementation guide to: Deepen relationships with existing clients and
Thank you for your interest in Simplicity Optima Someone will be reaching out to you soon. Please download your Integrated Digital Marketing Blueprint available by download by clicking below. DOWNLOAD YOUR COPY NOW optimafis.com | 415-408-5863 FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 3239670-1123
Get your copy of the Integrated Digital Marketing Blueprint Incorporating an integrated marketing approach helps create consistent brand messaging and expands your reach across multiple platforms. Download our Integrated Digital Marketing Blueprint to understand the journey a customer goes through, from first impression to purchase, as well as a timeline and execution guide to increase
Get your copy of the new Wealth Transfer Planning Guide to share with your clients The Wealth Transfer Planning Guide includes information on the need for liquidity, the Irrevocable Life Insurance Trust (ILIT) as a solution, the importance of protection through flexibility, and a list of considerations to be aware of. The guide will help
Thank you for your interest in Simplicity Group Someone will be reaching out to you soon. Please find your Wealth Transfer Planning Guide available for download by clicking below. DOWNLOAD YOUR COPY NOW SimplicityGroup.com | 800.921.3100 FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 3510506-0424
Thank you for your interest in Simplicity Group Someone will be reaching out to you soon. Please find your report — Integrated Marketing: An Essential Approach to Maximizing Lead Generation and ROI — available for download by clicking below. DOWNLOAD YOUR COPY NOW SimplicityGroup.com | 800.921.3100 FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 3214815-1123