Simplicity Group

Simplicity Group | Simplify the Tax-Advantaged Distribution Conversation

Simplify the Tax-Advantaged Distribution Conversation Download Transform the Traditional Illustration Experience Download this guide to help you navigate the conversations during the life insurance sales process while showing clients its tax advantages. Key data points covered: Total Premiums paid into the policy Potential Distributions Net Death Benefit Learn how Simplicity’s proprietary software can help address

Simplicity Group | Simplify the Tax-Advantaged Distribution Conversation | Thank You

Thank you for your interest in Simplicity Group! Someone will be reaching out to you soon. Please find Transform the Traditional Illustration Experience available for download below. DOWNLOAD YOUR COPY SimplicityGroup.com | 800.921.3100 This hypothetical example is shown for illustrative purposes only and is not guaranteed. This newsletter is designed to provide general information on the

Simplicity Group | Get the 2023 “Tax-Free Strategy Report”

2023 Report Update Learn more about the tax-free strategy that can help grow your business. Complete the form to download the 2-page report. This brochure is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used

Simplicity Group | 2023 “Tax-Free Strategy Report” | Thank You

Thank you for your interest in Simplicity Group! Someone will be reaching out to you soon. Please find the 2023 “Tax-Free Strategy Report” available for download below. DOWNLOAD YOUR COPY SimplicityGroup.com | 800.921.3100 This brochure is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide

Simplicity Group | 2023 Updates to Social Security and Medicare

Taxes, Medicare and Benefits Update 2023 Learn more about the 2023 updates to Social Security and Medicare that are relevant to your clients. Complete the form to download this two-pager to use as a reference. This brochure is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not

Simplicity Group | 2023 Updates to Social Security and Medicare | Thank You

Thank you for your interest in Simplicity Group! Someone will be reaching out to you soon. Please find the 2023 Updates available for download below. DOWNLOAD YOUR COPY SimplicityGroup.com | 800.921.3100 This brochure is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal

Simplicity Group | 6 Simple Optimizations for Social Media | Thank You

Thank you for your interest in Simplicity Group! Someone will be reaching out soon. In the meantime, download 6 Simple Optimizations for Social Media below. DOWNLOAD YOUR COPY In the meantime, be sure to check out our upcoming webinar on Best Practices to Achieve Growth happening on Thursday, February 16, 2023 at 1:00 PM ET. In today’s

Simplicity Group | 6 Simple Optimizations for Social Media

6 Simple Optimizations for Social Media Understand new ways to stand out on social platforms In today’s digital age, social media has become a key component in companies or an individuals’ success. A social media account is often times the first exposure, as it generates an initial reaction. It has never been more essential to

Simplicity Group | 2023 Social Security Updates Fact Sheet

2023 Social Security Changes The 8.7% COLA will be the largest increase in 41 years Learn how thousands of advisors are meeting qualified prospects through Social Security education. Complete the form to download this  two-pager to use as a reference. This brochure is designed to provide general information on the subjects covered. Pursuant to IRS

Simplicity Group | 2023 Social Security Changes | Thank You

Thank you for your interest in Simplicity Group! Someone will be reaching out to you soon. Please find the 2023 Social Security Changes Fact Sheet below. DOWNLOAD THE FACT SHEET SimplicityGroup.com | 800.921.3100 This brochure is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide

Simplicity Group | 5 Discovery Questions to Connect with Clients

5 Discovery Questions to Connect with Clients Get targeted questions used to better understand your clients’ goals and pain points, while building a strong connection and forming a long-lasting relationship. Complete the form to download the questions now. FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 2343395-080922

Simplicity Group | 5 Discovery Questions | Thank You

Thank you for your interest in Simplicity Group! Thank you for your interest in Simplicity Group. Someone will be reaching out soon. DOWNLOAD 5 QUESTIONS SimplicityGroup.com FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 2343395-080922