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Equipping you with the means to transform your business.

Simplicity’s Tools and Resources

Simplicity is committed to developing and identifying the tools and resources that are proven to grow and optimize a financial advisory business. We work diligently to ensure continuous innovation of those resources so that our advisors may remain at the forefront of the industry. Partner with Simplicity and gain access to:

3 STEPS TO DIGITAL BUSINESS SUCCESS

Learn how to conduct and grow your business virtually through Simplicity three-step Going Virtual platform.

Learn how to conduct and grow your business virtually through Simplicity three-step Going Virtual platform. First, gain access and receive support in setting up and navigating Simplicity recommended technology resources. Second, get the sales process including scripts and training videos for conducting appointments 1, 2, and 3 virtually. And third, get a three-track marketing strategy for generating leads.

THE FUTURE OF LEAD GENERATION

AssetLock® is Simplicity’s award-winning communication technology that helps investors stay informed about the progress of their investment…

AssetLock® is Simplicity’s award-winning communication technology that helps investors stay informed about the progress of their investment and retirement accounts. It is designed to help you automate client communications, increase client retention, generate leads, streamline the referral process, and grow your business.

COMMUNICATE THE VALUE OF SAFETY

Give your clients a reason to refer business and your prospects a reason to do business with you through…

Give your clients a reason to refer business and your prospects a reason to do business with you through veteran financial expert and advisor, Patrick Kelly’s turnkey sales program. Pick a combination of Kelly’s books and share the powerful retirement messages. Book titles include: Tax-Free Retirement (and 10th Anniversary Edition), The Retirement Miracle, Stress-Free Retirement, The 5 Retirement Myths, Seven Secrets to a Happy Retirement and The Life Insurance Dilemma.

TAKE YOUR LIFE BUSINESS TO NEW HEIGHTS

Simplicity Life offers independent advisors proprietary training, marketing tools, and turnkey sales systems for…

Simplicity Life offers independent advisors proprietary training, marketing tools, and turnkey sales systems for growing their life insurance business. Our acute product and industry knowledge allows us to help you position your life insurance solutions in a way that educates your clients on the most suitable options for their needs and strategically grows your business at the same time.

BUILD YOUR BUSINESS THROUGH EDUCATION

Fill the seats of classrooms and auditoriums with new business potential through AFES, Simplicity’s…

Fill the seats of classrooms and auditoriums with new business potential through AFES, Simplicity’s proprietary scholastic workshop program. AFES is a turnkey event marketing system, that highlights your knowledge as an educational resource on timely retirement planning news and topics. Let Simplicity handle everything from your lesson plan to invitation mailers, all you need to do is teach. Build your business as an educator through AFES.

THE PROS, THE CONS AND THE TRUTH ABOUT ANNUITIES

The Truth About Annuities turnkey dinner workshop remains one of the most effective lead generation…

The Truth About Annuities turnkey dinner workshop remains one of the most effective lead generation strategies for Simplicity advisors. This workshop will position you as the subject-matter expert on annuities by informing your audience on the pros and cons of popular annuity types and what product types could be the most suitable solution for those building a retirement income plan.

HOME OF THE MILLION DOLLAR ADVISOR SYSTEM

LTC is becoming a growing concern for just about every retiree and a fiduciary theme…

LTC is becoming a growing concern for just about every retiree and a fiduciary theme for just about every advisor. Learn how to differentiate your business by becoming a subject matter expert on LTC planning strategies through Simplicity Asset-Based LTC home of the Million Dollar Advisor (MDA) sales system. The MDA sales system is turnkey and will provide you with seminars, in-office and/or group training events, and one-on-one coaching opportunities with its founder and million-dollar advisor, Don Quante.

REAL TRAINING = REAL IMPACT

Tap into the businesses and minds of Simplicity’s most successful advisors through the Top Advisor Program. Learn firsthand from practicing advisors…

Tap into the businesses and minds of Simplicity’s most successful advisors through the Top Advisor Program. Learn firsthand from practicing advisors on how they grew their businesses over the years, overcame challenges, and what driving forces catapulted them to a new level of success. Simplicity Top Advisors are eager to listen and coach you through the business development process. Get inspired and get motivated with the Top Advisor Program.

A SMARTER WAY FOR FINDING YOUR IDEAL CLIENTS

The Simplicity Index is our sophisticated consumer data collection and predictive analytics tool…

The Simplicity Index is our sophisticated consumer data collection and predictive analytics tool. It combines our national marketing data with a 12-point assessment to generate highly targeted prospect lists for every marketing event. The Index was designed to beat the industry standard, provide greater insight, and maximize your time and return on investment. Magnify your prospecting power with the Simplicity Index.

TURN MARKETING WASTE INTO POTENTIAL REVENUE

In our industry, we are accustomed to accepting the 1% direct mail response rate. Which means that…

In our industry, we are accustomed to accepting the 1% direct mail response rate. Which means that we are also accustomed to disregarding the 99% of non-respondents. Rather than letting that potential revenue go to waste, Simplicity has developed a proprietary Auto-Marketing Campaign program that allows you to drip your unique message and compelling content to this previously discarded group of potential clients. Maximize your exposure and marketing dollars with Simplicity Auto-Marketing Campaigns.

CAPTURE MORE CLIENT ASSETS

AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process…

AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process. The Snapshot tool, Illustration tool, and turnkey seminar program will help you maximize your closing rate while minimizing your costs and slippage. Work to capture more client assets using the power and flexibility of properly structured withdrawals through
AnnuityCheck.

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