October 2026–Sep 01
Oct 20 (1 event)
Oct 20Online Event1:00 pmOct 20Agent CenterWebinar: Leverage The Simplicity Agent CenterYour Command Center for Success
The Simplicity Agent Center is designed to help you work smarter, not harder, so you can serve your clients with unmatched efficiency. With proprietary content, exclusive resources, and leading industry tools, we give you the resources to build, scale, and capitalize on your business, all in one place.
Oct 27 (1 event)
Oct 27Online Event1:00 pmOct 27Agent CenterWebinar: Maximizing ROI on In-Person Prospecting EventsAre you ready to transform your lead generation workshops into a steady pipeline of potential clients?
Success at in-person prospecting isn’t just about being in the room, it’s about effective execution and utilizing the right tools.
Join us as we do a deep dive into our established in-person event best practices and resources to help you move beyond "just showing up" and start executing with precision.
Oct 28 (1 event)
Oct 28 – Oct 29Marina Del Rey, CAOct 28Agent CenterAdvanced Sales ForumJoin Simplicity in Marina del Rey!
This high-impact event is designed for top-tier agents looking to elevate their business through advanced strategies, expert insights, and measurable results. You will gain direct access to industry leaders and walk away with actionable tactics you can implement immediately.
What You Can Expect:
- Expert Insights – Learn from top industry leaders on current economic trends and proven brand-building strategies for long-term success.
- Advanced Planning – Master complex topics including trust structures, HNW client acquisition, and leveraged life insurance in today’s interest rate environment.
- Actionable Tactics – Gain key strategies for effective "Tax-Free Retirement" storytelling and penetrating professional markets (Estate Planning Attorneys, Family Offices, and CPAs).
- Innovative Technology – Discover how to leverage AI to simplify your business and maximize your efficiency using Simplicity’s proprietary tools and solutions.
- Networking Opportunities – Connect with peers, mentors, and industry leadership.
Oct 29 (1 event)
Oct 28 – Oct 29Marina Del Rey, CAOct 28Agent CenterAdvanced Sales ForumJoin Simplicity in Marina del Rey!
This high-impact event is designed for top-tier agents looking to elevate their business through advanced strategies, expert insights, and measurable results. You will gain direct access to industry leaders and walk away with actionable tactics you can implement immediately.
What You Can Expect:
- Expert Insights – Learn from top industry leaders on current economic trends and proven brand-building strategies for long-term success.
- Advanced Planning – Master complex topics including trust structures, HNW client acquisition, and leveraged life insurance in today’s interest rate environment.
- Actionable Tactics – Gain key strategies for effective "Tax-Free Retirement" storytelling and penetrating professional markets (Estate Planning Attorneys, Family Offices, and CPAs).
- Innovative Technology – Discover how to leverage AI to simplify your business and maximize your efficiency using Simplicity’s proprietary tools and solutions.
- Networking Opportunities – Connect with peers, mentors, and industry leadership.
Nov 03 (1 event)
Nov 03Online Event1:00 pmNov 03Agent CenterWebinar: Introduction to Estate Planning for High-Net-Worth ClientsJoin Simplicity’s Advanced Planning Team for a foundational webinar on estate planning.
This session will be an introductory level discussion on estate planning, lifetime wealth transfers, and basic trust planning topics. The goal is to provide advisors with a core understanding of estate and wealth transfer planning along with best practices for advisors seeking to add estate planning to the services they provide to higher net worth clients.
Nov 12 (1 event)
Nov 12Online Event1:00 pmNov 12Agent CenterWebinar: Wealth Transfer Planning MasterclassJoin Simplicity’s Advanced Planning Team for a masterclass webinar focused on advanced planning strategies that address the top trust & estate planning challenges of high-net-worth and ultra-high-net-worth families.
This session will cover current events in the wealth transfer space, introduce strategies to address the unique challenges and goals of HNW/UHNW families and create meaningful life insurance and planning opportunities for advisors.
Nov 17 (2 events)
Nov 17 – Nov 19Atlanta, GANov 17Agent CenterAdvanced Sales TrainingAtlanta Airport Marriott Gateway
This in-person event is designed for financial professionals looking to improve their overall sales proficiency. From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process that will drive success.
Nov 17Online Event1:00 pmNov 17Agent CenterWebinar: Unlocking the Long-Term Care OpportunityInitiating the long-term care conversation is often one of the toughest hurdles advisors face, as clients often resist discussing it, and advisors worry about creating friction in the relationship. However, proactively addressing this risk protects your clients' life savings while positioning your practice for multi-generational retention and significant asset-gathering opportunities.
Join Simplicity Partner, Misty Mcminn and Nationwide's Vice President of Business Development, Jeffery Sobota as they break down how top producers turn the LTC conversation into a primary practice-growth engine.
Nov 18 (1 event)
Nov 17 – Nov 19Atlanta, GANov 17Agent CenterAdvanced Sales TrainingAtlanta Airport Marriott Gateway
This in-person event is designed for financial professionals looking to improve their overall sales proficiency. From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process that will drive success.
Nov 19 (1 event)
Nov 17 – Nov 19Atlanta, GANov 17Agent CenterAdvanced Sales TrainingAtlanta Airport Marriott Gateway
This in-person event is designed for financial professionals looking to improve their overall sales proficiency. From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process that will drive success.
Dec 03 (1 event)
Dec 03Online Event1:00 pmDec 03Agent CenterAdvisor Insights Webinar: Kai-Zen MasterclassDec 15 (1 event)
Dec 15Online Event1:00 pmDec 15Agent CenterAdvisor Insights Webinar: College Planning