April 2026–Mar 01
Apr 29 (1 event)
Apr 29Online Event1:00 pmApr 29Agent CenterProactive Tax Planning Using Life Insurance SolutionsAttend to learn how to:- Identify the specific goals and risks business owners face
- Implement advanced life insurance solutions designed to achieve those goals and mitigate stage-specific risks
- Utilize proven strategies for effectively approaching and engaging business owners at every phase of growth
May 07 (1 event)
May 07Online Event1:00 pmMay 07Agent CenterLeverage The Simplicity Agent CenterRegister today to learn how to leverage Simplicity’s- Centralized Business Hub: Access everything you need via our proprietary single sign-on platform
- Inforce Action Center: Use data-driven insights and automated tools to connect with the right client at the right time
- Business Tracking: Stay on top of production and AUM with simplified contracting updates and real-time views
- Unparalleled Sales and Marketing Tools: Leverage customizable materials and data-driven insights to grow and retain your clients
May 12 (1 event)
May 12Online Event1:00 pmMay 12Agent CenterUnderstanding Executive Compensation PlansThe ability of a business to recruit and retain highly skilled key employees is a core factor in their growth and overall success. When designed properly, executive compensation plans may play a major role in achieving those goals.
Join Simplicity’s Advanced Planning Team for a foundational webinar on executive compensation planning.
Attend to learn about:
- The importance of a well-designed executive compensation program for businesses.
- Executive compensation plan design basics
- Advantages and disadvantages of the various types of plans
- Unique limitations and opportunities in the not-for-profit employer market
May 19 (1 event)
May 19Online EventMay 19Agent CenterExecutive Compensation MasterclassJoin us for a masterclass webinar focused on incorporating executive compensation planning into your practice as a strategic business owner solution. This session will explore how executive compensation planning not only addresses the need to retain and recruit high level key employees but also creates meaningful life insurance and planning opportunities.
Attend to learn about:- Effective talking points for motivating business owners to discuss executive compensation planning.
- The importance of asking goal-oriented questions during discovery to maximize opportunities.
- How to address the unique questions / concerns of various individuals in the decision-making process, from business owners to CFOs and HR personnel.
- Using executive compensation as a means of opening doors to planning opportunities at the individual executive level.
May 27 (1 event)
May 27Online Event1:00 pmMay 27Online EventNavigating the GLP-1 Revolution in Life UnderwritingThe rapid rise of GLP-1 medications has done more than just transform the health and wellness landscape; it has introduced a new layer of complexity to the life insurance underwriting process. As more clients utilize these treatments, understanding how carriers evaluate them is essential for managing expectations and securing the most competitive offers.
Register for an exclusive Insights webinar hosted by Simplicity Partner, Gene Zimmerlink and Chris Regione, Chief Underwriter at North American. Together, they will discuss underwriting and carrier perspectives of GLP-1s medication and give you guidance on how to help you navigate this evolving market.
What You Will Learn:
- Carrier Evaluation:Â How leading carriers view GLP-1 usage across different health profiles.
- Pricing & Risk:Â The direct impact of these medications on risk classification and policy premiums.
- Field Underwriting with GLP-1s:Â Strategies for properly addressing GLP-1s during the initial client discovery phase.
- Application Excellence:Â Specifically what documentation and clinical details to include in a submission to ensure a seamless underwriting experience.
May 28 (1 event)
May 28Minneapolis, MNMay 28In-person EventsSimplicity Securities Recruiting: The One Platform AdvantageJoin Simplicity and learn how to unlock the power of a unified securities platform. Discover how integrating investment and insurance solutions can help elevate your practice, enhance client value, and drive scalable growth.
Jun 24 (1 event)
Jun 24 – Jun 26Minneapolis, MNJun 24In-person EventsSimplicity Life Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
Jun 25 (1 event)
Jun 24 – Jun 26Minneapolis, MNJun 24In-person EventsSimplicity Life Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
Jun 26 (1 event)
Jun 24 – Jun 26Minneapolis, MNJun 24In-person EventsSimplicity Life Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
Jul 30 (1 event)
Jul 30Minneapolis, MNJul 30Agent CenterAdvanced Sales TrainingThis 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.
Sep 23 (1 event)
Sep 23 – Sep 25Dallas, TX12:00 pmSep 23In-person EventsSimplicity Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting-edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Discover why Simplicity is the premier partner for holistic financial planning, helping advisors bridge the gap between accumulation and protection to deliver consumer-oriented solutions for clients at every stage of life.
Sep 24 (1 event)
Sep 23 – Sep 25Dallas, TX12:00 pmSep 23In-person EventsSimplicity Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting-edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Discover why Simplicity is the premier partner for holistic financial planning, helping advisors bridge the gap between accumulation and protection to deliver consumer-oriented solutions for clients at every stage of life.
Sep 25 (1 event)
Sep 23 – Sep 25Dallas, TX12:00 pmSep 23In-person EventsSimplicity Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting-edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Discover why Simplicity is the premier partner for holistic financial planning, helping advisors bridge the gap between accumulation and protection to deliver consumer-oriented solutions for clients at every stage of life.
Sep 28 (1 event)
Sep 28Charlotte, NC12:00 amSep 28Agent CenterSimplicity Securities Recruiting: The One Platform AdvantageJoin Simplicity and learn how to unlock the power of a unified securities platform. Discover how integrating investment and insurance solutions can help elevate your practice, enhance client value, and drive scalable growth.
Nov 17 (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 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 03 – Dec 04Phoenix, AZDec 03Agent CenterSimplicity Life Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
Dec 04 (1 event)
Dec 03 – Dec 04Phoenix, AZDec 03Agent CenterSimplicity Life Sales SummitJoin industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.