June 2026–May 01
Jun 11 (1 event)
Jun 11Online Event1:00 pmJun 11Agent CenterSimplicity University - Annuity TrainingJoin Simplicity’s exclusive webinar and learn proven annuity sales strategies presented by our team of industry professionals and sales leaders. We will provide the actionable insights and field-tested techniques to help you:
- Identify annuity opportunities with clients and prospects
- Position timely solutions that address current client needs
- Strengthen relationships to set the stage for a successful year ahead.
Don't miss this chance to gain practical, results-driven ideas you can put into action immediately.
Jun 18 (1 event)
Jun 18Online Event1:00 pmJun 18Agent CenterThe Right Fit: Whole Life vs Indexed Universal LifeAs an Insurance professional, you frequently face the challenge of determining whether Whole Life or Indexed Universal Life truly aligns with a client’s unique financial goals.
Join Simplicity Partners Brian Manderscheid and Todd Petit for an exclusive Insights webinar as they explore the strategic integration of Whole Life and Indexed Universal Life. Together, they will deconstruct the mechanics, challenges, and ideal applications of each product, equipping you with the insight to confidently deliver the right recommendation for every client scenario.
What You Will Learn:
- Client Suitability: Identify the specific financial goals and risk tolerances that match Whole Life stability versus IUL flexibility.
- Mechanics & Challenges: Compare the features of each product and learn how to manage common issues, like IUL cost increases and Whole Life premium commitments.
- Sales Applications: Review practical case studies and strategies for positioning each product, including scenarios where using both provides the best outcome.
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.