Online Events

In-person Events

Wealth Advisor Events

Recruiting Events

May 2026–Apr 01

  • May 19 (1 event)

    May 19
    Online Event
    May 19
    Agent Center
    Executive Compensation Masterclass

    Join 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.
    Go To Registration

  • May 21 (1 event)

    May 21
    Online Event
    1:00 pm
    May 21
    Online Event
    From Overwhelmed to Outperforming: Solving the Time and Expertise Gap in Digital Marketing

    Join us for an exclusive presentation sharing how you can go from overwhelmed to outperforming using digital marketing for your business and secure more leads in less time.

    This presentation will give you direct access to industry specialists who will provide step-by-step instructions on how to enhance your digital marketing and leverage the right tools to let you focus on what matters most - your clients.

    What You'll Learn:

    • How to define a digital marketing strategy that actually works
    • The importance of using the right digital platforms
    • How a marketing partner can help you spend more time with clients

    Gain expert knowledge, actionable insights, and valuable data to turn the unknown stressors of digital marketing into your greatest asset.

    Go To Registration

  • May 26 (1 event)

    May 26
    Online Event
    1:00 pm
    May 26
    Agent Center
    Disability Insurance: The Missing Link

    Income is the foundation of any financial plan. Every lifestyle choice, from vacations to second homes, depends on it. Yet, income protection is often a "missing link" in many portfolios. While many clients rely on Group LTD, those plans often leave a massive gap in their protection.

    Join us as we do a deep dive through case studies on how to close the income gaps in your clients financial plans and help them better protect their legacy.

    We will break down complex scenarios and the specialized products that solve them like:

    • Supplemental IDI
    • Guaranteed Standard Issue (GSI)
    • Business Overhead Expense (BOE)
    • Buy-Sell & Key-Person DI
    Go To Registration

  • May 27 (1 event)

    May 27
    Online Event
    1:00 pm
    May 27
    Online Event
    Navigating the GLP-1 Revolution in Life Underwriting

    The 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: How leading carriers view GLP-1 usage across different health profiles.
    • Pricing & Risk: The direct impact of these medications on risk classification and policy premiums.
    • Field Underwriting with GLP-1s: Strategies for properly addressing GLP-1s during the initial client discovery phase.
    • Application Excellence: Specifically what documentation and clinical details to include in a submission to ensure a seamless underwriting experience.
    Go To Registration

  • May 28 (1 event)

    May 28
    Minneapolis, MN
    May 28
    In-person Events
    Simplicity Securities Recruiting: The One Platform Advantage

    Join 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.

    Download Marketing Content Go To Registration

  • Jun 11 (1 event)

    Jun 11
    Online Event
    1:00 pm
    Jun 11
    Agent Center
    Simplicity University - Annuity Training

    Join 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.

    Go To Registration

  • Jun 24 (1 event)

    Jun 24 – Jun 26
    Minneapolis, MN
    Jun 24
    In-person Events
    Simplicity Life Sales Summit

    Join 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.

    Advisor Registration

  • Jun 25 (1 event)

    Jun 24 – Jun 26
    Minneapolis, MN
    Jun 24
    In-person Events
    Simplicity Life Sales Summit

    Join 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.

    Advisor Registration

  • Jun 26 (1 event)

    Jun 24 – Jun 26
    Minneapolis, MN
    Jun 24
    In-person Events
    Simplicity Life Sales Summit

    Join 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.

    Advisor Registration

  • Jul 30 (1 event)

    Jul 30
    Minneapolis, MN
    Jul 30
    Agent Center
    Advanced Sales Training

    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.

    Qualification Link Staff & Speaker Link

  • Sep 23 (1 event)

    Sep 23 – Sep 25
    Dallas, TX
    12:00 pm
    Sep 23
    In-person Events
    Simplicity Sales Summit

    Join 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.

    Contact Your Simplicity Representative

  • Sep 24 (1 event)

    Sep 23 – Sep 25
    Dallas, TX
    12:00 pm
    Sep 23
    In-person Events
    Simplicity Sales Summit

    Join 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.

    Contact Your Simplicity Representative

  • Sep 25 (1 event)

    Sep 23 – Sep 25
    Dallas, TX
    12:00 pm
    Sep 23
    In-person Events
    Simplicity Sales Summit

    Join 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.

    Contact Your Simplicity Representative

  • Sep 28 (1 event)

    Sep 28
    Charlotte, NC
    12:00 am
    Sep 28
    Agent Center
    Simplicity Securities Recruiting: The One Platform Advantage

    Join 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.

    Registration Link Pending

  • Nov 17 (1 event)

    Nov 17 – Nov 19
    Atlanta, GA
    Nov 17
    Agent Center
    Advanced Sales Training

    Atlanta 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.

    Contact your Simplicity Representative

  • Nov 18 (1 event)

    Nov 17 – Nov 19
    Atlanta, GA
    Nov 17
    Agent Center
    Advanced Sales Training

    Atlanta 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.

    Contact your Simplicity Representative

  • Nov 19 (1 event)

    Nov 17 – Nov 19
    Atlanta, GA
    Nov 17
    Agent Center
    Advanced Sales Training

    Atlanta 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.

    Contact your Simplicity Representative

  • Dec 03 (1 event)

    Dec 03 – Dec 04
    Phoenix, AZ
    Dec 03
    Agent Center
    Simplicity Life Sales Summit

    Join 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.

    Contact your Simplicity Representative

  • Dec 04 (1 event)

    Dec 03 – Dec 04
    Phoenix, AZ
    Dec 03
    Agent Center
    Simplicity Life Sales Summit

    Join 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.

    Contact your Simplicity Representative