Online Events

In-person Events

April 2026–Mar 01

  • May 07 (1 event)

    May 07
    Online Event
    1:00 pm
    May 07
    Agent Center
    Leverage The Simplicity Agent Center
    Register 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
    Go To Registration

  • May 12 (1 event)

    May 12
    Online Event
    1:00 pm
    May 12
    Agent Center
    Understanding Executive Compensation Plans

    The 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
    Go To Registration

  • 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 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