Simplicity Partners with M&O Marketing and Welcomes Dennis and Denise Brown as Partners

Simplicity is introducing a Sales Support Desk that all Simplicity sales professionals can leverage to outsource sales support tasks across Annuity, Life, and LTC business, including:

  • Products: Illustrations, research, and intelligence

  • Planning: Annuity Proposals, Retirement Plans, SS reports, Income Planning, Holistic financial planning support; Estate planning and business planning (proposals using Ensight and InsMark)

  • Support: Application and form requests, post-issue requests for Annuity sales; Underwriting support, Quick Quotes for Life, and Informal Applications; Advanced Planning Support/Case Design

The Simplicity Sales Support Desk utilizes an online web-form to help you submit and track your requests (Self-Service information and access to the forms is available via the Intranet). If you are a first-time user, please email Nick Kaiser to get trained on how to use the desk.

The Intranet now features info on Promotional Programs from Carriers for Agents

Upcoming Events and Holidays

Please visit the Calendar of Events for April’s advisor training schedule.

Introducing Simplicity’s “Disability Insurance As A Service”

Overview Webinar: Wednesday, April 10, 2024 at 1:00 pm ET

Register to learn how to:

  • Access a team of internal Disability Insurance sales experts
  • Get marketing support to identify opportunities amongst current clients
  • Educate advisors on Simplicity’s DI offering

Human Resources

Anthem’s latest initiative is aimed at enhancing the healthcare experience for your employees through its new Mail Order Prescription Program. You may explore more and register for home prescription delivery by following these simple steps:

  1. Log in to Anthem and go to the Prescriptions Home page (*you can also log in to your mobile app and select Pharmacy).
  2. Choose Request a New Home Delivery Prescription and follow the guided steps to submit.
As part of our partnership with Anthem, Simplicity is pleased to offer a weekly webinar series focused on Health and Wellness.

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Infrastructure

A company-wide email signature template will be deployed across all Simplicity email accounts in the next few months. The IT team will reach out to the Principal Partners in each office in advance of the work.