Simplicity Annuity University

Thursday, June 30, 2022

10:00am-12:00pm CDT

Connect with More Prospects During Times of Market Volatility

Recent market volatility can cause concern among investors; however, it can also be an opportune time for financial professionals to remind clients and prospects of the importance of a holistic financial plan.

Join Simplicity on June 30th, for an exclusive two-hour, virtual event, that covers how to address today’s market volatility as part of a comprehensive financial strategy that works to secure one’s financial future.

Attendees will receive...

• Sales Training on how to address the six financial
  planning considerations (including market risk) to
  help progress prospects through the first and second
  appointment processes
•  A Financial Questionnaire that will help uncover
  prospects’ true concerns and business opportunities as
  they pertain to the six financial planning considerations
• Marketing Strategies based on the six financial planning
  considerations to help attract more qualified prospects

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 

2208496-0522

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