Simplicity Tax-Free Retirement


Thursday, March 14, 2024 at 10:00A CT

Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.

When addressing income planning for clients, taxes can pose a significant threat if not handled correctly. Simplicity’s Tax-Free Retirement Insider's program is a turnkey, multimedia prospecting platform that equips advisors with the skills to effectively communicate potential challenges to clients and suggest optimal solutions, prioritizing their best interests.

Wednesday, February 14, 2024 at 12:00P CT

Utilize existing contact lists to create new opportunities

Learn about a new strategy available to Simplicity advisors.

As a part of its Tax-Free Retirement series, Simplicity has created a Tax Diversification and Retirement presentation for your clients and prospects.

Please join our webinar and hear from Simplicity Partner and best-selling author, Patrick Kelly, who will provide key insights to reducing future tax burdens and protecting retirement income. Simplicity agents can directly market this program to prospective clients and generate new business.


  • Presentation Narrative
  • Program Overview
  • Tax-Free Retirement Sales Software
  • Advisor/Agent Access