Simplicity Wealth Forum

 

Wealth Forum

Thursday, February 2, 2023 at 12:00 PM CST

Learn how a Simplicity Wealth partnership can help growth-minded advisors solve investors’ biggest challenges by delivering…

Distinctive Value 

  • Qualified Lead Generation through educational marketing programs and for those qualifying advisors, paid-for in-person workshops.
  • A Proven End-to-End Sales Process centered around a turnkey solution, technology integration, and training opportunities.
  • Professional Execution and Support from a team that is dedicated to growing advisors’ businesses and helping maximize client relationships.

Simplified Investment Management 

  • Research and Due Diligence of the universe of investments distilled to a carefully curated list of managers and strategies that is actively monitored and adjusted for optimal portfolio results.
  • Flexible Investment Platform that is strategy agnostic and allows advisors to offer tax optimization, direct indexing, tax-loss harvesting, socially responsible investment options, and more.
  • Investment Proposals Designed to Support a Holistic Plan that seamlessly integrates investment strategies and guaranteed lifetime income products into the client's portfolio when appropriate.

FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 


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