Simplicity's Proprietary Business Building Solutions
ONE WORKSHOP. THREE ENVIRONMENTS.
Maximizing Social Security (MSS)
This comprehensive prospecting program attracts qualified leads and positions you as the subject matter expert on Social Security.
Present virtually, in the classroom, or as a traditional dinner workshop. No matter the environment, MSS provides a natural bridge to the retirement planning conversation.
TURNKEY SEMINAR SYSTEM
The Truth About Annuities (TAA)
This turnkey seminar system includes compliance approved presentation, support pieces and custom materials.
With response rates of about .7% and average asset levels of roughly $500,000 per household, our TAA workshop brings qualified prospects to your door.
DIRECT MAIL, BOOK MARKETING STRATEGY
Reading For a Better Retirement (RBR)
Cross-sell to clients, generate referrals, and target past event attendees
Discover how a financial professional turned $8,000 into $250,000 in compensation in 90 days with book marketing.
Participating advisors/agents will receive supporting materials including a training video and step-by-step execution guide with scripts, templates, and more.
