Simplicity Connect

 

 

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.

 


 

 

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