UPCOMING EVENT
solutions for long term care needs
SEPTEMBER 03
1:00PM EST
As the baby boomer generation is now within the ages of 60 to 78, now is the best time to present and implement a plan to your clients that will protect their future.
UPCOMING EVENT
UTILIZE EXISTING CONTACT LISTS TO CREATE NEW OPPORTUNITIES
SEPTEMBER 04
1:00PM EST
Hear from Simplicity Partner and best-selling author, Patrick Kelly, who will provide key insights to reducing future tax burdens and protecting retirement income.
UPCOMING EVENT
New Perspectives on Accumulation and Protection During Volatile Markets
SEPTEMBER 05
11:00AM EST
Learn how to help clients understand the importance of accumulation and protection strategies in mitigating market turbulence.
UPCOMING EVENT
Become a Professional in Tax-Free Retirement Planning
SEPTEMBER 10
1:00PM EST
Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.
UPCOMING EVENT
Wealth forum
SEPTEMBER 17
1:00PM EST
Join Simplicity Wealth and learn how investment advisors are speaking about risk differently to win new business and help keep clients committed to their investment plans.
UPCOMING EVENT
Integrate a Multichannel Marketing Approach
SEPTEMBER 26
1:00PM EST
Businesses that adopt a multichannel marketing strategy experience a 91% higher yearly customer retention rate.