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  • July 2023

  • Thu 13

    Prudential Webinar: Estate Planning for High-Net-Worth Clients

    July 13, 2023 @ 2:00 pm - 3:00 pm
  • August 2023

  • Thu 10

    Prudential webinar – Spousal Lifetime Access Trusts: Accumulate, Access & Transfer Wealth

    August 10, 2023 @ 2:00 pm - 3:00 pm
  • Wed 16

    New Producer and Website Demo

    August 16, 2023 @ 9:00 am - 10:00 am

    Join us for a webinar on August 16, 2023 at 9:00AM CDT. Rachel Smith, AVP of Accounts and Marketing for Simplicity Agency, will go through our newly designed site. Highlights will be:   Website Demonstration   Who to Contact   Simple Sales Ideas After registering, you will receive a confirmation email containing information about joining […]

  • Wed 16

    Demystifying Indexed Universal Life (IUL) Series

    August 16, 2023 @ 11:00 am - 12:00 pm

    How to Position the Product (Part 5) Build on what you've learned from the rest of the Demystifying IUL Series and put it all together with these tips on presenting IUL insurance products to clients. We'll discuss:    • Typical target clients    • Several different sales concepts    • Tips for creating compelling illustrations    • Effective product […]

  • September 2023

  • Wed 13

    Selling Principal® supplemental benefits

    September 13, 2023 @ 11:00 am - 12:00 pm
  • Thu 14

    Principal webinar – Business Market Solutions – 3 sales ideas in 15 minutes

    September 14, 2023 @ 2:15 pm - 3:00 pm
  • Thu 21

    Prudential webinar – The Financial Confidence Correlation and Tips for Closing Sales

    September 21, 2023 @ 2:00 pm - 3:00 pm
  • Fri 22

    Principal webinar – Leveraging technology for financial wellness

    September 22, 2023 @ 11:00 am - 12:00 pm
  • October 2023

  • Mon 9

    Corebridge webinar – New SimpliNow Choice platform for Select-A-Term #1

    October 9, 2023 @ 11:00 am - 12:00 pm

    REGISTER HERE.

  • Tue 10

    Corebridge webinar – New SimpliNow Choice platform for Select-A-Term #2

    October 10, 2023 @ 1:00 pm - 2:00 pm

    REGISTER HERE.

  • Wed 11

    Mutual of Omaha webinar – Life Insurance is a Unique Asset

    October 11, 2023 @ 11:00 am - 12:00 pm
  • Wed 11

    John Hancock webinar – Introducing Premier Benefit IUL

    October 11, 2023 @ 2:00 pm - 3:00 pm
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2100 Southbridge Pkwy, Ste 650
Birmingham, AL 35209

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Call us at 800-876-3950 and ask for the on-boarding team to discuss innovative solutions for all your insurance brokerage needs!

Insurance and Annuities are: Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value

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