Simplicity San Diego Blog

All of the latest and breaking life insurance and annuity news for the independent financial professional. Includes marketing ideas, training events, industry reports, sales ideas and much more.

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The Three Phases of Retirement

When you retire, every day becomes Saturday and if you’re like most people, Saturday is probably the day you spend the most money! If you want to make sure you can afford the retirement lifestyle that you want, you'll need a guaranteed “playcheck” to cover all of the family functions, social get-togethers, travel, activities and hobbies.
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Thrive in Any Regulatory Environment with This 4-Step Growth Framework

In April of 2016, the Department of Labor’s Fiduciary Rule rolled out and many financial advisors began making changes to their practice. No one really knew exactly how it would impact financial professionals and their practice, however, everything pointed to a fundamental shift in the areas of financial and insurance advice.