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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Mentors Wanted: Millennials Seek Out Advice

According to a recent article from Employee Benefit Adviser, younger advisors who are entering the business are overwhelmingly satisfied with their career choice. Based on LIMRA’s Young Advisor Series, a survey of financial professionals ages 40 and under, 91% said they were satisfied with their careers.
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The Relationship You Have with the Word “No”

We have all been there, the moment of truth. You have just delivered an impassioned, well-prepared illustration to a client. You feel confident that it couldn’t have been presented any better. Flawless and logical. Then you hear it. No matter how it’s worded – the resounding “No.”
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$21.5 Million in 10 Days

When it comes to getting your application – to quote one of our own, “from submission to commission”, there are a few things you can do to make the process as seamless as possible. We have reviewed the top techniques our elite advisors perform along with conducting several interviews from our case management team in order to break down how to get your cases paid as fast as possible – without any disruption.