It’s Here! Your Direct Access to Simplify
Now you can have direct access to Simplify, our new case design solution to help you grow your Whole Life Insurance and Disability Income Insurance business. Access the Simplify Website today and easily download the desktop app.
Currently, the following planning concepts are ready for you to illustrate, some of which feature a sample presentation on our new website:
- Taming a Bear Market
- Key-Person Insurance Plan
- Executive Bonus Arrangement
- Estate Equalization
- Gift of a Lifetime
- Private Financing
- Transferring Wealth in an Asset Sale
- Split Dollar Loans
- Disability Insurance Analysis
- The Value of Whole Life in Your Overall Financial Strategy
- Planning for Foreign Nationals
You’ll soon be on your way to instantly generate client presentations that simplify insurance solutions right at your fingertips. Stay tuned for updates on more planning concepts to be added as they become available.