Innovative Technology and Strategies for Enhancing Advisor-Client Relationships

Communication- "Clear, Concise, accurate, and always on time"

Intentionality- "We listen, honor, and respond with care"

Ethics – "We honor and uphold the industry's highest standards"

Impact- "We enable advisors to serve clients with integrity and innovation"

What is AiM Asset-Map and how does it work?

Reimagine Financial Planning

AiM Asset-Map™ is a tool that allows you to visualize your complete financial inventory on one page and show progress towards your financial goals.

Use this FREE tool to organize your assets, plan your future, and share it easily with loved ones, your CPA, and attorney. Don't leave your family guessing – safeguard your legacy today!

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What is QuriosityQuote™ and LifeLink™ and how does it work?

Efficient End to End Process

QuriosityQuote™ and LifeLink^™ allow Advisors and Consumers to Quote, Compare, Apply, and Manage Application process from several different providers in minutes.

‍The robust Product Center provides research that helps Advisors confidently recommend solutions with the backing of our Simplicity Score and our intuitive online portal captures all phases of the sales process in one easy-to-access location.

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What is Kai-Zen® and how does it work?

The Power Of Strategic Leverage

What is Kai-Zen® and how does it work?
Kai-Zen™ is a strategy that uses leverage to help fund an IUL insurance policy. Put another way, it is the "mortgage equivalent" for generating supplemental income distributions. We don't think twice about using a mortgage to purchase a better house than we could with our cash alone.
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Kai-Zen® is the same logic of borrowing
to generate more supplemental income and is secured by a different asset. By using the IUL insurance product designed in the unique Kai-Zen® way to accumulate cash, the plan allows the lender to lend on an asset that is even safer than lending on a house.

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What is Tax Free Retirement and how does it work?

NO-COST, APPOINTMENT-GENERATING PROGRAM

Advisors can now leverage our Tax Diversification and Retirement (TDR) program to engage current clients and attract new business effortlessly. Best-selling author Patrick Kelly will provide your clients key strategies to help reduce future tax liabilities while protecting their retirement goals.

When it comes to income planning for your clients, taxes can become a major threat if not properly addressed. Simplicity’s Tax-Free Retirement Insider’s package is a turnkey, multi-media prospecting program that positions you as the subject-matter expert on tax planning for retirement.

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