No-Cost, Lead Generating Platform

On-Demand | Virtual

Utilize existing contact lists to create new opportunities

Learn about a new strategy available to Simplicity advisors.

As a part of its Tax-Free Retirement series, Simplicity has created a Tax Diversification and Retirement presentation for your clients and prospects.

Please join our webinar and hear from Simplicity Partner and best-selling author, Patrick Kelly, who will provide key insights to reducing future tax burdens and protecting retirement income. Simplicity agents can directly market this program to prospective clients and generate new business.

*Attendance required to opt in to this opportunity


  • Presentation Narrative
  • Program Overview
  • Tax-Free Retirement Sales Software
  • Advisor/Agent Access