Start the Conversation about Diversifying Clients' Financial Planning Approach

By submitting this form and opting in, you consent to receive marketing updates, account-related notifications, and customer care messages from Simplicity Group at the phone number provided, including messages sent via an auto dialer or automated system. Message & data rates may apply. Message frequency varies. Carriers are not liable for delayed or undelivered messages. Reply HELP for help and STOP to cancel. View our Terms and  Privacy Policy.

Getting the conversation started about diversifying a client’s financial planning approach can be challenging. Simplicity’s new educational one pager provides advisors with what they should say to help bring clarity and confidence to clients when it comes to adding diversity and strengthening their retirement income strategy.

Educate clients on diversifying their portfolio and adding:

  • Growth
  • Principal protection
  • Guaranteed income