"You Click, You Pick"
EFFICIENT END-TO-END PROCESS
QURIOSITYQUOTE™ ALLOWS ADVISORS TO RUN AND COMPARE QUOTES FROM SEVERAL DIFFERENT PROVIDERS IN MINUTES.
THE ROBUST PRODUCT CENTER PROVIDES RESEARCH THAT HELPS AGENTS 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.
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.
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. Because the loan is safe for the lender, you are not the direct borrower of the loan, unlike a mortgage for a house. Statistically, the extra money contributed to the plan, gives participants 60%-100% more distributions later,compared to a self-funded plan.
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.
What people say about us.
Here are comments from our beloved clients
"Website was easy to use and someone followed up quickly. Respectful, professional, and not pushy."
— Henry C., Michigan
"Honest, transparent, and efficient. I wish more companies operated like this."
— Marcus J., Illinois
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