Simplicity Life has an acute awareness of the needs of your clients as well as those of your business. Our sales tools work to position you as the subject-matter expert on life insurance and the many applications that it can offer your clients from the commonly known survivorship benefit to lesser-known planning strategies including providing tax-free retirement income, college funding, long-term care, and more. Our priority is to equip you with the sales tools that will enable you to better serve your clients while growing your business.
Help your clients and prospects understand the potentially expensive tax consequences of their company-sponsored retirement plan through 401(k) Tax Neutralizer. In this program, you will learn how to simply demonstrate how a properly structured IUL can help offset the taxes associated with withdrawals in retirement.
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Wealth transfer among generations can result in unnecessary costs if not done efficiently. Cap-Tran (Capital Transfer) is a proprietary software program that will help you illustrate critical wealth transfer concepts to your clients and prospects including the financial benefits to their heirs by transferring IRA or CD assets to life insurance.
Help your clients utilize life insurance to give the gift of education through the Sage Scholars Tuition Rewards program. This unique private college savings program provides discounts on full tuition at more than 400 participating private colleges and universities, nationwide.
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Simplicity Life is not a broker dealer, registered investment adviser, or tax adviser and the output from the calculators contained on any Simplicity Life websites DOES NOT constitute tax or securities advice. Contact a qualified tax professional BEFORE withdrawal of funds from a qualified defined benefit contribution plan such as a 401(k). All calculations are based on information provided by the user. The output from the calculators contain within any Simplicity Life, Inc. are NOT guaranteed, but is believed to be accurate and reliable. This output is shown for illustrative purposes only, is not guaranteed, and should not be used to predict or project future results. All calculations are based on information provided by you and input provided by your financial professional. Actual results will vary (include conditions that would affect the outcome, such as fees/charges, market conditions, etc.). This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your tax advisor or attorney.
1 According to the Investment Company Institute as of September 30, 2012: https://www.ici.org/policy/retirement/plan/401k/faqs_401k