Finally, an IMO that gives you the tools to help your clients understand IUL and Wealth Transfer. Simplicity Life is dedicated to increasing your life insurance sales and we are certain the below tools will increase your life insurance sales. SIGN UP TODAY to learn more and get access to these new and exciting tools that are revolutionary to our industry.
Make My 401k Tax Neutralizer
Do your clients fully understand the tax consequences when they take money from their regular 401K accounts? Their 401K provider will issue a 1099 and this information must be reported on your client's tax return. This tool will easily demonstrate to your client why a properly structured IUL policy can offset taxes from their regular 401K withdrawals and help in making their 401K withdrawals tax free.
When you work with Simplicity Life, you can offer your clients guaranteed Tuition Reward® Points to all of their children, grandchildren, nieces and nephews in the form of Tuition Rewards with SAGE Scholars. Tuition Rewards are discounts off full tuition at participating colleges. Interested in how you can be a part of this exclusive program with Simplicity Life? Click below to learn more!
Finally, a tool that allows you to simply explain and illustrate wealth transfer concepts for your client! In just a few simple steps, you can show your client how much more their heirs will inherit if they transfer their current IRA or CD assets to life insurance.

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.