Get the tools and partner to grow your business.
Simplicity Atlanta’s new calculators help advisors maximize efficiencies and develop successful retirement income planning strategies and proposals for clients and prospects.
- Sequence of Returns calculator shows how market volatility impacts the longevity of investments – especially while clients are taking regular distributions.
- Annuity Solutions calculator compares hypothetical market returns to a guaranteed income annuity at 0%.
- Income Allocation Tool examines a client’s current financial situation and income sources in retirement to help effectively put together a financial plan.
Our guiding principles inform everything we do…
Simplicity provides exceptional education in support of every product and service we offer. We want to educate our agents and advisors, who will in turn educate their clients, and thereby advance holistic financial planning for Americans as they prepare for — and live in — retirement.
Education is the cornerstone of any business transaction. People want to buy what they understand. This is especially true in the financial industry which is why we invest in training and educational resources that will help all our partners educate Americans on how to secure their financial futures.
It is our priority to deliver value to our distribution partners, and by extension their clients, in the form of best-in-class insurance, investment, and business development solutions for every stage of life.
Our business is built on strong relationships at every level. We understand the current landscape and anticipated needs of financial professionals and their clients and are well-prepared to provide the sales, marketing and operational support that will help them, help their clients secure their financial futures.
