• Expert Insights – Learn from top industry leaders on current economic trends and proven brand-building strategies for long-term success.
• Advanced Planning – Master complex topics including trust structures, HNW client acquisition, and leveraged life insurance in today’s interest rate environment.
• Actionable Tactics – Gain key strategies for effective "Tax-Free Retirement" storytelling and penetrating professional markets (Estate Planning Attorneys, Family Offices, and CPAs).
• Innovative Technology – Discover how to leverage AI to simplify your business and maximize your efficiency using Simplicity’s proprietary tools and solutions.
• Networking Opportunities – Connect with peers, mentors, and industry leadership.
• Simplicity Overview
• Economic Outlook
• The Importance of Brand Building and Strategies for Long-Term SuccessÂ
• How to Effectively Tell the Tax-Free Retirement Story
• Masterclass on Trusts
• Attracting and Closing HNW Clients
• Leveraged Life Insurance in Today’s Interest Rate Environment
• Positioning Kai-Zen with Key Targets Markets
• Understanding The Customer Mindset
• College Planning
• Trends in Underwriting PanelÂ
• Using Simplicity’s Technology Solutions (Simplicity Technology and Simplicity Ensight)
• AI to Simplify your Business
• Solutions for Business Owners
• ADC Case StudiesÂ
• Building the Professional Triad: Tactics for penetrating top-tier Estate Planning Attorneys, Family Offices, and CPAs
• Leveraging Unique Sales Opportunities Using Simplicity’s Partner Network
Each person is responsible for booking his/her own air travel.Â
Los Angeles International Airport (LAX) is the nearest airport to the Marina del Rey Marriott hotel.
Arrivals: Event check-in will take place from 11:00 AM to 1:00 PM on October 28th. We recommend arriving at LAX no later than 11:00 AM to allow enough time to travel to the venue before the meeting begins at 1:00 PM.
Departures: Training will conclude at 5:30 PM on October 29th, followed by an experience at Sony Studio. We recommend booking your return flight for anytime on October 30th.