Join industry experts and top producers at this dynamic event designed to equip advisors with cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success. Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
• Expert Insights – Gain valuable tips from top industry leaders and sales
• Client Retention Strategies – Keep clients engaged and build lasting relationships.
• Networking Opportunities – Connect with peers, mentors, and industry experts.Â
• Cutting-Edge Tools – Leverage the latest tech and resources to boost sales.
• Proven Sales and Marketing Techniques – Discover actionable methods to build your brand and close more deals.
• Actionable Takeaways – Walk away with real-world tactics to elevate success.
- Simplicity Group OverviewÂ
- Prospecting Like a Pro: Building Your Brand Using Simplicity’s Marketing
- How to Effectively Tell the Tax-Free Retirement Story
- Solution Selling: Addressing the Retirement Savings Gap Using Kai-Zen
- Leveraging Unique Sales Opportunities Using Simplicity’s Partner Network
       * Executive Benefit PlansÂ
       * Protected TomorrowsÂ
- ADC Case Studies – Lessons and Insights to Help Drive Your Growth
- Networking Happy Hour & Patrick Kelly Book SigningÂ
- Insights from our Carrier PartnersÂ
- Using Simplicity’s Technology Solutions to Simplify the Sale & Create Better EngagementÂ
- Leveraging Simplicity’s Professional Services to Support your Business
- Building Trust in the Era of AI and Digital Finance
Kick off the Simplicity Life Sales Summit by joining us on the Budweiser Rooftop Deck for the Minnesota Twins vs. Los Angeles Dodgers game on on Wednesday, June 24!Â
Shuttles will arrive at the hotel at 5:15Â PM to transport attendees to the game.
If you plan to attend, please be sure to book your flight to arrive before the shuttle departure time. For those not attending the game, the meeting will officially begin on Thursday, June 25 at 9:00 AM.
Â
Â
Hotel accommodations will be pre-arranged for all attendees at the InterContinental Minneapolis - St. Paul Airport Hotel. Simplicity's Events Team will share confirmation details with you prior to the event.
Each person is responsible for the cost of his/her hotel room.
The room rate per night is $219 (pre-tax).
Â
Each person is responsible for booking his/her own air travel.Â
Minneapolis–Saint Paul International Airport (MSP) is the nearest airport and is directly connected to the hotel.
Arrivals: Check-In begins at 4:00 PM on June 24th for the Twins game. We recommend landing MSP by 3:00 PM at the latest.
Departures: Training will end at 12:30 PM on June 26th.