Name: Simplicity Life Sales Summit
Start: 2025-10-21T14:00:00-04:00
End: 2025-10-23T12:00:00-04:00
Location: The Westin Dallas Southlake

Simplicity Life Sales Summit

Prospect. Sell. Retain.

A Playbook to Life Insurance Sales Success

Session 1:

Tuesday, October 21st - Wednesday, October 22nd

Session 2:

Wednesday, October 22nd - Thursday, October 23rd

Please scroll down to review all meeting and travel details on this page.

Fill out the link below to register.

RSVP

Simplicity Life Sales Summit

Prospect. Sell. Retain.

A Playbook to Life Insurance Sales Success

Session 1:

October 21st - October 22nd

Session 2:

October 22nd - October 23rd

Please scroll down to review all meeting and travel details on this page.

Fill out the link below to register.

RSVP

Join Simplicity in Dallas!

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.

Attendees will receive:

• 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.

• 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.

Travel & Meeting Details

Hotel accommodations

Hotel accommodations will be pre-arranged for all attendees at The Westin Dallas Southlake.

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 $235 (pre-tax).

flights

Each person is responsible for booking his/her own air travel.

Dallas Fort Worth International Airport (DFW) is the closest airport.

Arrivals: Check-In begins at 1:00 PM on October 21st (Session 1) & October 22nd (Session 2). We recommend flying into DFW and arriving by 11:00 AM on the morning your session begins.

Departures: Training will end at 12:15 PM on October 22nd (Session 1) and October 23rd (Session 2).

Ground Transportation

Everyone is responsible for booking his/her own transportation to/from the airport. Uber or Lyft is the best way to get to/from DFW and The Westin. Travel time between DFW Airport and The Westin is approximately 10 minutes.

What to bring

Meeting attire is business casual and meal attire is casual. Meeting rooms can get chilly, so please bring a jacket for the training. You can bring a laptop or tablet to take notes though notebooks and pens will be provided.

Travel & Meeting Details

Hotel accommodations

Hotel accommodations will be pre-arranged for all attendees at The Westin Dallas Southlake.

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 $235 (pre-tax).

flights

Each person is responsible for booking his/her own air travel. Dallas Fort Worth International Airport (DFW) is the closest airport.

Arrivals: Check-In begins at 1:00 PM on October 21st (Session 1) & October 22nd (Session 2). We recommend flying into DFW and arriving by 11:00 AM on the morning your session begins.

Departures: Training will end at 12:15 PM on October 22nd (Session 1) and October 23rd (Session 2).

Ground Transportation

Everyone is responsible for booking his/her own transportation to/from the airport. Uber or Lyft is the best way to get to/from DFW and The Westin. Travel time between DFW Airport and The Westin is approximately 10 minutes.

What to bring

Meeting attire is business casual and meal attire is casual. Meeting rooms can get chilly, so please bring a jacket for the training. You can bring a laptop or tablet to take notes though notebooks and pens will be provided.

Agenda Overview

Tuesday,

October 21st

2:00 - 2:15 pm

2:15 - 2:55 pm

2:55 - 3:40 pm

3:40 - 4:15 pm

4:15 - 5:00 pm

5:00 - 5:30 pm

5:30 pm

6:30 pm

Simplicity Group Overview

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

ADC Case Studies – Lessons and Insights to Help Drive Your Growth

Networking Happy Hour & Patrick Kelly Book Signing

Dinner

wednesday,

october 22nd

7:00 - 8:30 am

8:00 - 9:00 AM

9:00 - 10:00 am

10:00 - 10:15 AM

10:15 - 11:00 am

11:00 AM - 12:00 pm

12:15 pm

Breakfast

The Power of Relationship Selling

Using Simplicity’s Technology Solutions to Simplify the Sale

Break

Leveraging Simplicity’s Professional Services to Support your Business

Building Trust in the Era of AI and Digital Finance

Boxed Lunches and Departures

Thursday,

october 23rd

7:00 - 8:30 am

8:45 - 9:30 AM

9:00 - 10:00 am

10:00 - 10:15 AM

12:00 - 1:15 pm

11:00 AM - 12:00 pm

12:15 pm

Breakfast

Conference opens

Break

Conference Continues

Boxed Lunches and Departures

Using Simplicity’s Technology Solutions to Simplify the Sale

Speakers & Topics

- Simplicity Group Overview

- 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 Plans

* Protected Tomorrows

- ADC Case Studies – Lessons and Insights to Help Drive Your Growth

- Networking Happy Hour & Patrick Kelly Book Signing

- Insights from our Carrier Partners

- Using Simplicity’s Technology Solutions to Simplify the Sale & Create Better Engagement

- Leveraging Simplicity’s Professional Services to Support your Business

- Building Trust in the Era of AI and Digital Finance

Speakers & Topics

When you register, you'll have the option to choose either Session 1 or Session 2. Both sessions cover the same content, but presented in a different sequence.

Speakers

Patrick Kelly

Ben Nevejans

David Gruenzner

Ashley Paulsen

Rahim Rajpar

Michael Falkenstein

Travis Fratini

Gene Zimmerlink

Mary Anne Ehlert

David Foster

Agenda Overview

Tuesday,

march 11th

2:00 - 2:15 pm

Opening Comments / Simplicity Group Overview

2:00 - 2:15 pm

Sales and Marketing Resources to Grow Your Practice

3:00 - 4:00 pm

Tax-Free Retirement / Tax Diversification in Retirement

6:00 pm

Dinner

wednesday,

march 12th

7:30 - 8:00 am

Breakfast

8:00 - 9:30 am

Sales Training

9:30 - 9:45 am

Break

Hotel/Training Venue

The Westin Dallas Southlake

RSVPs Closed

Training Venue

The Phoenix Plaza Conference Center

Training Venue

The Phoenix Plaza Conference Center