Simplicity San Diego Blog

All of the latest and breaking life insurance and annuity news for the independent financial professional. Includes marketing ideas, training events, industry reports, sales ideas and much more.

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Thrive in Any Regulatory Environment with This 4-Step Growth Framework

In April of 2016, the Department of Labor’s Fiduciary Rule rolled out and many financial advisors began making changes to their practice. No one really knew exactly how it would impact financial professionals and their practice, however, everything pointed to a fundamental shift in the areas of financial and insurance advice.
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When a Client Loses a Loved One

Losing a loved one can be one of the most traumatic events in a person’s life. Not only do these individuals have to cope with their own grief, but they are also responsible for handling many social and financial responsibilities.