Upcoming Webinar

Advisor Insight: Life Solutions for Business Owners

Date: Tuesday, September 22, 2026
Time: 1:00 PM EST

Business owners represent some of your highest-value clients, but navigating their complex financial needs requires specialized strategies.

Join the Simplicity's Advanced Planning Team and Principal Financial Group's Advanced Solutions Team for an actionable, strategy-driven webinar focused on addressing the top needs of business owners. This session will cover concepts that not only address business owner problems and priorities, but also create meaningful life insurance and planning opportunities.

Reserve Your Spot

Please confirm with your broker-dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for ensuring they are allowed to attend.

Attend to learn about:

  • Master best practices for business succession and buy-sell planning
  • Select effective executive compensation plans for key talent
  • Minimize the tax burden on active business income
  • Reduce tax impacts on the sale or gift of a business

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