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The Power of the Annual Review

Thursday, July 30, 2026 | 1:00 PM ET | Virtual Event
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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 insuring they are allowed to attend.

Uncover needs. Strengthen relationships. Identify opportunities.

An annual policy review is far more than just a routine check-in. When executed effectively, it is a powerful opportunity to deepen client trust, demonstrate your ongoing value, and firmly position yourself as your client's lifelong advisor.

Join us for our upcoming webinar, The Power of the Annual Review, where we will dive into the exact strategies and conversations that turn standard check-ins into powerful practice growth.
  • Sparking Powerful Conversations
  • Inforce Action Alerts
  • Maximizing Policy Value
  • Unlocking Product Solutions
Don't miss this chance to strengthen your client relationships, uncover unmet needs, and identify new avenues for growth.

Contact Us

475 Springfield Avenue

Summit, New Jersey 07901

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Registered representative participation is subject to broker/dealer approval. Please confirm with your broker dealer prior to registering. Registered representatives are responsible for following their broker dealers non-cash compensation (including entertainment) reporting requirements of their broker/dealer