Name: Leveraged Life Insurance Symposium
Start: 2026-09-30T13:00:00-04:00
End: 2026-10-02T08:00:00-04:00
Location: Omni Las Colinas Hotel

Leveraged Life Insurance Symposium

Wednesday, September 30th - Thursday, October 1st

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

Fill out the link below to register.

REGISTER HERE

Leveraged Life Insurance Symposium

Prospect. Sell. Retain.

A Playbook to Life Insurance Sales Success

Wednesday, February 4th - Thursday February 5th

Wednesday, September 30th - Friday, October 2nd

Please scroll down to review all meeting and travel details

on this page.

Fill out the link below to register.

REGISTER HERE

Join Simplicity in Dallas!

Ready to close more premium finance business? Join us at this exclusive symposium to unlock cutting-edge research, gain actionable insights, and master the industry-leading resources you need to close more deals.
Simplicity is a market leader in leveraged life insurance business. From Kai-Zen and premium finance solutions to specialized strategies for business owners and high-net-worth clients, we have the resources to help you scale your practice.

What to Expect

Designed as a deep-dive, advanced learning meeting, this symposium gives you actionable strategies for the leveraged life insurance market.

● Master the Sale: Learn exactly how to position and close complex, highly lucrative deals.

● Gain an Edge: Dive into the latest industry research and market trends.

● Upgrade Your Toolkit: See live demonstrations of the newest tools designed to help you win.

● Insider Access: Hear directly from top industry experts and leading carriers.

● The Ultimate Platform: Discover how you can lean on Simplicity's proprietary platform,
recognized as the best in the business.

Nathan

Jacobson

Gene

Zimmerlink

Mary Anne

Ehlert

David

Foster

Jeremy

Bickler

Steve

Ruhberg

Speakers

Patrick

Kelly

Ben

Nevejans

David

Gruenzner

Ashley

Paulsen

Rahim

Rajpar

Michael

Falkenstein

Zachary

VonBank

Meeting & Travel Details

Hotel accommodations

Hotel accommodations will be pre-arranged for all attendees at the Omni Las Colinas. 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 $279 (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 12:00 PM on September 30th. We recommend flying into DFW the morning of September 30th.

Departures: Please book your return flight for October 2nd.

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 to the Omni Las Colinas .

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.

Disclaimer: 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.

Agenda

Wednesday, September 30th

Morning

Arrivals

^{Dallas-Fort Worth International Airport (DFW)}

1:00 PM - 5:30 PM

Symposium Day 1

^{Salons A-F}

5:30 PM - 6:30 PM

Networking Hour

^{Mandalay & Foyer}

6:30 PM

Symposium Welcome Dinner

^{Event Lawn}

Thursday, October 1st

7:00 AM - 8:00 AM

Breakfast

^{Event Lawn}

8:00 AM - 5:30 PM

Symposium Day 2

^{Salons A-F}

5:40 PM - 6:30 PM

Networking Hour & Book Signing

^{Event & Game Lawn}

6:30 PM

Symposium Closing Dinner

^{Event Lawn}

Friday, October 2nd

7:00 AM - 8:00 AM

Breakfast

^{Kokopelli Grand Ballroom}

All Day

Departures

^{Dallas-Fort Worth International Airport (DFW)}

Travel & Meeting Details

Hotel accommodations

Hotel accommodations will be pre-arranged for all attendees at the Omni Las Colinas. 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 $279 (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 12:00 PM on September 30th. We recommend flying into DFW the morning of September 30th.

Departures: Please book your return flight for October 2nd.

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 to the Omni Las Colinas .

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.

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

Omni Las Colinas Hotel

REGISTER HERE

Training Venue

The Phoenix Plaza Conference Center

Training Venue

The Phoenix Plaza Conference Center