Join us at the Simplicity UFC Headquarters for a hyper-focused 2-day success session where you will learn from proven leaders and see their systems LIVE and IN ACTION!
Learn about our discoveries and valuable response data gathered over the last 27 years from thousands of top producers, and 1.7+ million consumer campaigns.
We will also go over trends, proven formulas, top producer activities, presentations, closing techniques, appointment pointers and other critical elements to doubling and tripling your annuity and life insurance business.
PLUS! Hear an insightful review on the state of the premium finance investment strategy, today’s most advanced marketing practices, and the best new client acquisition solutions in our industry.
STACKED SPEAKER PANEL
Hear from Multi-Million Dollar Producers who are using our programs and experiencing undeniable success.
Limited to 40 Advisors, Secure Your Spot TODAY!
Free to attend, just pay travel.
EXPERTISE:
DRAWING ON A STRONG LEGAL BACKGROUND TO ADDRESS + FULFILL COMPLEX CLIENT NEEDS
Advanced Markets Attorney and Director of Advanced Markets at Simplicity Group, explains how using innovative tools and objective consultation can help financial advisors navigate complex client needs and achieve exceptional outcomes. David's decades of active experience brings unparalleled insight and practical solutions to help advisors thrive in a dynamic environment.
EXPERTISE:
STRATEGIC WEALTH PRESERVATION- THE POWER OF PREMIUM FINANCE
Mark Storms has helped place over $1.5 billion in life insurance premium since 2010. His approach emphasizes the Wintrust difference: providing specialized, uninterrupted service and a dedicated team to support the unique needs of the premium finance market. Through our strategic partnership, advisors gain access to a leader in the field committed to enhancing long-term IRR and optimizing estate planning through customized financing solutions.
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EXPERTISE:
MECHANICS OF GROWTH - CREDITING STRATEGIES AND MARKET EVOLUTION
As a seasoned industry veteran with an actuarial foundation, Todd Petit specializes in the "inner workings" of modern life insurance products. He bridges the gap between complex product design and field-level execution, helping advisors understand how crediting mechanics and market shifts create new windows of opportunity for high-net-worth clients.
EXPERTISE:
MOTIVATING HNW CLIENTS TO TAKE ACTION
Vince takes pride in curating top-tier resources that empower advisors to connect with and serve affluent clients, ultimately elevating their own success in the process. His greatest motivation comes from helping his colleagues achieve milestones they once thought impossible, transforming their ambitions into reality. That’s the essence of his PremiumLife™.
EXPERTISE:
COLLATERAL-FREE LEVERAGED
LIFE INSURANCE
Nathan Medin is a leading specialist in collateral-free leveraged life insurance designs, helping high earners unlock the full potential of wealth planning strategies with Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA)., UFC's proprietary PremiumLife™ Flex design has become incredibly popular allowing clients to benefit from the power of premium financing even if they cannot meet traditional requirements. His innovative approach enables advisors to help more clients achieve financial happiness and security across generations.
EXPERTISE:
STRATEGIC ESTATE & ASSET INTEGRATION
Specializing in the Kaizen strategy, Jeremy helps advisors understand the value of leveraging institutional capital to create meaningful life insurance solutions for affluent clients, business owners, and executives. He is passionate about simplifying complex concepts, identifying ideal opportunities, and guiding advisors through the process from initial case design to successful implementation. Through education, collaboration, and hands-on support, Jeremy empowers advisors to expand their planning capabilities and deliver sophisticated strategies that help clients protect their wealth, enhance legacy planning, and achieve long-term financial objectives.
EXPERTISE:
STRATEGIC ESTATE & ASSET INTEGRATION
As an estate planning and business law specialist licensed in both Florida and Nevada, Ciara Lister provides the essential legal framework required to implement sophisticated financial strategies. Her expertise ensures that complex wealth transfer tools, such as those utilizing institutional leverage, are seamlessly integrated into a client’s broader legal and legacy objectives.
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EXPERTISE:
FOREIGN NATIONAL PREMIUM FINANCING BUSINESS
Eric Lopez leads the strategic expansion into multicultural and global segments for National Life Group, specializing in the unique intersection of foreign national planning and advanced life insurance leverage. With a focus on high-net-worth (HNW) individuals who have significant financial ties to the U.S. and a need for sizeable protection, Eric provides advisors with the tools to better understand and navigate complex international estate and tax planning needs.
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EXPERTISE:
SCALING SUCCESS - THE BLUEPRINT FOR 10X PRODUCTION GROWTH
Jorge Villar brings over 30 years of proven marketing mastery to the table, specializing in high-velocity lead generation and conversion systems. As a partner at Simplicity UFC, he provides advisors with the tactical "road map" to transition from inconsistent results to a predictable, scalable business model designed to triple production through multi-channel engagement.
EXPERTISE:
HOLISTIC RETIREMENT & LEGACY PLANNING
Mike is the Founder and President of Estate & Retirement Resources, where he has helped individuals, families, and business owners navigate retirement, estate, and wealth planning since 1998. A strong advocate of educational marketing, Michael has used live client events and seminars as a cornerstone of his business development strategy, helping him build lasting client relationships and maintain Top Producer status with Simplicity UFC for more than 15 years.
EXPERTISE:
EXECUTING HIGH-IMPACT CLIENT EVENTS
As a specialist in high-end event execution, Hazely Lopez focuses on the operational excellence required to turn a standard event into a high-conversion marketing asset. Her approach treats the client event as a critical business process, ensuring that every detail, from initial outreach to post-event follow-up, is meticulously managed to maximize advisor ROI...and how she can train your team to do the same.
EXPERTISE:
CONVERTING PROSPECTS INTO LONG-TERM CLIENTS
Lewis Rosen is a sought-after speaker and educator, Lewis has delivered hundreds of presentations on wealth management topics and trained more than 1,000 financial advisors nationwide. He is also the host of the popular radio show Smart Money on CJAD, where he shares insights on investing, tax planning, insurance, and estate strategies. Through a disciplined, relationship-focused approach, Lewis and his team continue to help affluent families preserve, grow, and transfer wealth with confidence.
EXPERTISE:
TURNING PROVEN SYSTEMS INTO BETTER CLIENT EXPERIENCES
Known for his practical and client-focused approach, Brad utilizes a proven, repeatable client acquisition and conversion process that combines educational live events with personalized in-office consultations. By tailoring recommendations to each client's unique goals and circumstances, he helps families create retirement income strategies designed to provide stability, predictability, and peace of mind, allowing them to spend less time worrying about market uncertainty and more time enjoying the life they've worked hard to build.
Agenda
Monday 6:30pm - 9:30pm
Welcome Reception at Marina Cantina Rooftop, Clearwater Beach
Tuesday 8:30am - 3:30pm
Highlights:
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Marketing Resources to Grow Referral Network
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Advanced Trust + Estate Planning Integration for the UHNW Market
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Waterfall Legacy Planning (Rockefeller vs Vanderbilt)
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Navigating the Premium Financing Rate Environment
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Unlocking Opportunities with Foreign National Prospects
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Customized Client Education and Objection Handling
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Premium Financing Renewal Process + Performance Reviews
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Market Trends + Innovations
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Preview of What it Takes to Run Successful Prospecting Events
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See More Prospects with our 30 year proven marketing concepts using Facebook, Direct Mail, Dinner Seminars, Educ. Workshops, Webinars and 1 on 1 Qualified Appointments to 3X your Production
5:30pm
LIVE New Client Acquisition Dinner Seminar
Bascom's Chophouse, Clearwater
A bus will arrive at 5:30pm at the hotel to transfer you to the LIVE client seminar that officially starts at 6:30pm!
Wednesday 9:00am - 12:00pm
Highlights:
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Review of LIVE Client Seminar Event and What Makes the Program Most Effective
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Review of the Presentation, Preparation, and Results
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Key Questions, Best Practices, and How to Build Irresistible Rapport with New Prospects
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Simplicity's Tools + Resources to Boost Your Brand + Business
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The Automated Digital Marketing Program that Will Put Prosect Nurturing on Autopilot
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Mastering the Art of Human Connection
July 20-22, 2026
clearwater, fl
Registration is FREE and includes a 2-night stay at the Residence Inn by Marriott Clearwater Downtown. Travel and ground transportation should be arranged on your own accord, with the exception of bus transportation that is available to take you to and from the welcome reception and live client seminar event.
For More Information Call Your ADC (Advisor Development Consultant) directly or dial 800-661-6596 to be connected to the team.