No-Charge Direct Mail

Lead-Generation Mailers

Simplicity’s direct-mail program offers you the choice of two engaging mailers — Maximizing Social Security Benefits and Taxes in Retirement. It produces qualified leads and offers the option of our professional appointment-setting service to maximize your results.

We guarantee that you will receive a minimum of seven responses. If we don’t generate the minimum, we do another mail drop at our expense.

Based on your continued production, you will receive additional free mail drops! The more you produce, the more you receive… free!

The direct-mail program can be tailored to fit various demographics and its delivery methods can be modified to fit your style. Ask us for a copy of the Direct Mail Agent Guide to learn more about using this program to build your book of business.

Certain rules and restrictions apply. Please refer to the enrollment form for complete details.



  • Just wrote a $500,000 case on the second appointment using the Social Security questionnaire data. going back to write a possible $300,000 case!

  • The Taxes in Retirement mailer has delivered more leads from higher-income households than I've ever seen. Taxation and RMDs are of major concern these days!

Consumer's Guide to Taxes in Retirement
The Guide to Social Security

We’ll show you how No-Charge Direct Mail can make a difference today.