Episodes

There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance. Key Highlights: Challenges and Growth in 2023: J...

How are AMP advisors thriving in today’s market? Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs. Key Points to Spark Your Curiosity: Learn how AMP advisors are integrating financial technolo...

Is 10X actually easier than 2X? Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world. In this insightful episode, Jeremy dives into topics including: Strategies for expanding your business in a rapidly growing industry The ...

The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes! Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors. In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains ...

In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place. Je...

With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices. In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind. Jeremy discusses: The transition of leadership at InsurMark The InsurMark team’s strategies ...

Do you ever think about the power of Simplicity in business? In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients. Bruce discusses: Simplicity Group’s philosophy when it comes...

Good leaders are made, not born. In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone’s role within the organization. Jeff discusses: His commitment to the success of his team members and how he plans to elevate the grounds at InsurMark The growth he has experienced working with top advisors across the country The company culture at InsurMa...

It’s the passing of the torch at InsurMark! In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group. As Steve assures that InsurMark will continue to provide excellent service and support to agents and advisors, we walk down memory lane, highlighting our top accomplishments as a team and showing our gratitude for the amazing leader Steve has been over the ...

Have you done your homework? Are your papers in order? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business. She also discusses the process of getting funds in and dealing with carriers, staying on top of...

Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success. Greg discusses: The challenges he faces in manag...

As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients. In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within thei...

As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer. In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals what’s to come for InsurMark during this sunny season. From education and coaching to InsurMark’s 40th-anniversary celebration and even client appreciation events, listen in and discover ways...

We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like? In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients. ...

Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients’ retirement plans. But that’s not everything. Did you know we also help with asset-based long-term care? In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care. Advisors — listen in and explore the available holistic options to support your clients during this ...

The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark. But it doesn’t stop there. From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors. Jeremy discusses: The concept of ‘lost decade’ and the importance of protecting investment returns during challenging time...

Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need for you and your clients. In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the ...

In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies. Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources. In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry comp...

We have some news for you! Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success. In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come. Jeremy discusses: How to appeal to the younger generation The value of building a virtual presence and the right way of in...

As advisors, it is incredibly important to differentiate ourselves from the competition. In 2023, that might look like finding our niche, offering a unique service, or finding a way to create meaningful connections with our clients. While this is a good starting point, there’s more we can do. In this episode, Jeremy Houser is joined by Jeremy Bickler, the VP of Sales for the Central Region at NIW. Jeremy introduces Kai-Zen® and ILIA as two must-know advisor-focused platforms. Listen in as Jeremy...

After witnessing a record-breaking year in 2022, the future of InsurMark looks brighter and more inspiring than ever. This week, Jeremy Houser and Steve Kerns, the Founder, and President of InsurMark, sit down to talk about all things InsurMark. From starting in this industry to what’s to come in the future ahead, Steve unpacks 2022 as the firm’s 39th year in business, as well as what to look forward to during their 40th anniversary in 2023. Steve discusses: His and his wife Becky’s motivation ...

2023 is the year of speed and efficiency. In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida. He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint. Chad discusses: What makes Aspida different from other Insurance Carriers Some company values...

When it comes to financial well-being, most people immediately think about creating a financial plan, saving up for their retirement, and being able to enjoy their golden years after the hustle is over. What they don’t realize is that without physical well-being, those golden years might be overshadowed by a number of health problems, throwing a wrench in your plans for years to come. What if you treat your health as an asset? In this episode, Jeremy Houser is joined by Stevyn Guinnip, the found...

As this year comes to a close, Jeremy Houser is checking in with his team at InsurMark to celebrate their wins and hear from them. An important part of Jeremy’s team process (that gets them closer as a company) is to review and share the goals and resolutions they have set for themselves going into the new year. And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their busi...