ADVISOR MENTORSHIP PROGRAM
Amplify your practice.
While opportunities are greater today, the work is harder. With InsurMark’s AMP, get more out of your business and spend less time doing it.
Jeremy Houser Vice President, Senior Advisor Development Consultant
LET’S TALK >>
AMPLIFY YOUR BUSINESS
AMP cuts through the noise
In today’s crowded marketplace, financial advisors must find a way to differentiate themselves from the competition … or risk getting lost in the sea of sameness. Have you carved out a clear path to the top?
InsurMark’s Advisor Mentorship Program (AMP) is a field-tested, field-proven set of processes, tools and resources that can assist you in your professional ascent. Our team of experts will help you identify key challenges in your practice and then value engineer a plan for turning them into opportunities for achieving your unique goals. If you’re willing to put in the work, the program can lead you to new levels of success.
“Jeremy has been a tremendous addition to my team. He and the AMP tools and strategies are helping me with everything from case preparation to rethinking my whole business plan.”
“Jeremy, you are the best. My staff and I love working with you. You have been a real asset to my business and we have grown a lot because of your input.”
“I am truly honored to work with you every day. The AMP resources continue to grow my business every year.”
WHY AMP?
Set the tempo
In conducting business planning calls with top advisors throughout the country, we found that most admitting to desiring better time management and organization. They were also looking for external accountability for turning plans made into promises kept. Along the way, the Advisor Mentorship Program provides:
Ultimately, you’ll be able to operate like larger firms …
but more efficiently and effectively.
A blueprint for success
Branding best practices
Technology advantages
Point-of-sale tools
Monthly tracking calls
Process implementation tips
A dedicated, trusted team
An exclusive top-agent network
SEE FOR YOURSELF HOW AMP IS CHANGING PRACTICES — AND LIVES.
AMP ADVISORS GREW ANNUITY BUSINESS WITH INSURMARK
Reflects year over year growth in annuity business placed through InsurMark for advisors in the AMP program for that period.
2018
2019
2020 *pandemic*
2021
2022
2023
MEET YOUR AMP TEAM
Jeremy Houser, Vice President
Senior Advisor Development Consultant
As a trusted consultant and advisor to the financial professionals he serves, Jeremy is committed to helping you professionalize all aspects of your practice and unlock your full potential.
In early 2018, he identified a clear gap in service and support for advisors across the nation, and built the Advisor Mentorship Program to address and close it. One of his passions within AMP is to help advisors refine their own process and attract clients instead of chasing them.
Today, this program continues to help a select group of advisors stay focused on achieving consistent growth, while adding value to their practice and developing Business Alpha through the resources available through InsurMark.
713.808.8548
713.973.5273
JEREMY HOUSER NAMED INSURMARK’S 2019, 2020, and 2022 SALES EMPLOYEE OF THE YEAR
FELICIA TURNER
Annuity Case Manager
fturner@insurmark.net
713.808.8573
MARIA THIBODEAUX
Life Case Manager
mthibodeaux@insurmark.net
713.808.8523
BINH NGUYEN
Life Case Manager
bnguyen@insurmark.net
713.808.8535
DAVE RAY
Life Advisor Development Consultant
dray@insurmark.net
713.808.8542
ELLIOT HUDDLE
Annuity Advisor Development Consultant
ehuddle@insurmark.net
713.808.8508
SARAH KNOWLES
Business Development Representative
sknowles@insurmark.net
713.808.8505
Learn more about how AMP can change your business trajectory, schedule a call with Jeremy or complete the form to request an introduction kit.
JOIN TODAY TO EXPERIENCE THE CAMARADERIE OF THIS EXCLUSIVE ADVISOR NETWORK.
