Amplify your practice.
While opportunities are greater today, the work is harder.
With Simplicity InsurMark’s Advisor Mentorship Program, you can get more out of your business and spend less time doing it.
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?
Simplicity 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.
Stop working in your business and start working on it. When you do, you’ll discover that work-life balance is not just possible but well within your reach.
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
AMP advisors grew annuity business with Simplicity InsurMark
Reflects year over year growth in annuity business placed through Simplicity InsurMark for advisors in the AMP program for that period.
2018
2020
2021
2019
2022
2023
2024
Meet your AMP team
David Cohen
Advisor Development Consultant
david.cohen@simplicitygroup.com
713-808-8533
With 25 years of experience in the financial services industry, I have developed deep expertise across both retail and B2B sectors. My extensive background includes helping clients navigate complex financial decisions, providing tailored solutions to meet their unique needs, and mentoring other professionals in the field. Over the years, I’ve built a reputation for delivering strategic insights, fostering lasting client relationships, and driving growth. My passion for financial education and development is at the core of everything I do, ensuring clients and advisors alike can achieve their goals.
Michelle Anderson
Annuity Case Manager
michelle.anderson@simplicitygroup.com
713-808-8512
Binh Nguyen
Life Case Design Specialist
binh.nguyen@simplicitygroup.com
713.808.8535
Ben Grams
Sales Director, Simplicity Life
ben.grams@simplicitygroup.com
763-237-3636
Maria Thibodeaux
Life Case Manager
maria.thibodeaux@simplicitygroup.com
713-808-8523
Learn more about how AMP can change your business trajectory, schedule a call with David and request an introduction kit.