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.

Lindsey Summerville
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?

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

See for yourself how AMP is changing practices and lives.

Resource Library

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.

100%

2018

23%

2020

24%

2021

25%

2019

34%

2022

2023

48%

2024

Meet your AMP team

2023 Sales Employee of the Year

Lindsey Summerville

Advisor Development Consultant

lindsey.summerville@simplicitygroup.com
713-808-8501

As an Advisor Development Consultant, I partner with insurance agents, registered reps, and investment advisor representatives to help with marketing, sales, and business operations.

With over 16 years in the financial industry, I’m able to draw on multiple areas of knowledge. Whether it be wholesaling mutual funds, ETFs, CITs, both variable and fixed indexed annuities, as well as retirement plans, I’m able to leverage this experience and provide comprehensive support to my advisors.

We work with individuals and firms looking to benefit from the breadth and depth of Simplicity InsurMark’s support. We specialized in helping those who seek to take their practice to the next level and elevate from being an advisor who happens to own a business, to a business owner that happens to be an advisor.

What does that mean? It means an expansion of your business, increase in your income, and reduction of your overhead. Through proven processes we seek to drive Business Alpha, the additional return to your business when partnering with Simplicity InsurMark. The result? Better outcomes for your clients and a better work life balance for the advisor.

What do I do when I’m not working? I’m a huge sports fan and like to play golf. I love reading and playing any type of trivia and enjoy spending time with my wife Tracy and two kids, Anna, and Davis.