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.
Randy Yost Senior VP, 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.
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
MEET YOUR AMP TEAM
Randy Yost, Senior VP
Senior Advisor Development Consultant
For over 20 years, I’ve been working daily to help financial advisors achieve their goal of upward profitability. Always trying to get better, I’ve honed my product knowledge and advanced case design strategies to help my advisors make smart confident decisions using a technology and data driven approach that is also human centric, so you never have to go it alone. As a trusted consultant I will help you unlock your full potential through a time-tested proven process focused on case design for clients, proven marketing systems to help you attract your ideal clients, as well as helping you to scale your business to monetize your life’s work. I am fully committed to partnering with the advisors I serve.
I have had the privilege and honor of serving some of the industry’s top advisors and assisting them with marketing, sales, and business-operations support. I best served advisors looking to double their income and take more time off, seeking a work-optional lifestyle. As your Advisor Development Consultant, I specialize in helping ambitious annuity, life, and wealth advisors build more successful and sustainable 21st century retirement income businesses.
Top financial professionals who are looking for fresh ideas and predictable results that ultimately allow them to professionalize every aspect of their business with a process driven approach. If you’re committed to enhancing your practice without sacrificing your level of client service, contact me for strategies and solutions that can deliver on their promises.
With my support and knowledge, advisors can grow their business, increase their income, and lower overhead through proven, time-tested processes, marketing programs, tools, and resources. By recognizing smart opportunities and taking steps to capitalize on them, you can increase your margins while enhancing your relationships with confidence.
LINDSEY SUMMERVILLE
Annuity Advisor Development Consultant
lsummerville@insurmark.net
713.808.8501
BINH NGUYEN
Life Case Manager
bnguyen@insurmark.net
713.808.8535
MARIA THIBODEAUX
Life Case Manager
mthibodeaux@insurmark.net
713.808.8523
LORA ORNDORFF
Business Developer Representative
lorndorff@insurmark.net
713.808.8507
TOM CABARLE
Life Advisor Development Consultant
tcabarle@insurmark.net
713.808.8540
COURTNIE HEGGELUND
Annuity Case Manager
cheggelund@insurmark.net
713.808.8556
Learn more about how AMP can change your business trajectory, schedule a call with Randy or complete the form to request an introduction kit.
JOIN TODAY TO EXPERIENCE THE CAMARADERIE OF THIS EXCLUSIVE ADVISOR NETWORK.
