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.

David Cohen

Tony Sifuentes
Senior VP, Advisor Development Consultant

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.

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

7%

2023

48%

2024

Meet your AMP team

David Cohen

Tony Sifuentes

Senior VP, Advisor Development Consultant

tony.sifuentes@simplicitygroup.com
713-808-8527

With over two decades in financial services, I’ve dedicated my career to helping advisors succeed by simplifying complex concepts and providing actionable strategies for growth.

My methodical, transparent approach empowers advisors to maximize their ROI, build sustainable businesses, and achieve a work-optional lifestyle without sacrificing family or community values.

My approach centers on creating a 360-degree win for clients, advisors, and myself, fostering partnerships that are mutually beneficial and sustainable. If my philosophy aligns with yours, I’d be honored to collaborate in achieving your professional and personal goals.

Walt Gynn

Senior Advisor Development Consultant
walt.gynn@simplicitygroup.com
713-808-8545

Steve Loving

Life Advisor Development Consultant
steve.loving@simplicitygroup.com
713-808-8543

Charles Stalker

Business Developer
charles.stalker@simplicitygroup.com
713-808-8506

Megan Falcon

Annuity Case Manager
megan.falcon@simplicitygroup.com
713.808.8555

Binh Nguyen

Life Case Design Specialist
binh.nguyen@simplicitygroup.com
713.808.8535

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 Tony and request an introduction kit.