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.
Tony Sifuentes 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
Tony Sifuentes, Senior VP, Advisor Development Consultant
I started in this industry right out of college in 2001, and it’s all I have ever known. I have worked with some of the most successful advisors in this industry, and I am a conduit to share the best of the best ideas and strategies I have heard over the last 22 years.
I use a very methodical approach applying plain language to make the complicated simple and to help you focus on revenue generating activities and return on investment.
At the end of the day, there has to be more than just the business, so I work with a group of successful like-minded advisors looking for a work optional life- style. Successful advisors with a “life of leisure.”
I don’t charge any additional fees or take additional commission from advisors. I believe in having a win- win situation for my advisors and myself. My only fee is that I earn as much of my full override (paid by the insurance companies) as possible on the products I recommend.
If that sounds fair, I would love to work with you!
WALT GYNN
Annuity Advisor Development Consultant
wgynn@insurmark.net
713.808.8545
STEVE LOVING
Life Advisor Development Consultant
sloving@insurmark.net
713.808.8543
Charles Stalker
Business Development Resource
charles.stalker@simplicitygroup.com
713.808.8506
MEGAN FALCON
Annuity Case Manager
mfalcon@insurmark.net
713.808.8555
BINH NGUYEN
Life Case Manager
bnguyen@insurmark.net
713.808.8535
MARIA THIBODEAUX
Life Case Manager
mthibodeaux@insurmark.net
713.808.8523
Learn more about how AMP can change your business trajectory, schedule a call with Tony or complete the form to request an introduction kit.