Episode 46: The New Administration Has Arrived with Jeff Maxey
This week’s topic: The Power of Differentiation: How Advisors Can Set Themselves Apart from the Crowd with Jeff Maxey
Episode 45: A New Chapter – Discussing a Legacy with Steve Kerns
In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group.
Episode 44: There Is No “I” In Team with Felicia Turner
In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business.
Episode 43: Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont
In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.
Episode 42: Systems Work People Fail 2.0 – Next Steps To Scale Your Business
In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.
Episode 41: Taking The Trip – Here’s What To Look Forward To at InsurMark
In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals what’s to come for InsurMark during this sunny season. From education and coaching to InsurMark’s 40th-anniversary celebration and even client appreciation events, listen in and discover ways the firm continues to implement new and improved mentoring, coaching, and marketing strategies for advisors.
Episode 40: Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS®
In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients.
Episode 39: Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather
In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care. Advisors — listen in and explore the available holistic options to support your clients during this new phase of life.
Episode 38: The Power of Forecasting & How To Stand Out
The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark , but it doesn’t stop there. From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.
Episode 37: The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP®
In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and services for advisors and consumers.