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.

Jeremy Houser
Vice President, Senior 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

Advisor Mentorship Podcast

Proven Systems & Processes for the 21st Century Advisor

Latest episode

Episode 95: Redefining Index Design and Value Creation with Alan Grissom

Innovation in indexing is reshaping the way advisors deliver value to clients.

What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike?

In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn Investment Group, about his journey from building annuity products to designing disruptive indices like the 500 IQ. He shares how his approach to index design is helping advisors align expectations, manage volatility, and unlock meaningful value in fixed index annuities.

Alan discusses:

His career path from AIG to leading the S&P index business for insurance and founding Brooklyn Investment Group
The design of the 500 IQ index and how it delivers transparency, efficiency, and stronger outcomes for clients
Why many volatility-controlled indices underperform and the importance of intraday pricing
How interest rate environments impact fixed index annuities and advisor expectations
The future of disruptive index design and upcoming innovations from 12 South Capital
And more

Resources:

White Paper: IQ Intraday Vol Control

Connect With Alan Grissom:

Connect with Jeremy Houser:

About Our Guest:

Alan Grissom is the CEO of 12 South Capital, an independent firm focused on creating index-based investment strategies for financial products, and a founding stage partner with the direct indexing firm, The Brooklyn Investment Group.

Prior to founding 12 South Capital in 2022, Alan spent the previous 12 years with S&P Dow Jones Indices, culminating as the Head of Business North America and the Global Head of Insurance with a remit covering over $15 Trillion of assets.

Before joining S&P Dow Jones Indices, Alan held several positions within AIG, including head of annuity products, and was instrumental in establishing the Independent Distribution Channel for life and annuity sales in the US.

Alan has a master’s degree from Vanderbilt University’s Owen School of Management and a bachelor’s degree from The University of Alabama, where he is a member of the Board of Visitors for the Culverhouse College of Business.

Recent episodes

Episode 94: Business Lessons from the Boat: Culture, Standards, and the Value of Experience

Episode 93: Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer

Episode 92: Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top

Episode 91: From Practice to Enterprise: Scaling with Intention with Duncan MacPherson

Episode 90: Building Momentum Through Systems, Training, and Delegation

Episode 89: Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC

Episode 88: Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme

Episode 87: Avoid Bad Habits and Remove Pressure with Marc Lamson

Episode 86: Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors

Episode 85: Understanding Tax Reform and Political Shifts with Jeff Bush

12 Next

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

2019, 2020, and 2022 Sales Employee of the Year

2024 Top Advisor Development Consultant

2024 Senior Leadership Team Award

Jeremy Houser

Vice President, Senior Advisor Development Consultant

jeremy.houser@simplicitygroup.com
713-808-8548
713.973.5273

As a trusted consultant and advisor to the financial professionals he serves, Jeremy is committed to helping you professionalize all aspects of your practice and unlock your full potential.

In early 2018, he identified a clear gap in service and support for advisors across the nation, and built the Advisor Mentorship Program to address and close it. One of his passions within AMP is to help advisors refine their own process and attract clients instead of chasing them.

Today, this program continues to help a select group of advisors stay focused on achieving consistent growth, while adding value to their practice and developing Business Alpha through the resources available through InsurMark.