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 81: Tom Haines: Forecasting the Future of Fixed Index Annuities

2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Tom Haines, EVP of Capital Markets & Index Solution at Annexus, to discuss projections for 2025 in the fixed index annuity industry.

Tom shares insights from Annexus’s research, the significance of diversification in portfolio planning, and strategies for navigating market volatility. Advisors will gain actionable ideas on balancing client needs for stability and growth.

Tom discusses:

Key takeaways from the previous episode with Professor Jeremy Siegel, including projections for the S&P 500’s performance over the next decade
The benefits of utilizing volatility-controlled indexes for managing risk and achieving steady returns in fixed index annuities
What volatility controlled indices do well when the magnificent 7 does well
The importance of diversification across equity, bond, and commodity markets to stabilize portfolios and meet client goals
How rising interest rates enhance the competitiveness of fixed index annuities, making them an attractive alternative to bonds
Strategies for advisors to position annuities effectively, including assessing fee structures and addressing client expectations for long-term returns
And more!

Resources:

Episode 80: Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025

Connect With Tom Haines:

Connect with Jeremy Houser:

About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

Recent episodes

Episode 80: Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025

Episode 79: Proven Habits and Social Media Strategies for Growth

Episode 78: The Future of Advisor Marketing with Matt Halloran

Episode 77: How to 10x: Transforming Advisors Into CEOs

Episode 76: Elevating Financial Advisory Through Joy and Purpose with Larry Sprung

Episode 75: Roadmap for Success With Tony Sifuentes

Episode 74: Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA

Episode 73: From Solo Advisor To CEO With Michael Ginsberg, CFP, JD

Episode 72: Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson

Episode 71: Running 100 Miles in One Month!

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.