Episode 56: How To Leverage Life Insurance with Jeremy Bickler, CLU®

Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.

2024-02-08T19:53:07+00:00February 8, 2024|Podcast|

Episode 55: Ways to Influence in 2024

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

2024-01-23T15:28:42+00:00January 23, 2024|Podcast|

Episode 54: Innovation & Diligence in Index Selection with Tom Haines

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

2024-01-09T22:21:11+00:00January 9, 2024|Podcast|

Episode 53: 2023 to 2024: Reflecting and Projecting

There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.

2023-12-27T16:26:23+00:00December 27, 2023|Podcast|

Episode 52: Advisor Mentorship Program: The Evolution of AMP

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

2023-12-06T01:06:25+00:00December 6, 2023|Podcast|

Episode 51: How To 10X Your Success

Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.

2023-11-21T14:59:23+00:00November 21, 2023|Podcast|

Episode 49: Ascent to Greatness

In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.

2023-10-24T14:19:21+00:00October 24, 2023|Podcast|

Episode 48: Unleashing the Power of InsurMark: Processes Helping Advisors Win Business!

With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices. In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind.

2023-10-03T13:49:28+00:00October 3, 2023|Podcast|
Go to Top