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.
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.
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.
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.
In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations.
In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come.
In this episode, Jeremy Houser is joined by Jeremy Bickler, the VP of Sales for the Central Region at NIW. Jeremy introduces Kai-Zen® and ILIA as two must-know advisor-focused platforms. Listen in as Jeremy details how these digital platforms support advisors in elevating their business and client experience.
This week, Jeremy Houser and Steve Kerns, the Founder, and President of InsurMark, sit down to talk about all things InsurMark. From starting in this industry to what’s to come in the future ahead, Steve unpacks 2022 as the firm’s 39th year in business, as well as what to look forward to during their 40th anniversary in 2023.
In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida. He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint.
In this episode, Jeremy Houser is joined by Stevyn Guinnip, the founder, and CEO of Grow Wellthy™. Through speaking to many advisors who have been in the business for more than 20 years, including her father, Stevyn unveils the similarities between financial and physical wellness and her approach to helping advisors and investors grow wellthy so that they can retire wellthy.