In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients.
This week’s topic: The Power of Differentiation: How Advisors Can Set Themselves Apart from the Crowd with Jeff Maxey
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.
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.
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.
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.
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.
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.