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.
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 93: Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer
What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision.
In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software.
They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences.
Steve discusses:
- How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution
- The importance of simplifying financial concepts for clients while giving advisors full control over plan depth
- How new features like client portals and docu trackers foster stronger advisor-client collaboration
- The role of community feedback in shaping ongoing updates, features, and training opportunities
- Why focusing on planning outcomes, not products, creates longer-lasting client relationships
- And more!
Connect With Steve Goldstein:
- Thomas Gold Solutions
- Retirement Analyzer software
- steve@thomasgold.com
- 800-854-6621 x 102
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010.
In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.
Recent episodes
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.
2018
2020
2021
2019
2022
2023
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.

Felicia Turner
Annuity Case Manager
felicia.turner@simplicitygroup.com
713-808-8573

Elliot Huddle
Annuity Advisor Development Consultant
elliot.huddle@simplicitygroup.com
713.808.8508

Dave Ray
Life Advisor Development Consultant
dave.ray@simplicitygroup.com
713.808.8542

Maria Thibodeaux
Life Case Manager
maria.thibodeaux@simplicitygroup.com
713-808-8523

Sarah Knowles
Business Developer
sarah.knowles@simplicitygroup.com
713.808.8505

Ray Cole
Business Developer
ray.cole@simplicitygroup.com
713-808-8530

Connor Kraus
Business Developer
connor.kraus@simplicitygroup.com
713-808-8526
Learn more about how AMP can change your business trajectory, schedule a call with Jeremy or complete the form to request an introduction kit.