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.

David Cohen

Jeremy Houser
Vice President, Senior Advisor Development Consultant

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 92: Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top

From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability.

This week, Jeremy Houser sits down with Rod Mims, EVP and Head of Retail at Athene USA, to explore the strategies and pivotal decisions that fueled their rapid ascent.

This episode pulls back the curtain on technology breakthroughs, the power of people and culture, and the “silver tsunami” driving unprecedented annuity demand. They also dive into what it truly takes to sustain growth while delivering meaningful value to clients and partners.

Rod discusses:

  • The founding story of Athene’s retail business and lessons from scaling up from $10 billion to $36 billion in annual premium
  • The role of technology, especially moving from paper applications to 90% electronic processing and piloting paperless carrier-to-carrier transfers
  • The importance of building strong strategic partnerships and maintaining operational efficiency to support exponential growth
  • The impact of demographic shifts, interest rates, and volatility on the future of the fixed index annuity industry
  • How Athene fosters a high-retention, engaged culture through communication, leadership training, and employee feedback
  • And more!

Connect With Rod Mims

Connect with Jeremy Houser:

About Our Guest:

Rod Mims serves as the Executive Vice President and Head of Retail Sales at Athene USA. In his role, he is responsible for overseeing Athene’s retail annuity business and driving continued growth through the development of strong partnerships.

Mr. Mims joined Athene in 2011 and served as Senior Vice President and National Sales Manager until he assumed his current role, bringing extensive institutional experience and strategic initiative to continue the successful execution of the organization’s growth plans.

Prior to joining Athene, he was the National Sales Manager for Genworth Financial, with responsibility spanning its bank, wirehouse, and independent broker-dealer channels.

Mr. Mims received his Bachelor of Science in Business Administration, accompanied by a degree in Marketing and Supply Chain Management. He graduated from the GE Management Development Institute- Crotonville and completed Executive Education from the University of Virginia Darden School of Business.

About Athene:

Athene is a leading retirement services company that specializes in helping its customers retire with confidence and is a solutions provider to institutions. As a company, Athene is driven to do more and is never satisfied with the status quo. Athene strives to create innovative financial solutions and has a strong team to serve our policyholders and our communities.

See for yourself how AMP is changing practices and lives.

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

7%

2023

48%

2024

Meet your AMP team

David Cohen

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.