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.

Jeremy Houser
Vice President, Senior Advisor Development Consultant

Let’s Talk!

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 98: The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns

Change challenges every leader, but it also shapes character, culture, and legacy.

How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leadership?

In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Relationships at Simplicity, about embracing change, leading with humility, and building culture through servant leadership.

Steve shares insights from his four decades as an entrepreneur and reflects on how valuing people above all else creates meaningful growth that stands the test of time.

Key Takeaways:

How change has defined Steve’s leadership journey and why adaptability is essential for personal and professional growth
The lessons from Who Moved My Cheese? and how to embrace constant change with optimism and courage
The foundations of InsurMark’s culture, rooted in values, service, and putting people before profit
The story behind InsurMark’s Family Reunion and Founder’s Club traditions and their role in building community
And more!

Resources:

Who Moved My Cheese? by Spencer Johnson

Connect With Stephen Kerns:

LinkedIn: Steve Kerns

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:

Stephen Kerns is the Executive Vice President of Business Relationships at Simplicity Group. He founded InsurMark in 1983 and led the company for nearly four decades, shaping it into one of the industry’s leading distribution firms for insurance and financial products. Known for his commitment to servant leadership and culture building, Steve continues to mentor financial professionals and executives across Simplicity’s growing network.

Disclosure: 4850258 – 1025

Recent episodes

Episode 97: Leading with Data: Elevating Team Potential with Kellie Fern

Episode 96: Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change

Episode 95: Redefining Index Design and Value Creation with Alan Grissom

Episode 94: Business Lessons from the Boat: Culture, Standards, and the Value of Experience

Episode 93: Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer

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

Episode 91: From Practice to Enterprise: Scaling with Intention with Duncan MacPherson

Episode 90: Building Momentum Through Systems, Training, and Delegation

Episode 89: Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC

Episode 88: Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme

12 Next

See for yourself how AMP is changing practices and lives.

Resource Library

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

2023

48%

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.