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 99: Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA

Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process.

Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations.

In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement Tax Services, about how to make tax planning approachable and actionable. Steven shares his journey from CPA to educator, explains how collaboration between advisors and tax professionals enhances client relationships, and highlights the importance of continuous learning and accountability.

Key Takeaways:

How Retirement Tax Services partners exclusively with financial advisors to make tax planning an integrated, repeatable part of client service
The importance of recognizing that every financial decision has a tax impact and why ignoring it can harm clients
How to use the 37-Point Checklist to confidently review client tax returns and identify planning opportunities
The purpose behind The Summit, a hands-on event for advisors to learn from peers and turn ideas into action
Why growth happens when advisors lean into discomfort, stay accountable, and commit to lifelong learning
And more!

Resources:

The Summit 2026
Get Your Updated and Revised 37 Point Checklist for 2026

Connect With Steven Jarvis:

Connect with Jeremy Houser:

About Our Guest:

Steven Jarvis, CPA, is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors. With more than a decade of experience in the accounting profession and a background in teaching, Steven recognized that most traditional CPA firms focus narrowly on tax return preparation, a model that leaves many clients exposed to unnecessary tax burdens and many advisors without the tools to address them. He offers advisors access to systems, training and partnerships that keep them in the driver’s seat while integrating tax awareness into client conversations.

Disclosure #: 4889675 – 1025

Recent episodes

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

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

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.