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 106: Setting Expectations in Premium Financing for High-Net-Worth Clients with Vincent Munno
Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear.
What happens when interest rates rise, returns pause, or assumptions change after a plan is already in motion?
In this episode, Jeremy Houser interviews Vincent Munno, Partner at Simplicity Group, about premium financing strategies for ultra-high-net-worth clients. Vincent explains how setting conservative expectations, modeling zero-return scenarios, and focusing on client need helps advisors maintain trust through market shifts. The conversation covers interest rate risk, policy performance, ideal client profiles, and why estate and succession planning should lead every discussion.
Key takeaways:
- Why premium financing conversations must begin with need, not projections
- How showing worst-case scenarios upfront prevents future breakdowns
- The role of annual reviews in managing rate and performance shifts
- Which client profiles align best with long-term financing strategies
- How advisors position premium financing within estate planning discussions
- And more!
Connect with Vincent Munno:
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:
Vince Munno is the CEO and Founding Partner of Universal Financial Consultants, as well as a principal of USAnnuity Partners with over 30 years of experience in estate and retirement planning. Vince built and developed Universal Financial Consultants to become one of the top insurance marketing firms in the nation, built on the values of hard work, integrity, and the value of relationships.
UFC’s primary goal is to become a true partner in helping you build the Premium Practice. Vince trademarked “PremiumLife”, which is a sales system that encompasses everything an advisors needs to set their clients up for a secure financial future, bringing the advisor and the client closer to their vision of the life they’ve always dreamed of. To Vince, the “PremiumLife” consists of family, friends, rich experiences, great memories, and the confidence in personal success and that of clients and friends.
Disclosure #: 5129431 – 0226
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.
Sarah Knowles
Business Developer
sarah.knowles@simplicitygroup.com
713.808.8505
Dave Ray
Life Advisor Development Consultant
dave.ray@simplicitygroup.com
713.808.8542
Felicia Turner
Annuity Case Manager
felicia.turner@simplicitygroup.com
713-808-8573
Maria Thibodeaux
Life Case Manager
maria.thibodeaux@simplicitygroup.com
713-808-8523
Learn more about how AMP can change your business trajectory, schedule a call with Jeremy or complete the form to request an introduction kit.
Join today to experience the camaraderie of this exclusive advisor network.
