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 103: Preparing Advisory Practices for 2026 With Digital Systems That Scale

As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when execution cannot keep pace with changing expectations, especially around digital visibility and team capacity.

In this episode, Jeremy Houser explains how advisors are preparing for 2026 by putting structured systems in place rather than relying on last-minute effort. He shares how AMP ASSIST and AMP Premium help advisors and their teams handle content creation, editing, and posting in-house, allowing digital marketing to become part of the business instead of a side task.

Jeremy also outlines why omnichannel marketing is emerging as a key focus going into 2026, how platforms like LinkedIn, Instagram, and YouTube fit into long-term planning, and how training staff with repeatable processes reduces friction as offices scale.

Key takeaways:

  • The main opportunities for advisors in 2026 as we reflect on 2025
  • How AMP Premium turns raw advisor videos into finished social media content without added cost
  • Why omnichannel marketing supports revenue growth rather than relying on one outlet
  • How staff members are trained to manage content, podcasts, and posting workflows
  • The role of AI tools in creating one-pagers, playbooks, and reusable video snippets to run your business more efficiently
  • Why digital presence is becoming central to advisor relevance with future generations during the great wealth transfer
  • Our 5 Must Read Books for 2026 to train your mindset for scale
  • And more!

Connect with Jeremy Houser:

Disclosure #: 5032123 – 1225

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.

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

Felicia Turner

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

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

Learn more about how AMP can change your business trajectory, schedule a call with Jeremy or complete the form to request an introduction kit.