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 101: Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert

What happens when traditional financial planning falls short for families caring for loved ones with disabilities?

How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for someone who will need support forever?

In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and Founder of Protected Tomorrows, about her personal journey caring for her sister with cerebral palsy and building a specialized practice serving Americans with disabilities.

Mary Anne shares her eight-step planning process, why most advisors overlook this demographic, and how the SECURE Act transformed planning strategies for these families.

Key points:

The childhood experiences that shaped Mary Anne’s lifelong path to helping families with disabilities
The emotional and logistical burdens families face when children or adults require long-term care
Why parents must plan for themselves before planning for their child
How Protected Tomorrows blends financial planning with social support and community building
The eight-step planning process that gives families clarity, structure, and direction
And more!

Connect With Mary Anne Ehlert:

Connect with Jeremy Houser:

About Our Guest:

Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities.

Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others.

Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities.

Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board.

Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is a proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.

Disclosure #: 4998432 – 1125

Recent episodes

Episode 82: Strategic Growth Amid Market Volatility with Tom Rozman

Episode 81: Tom Haines: Forecasting the Future of Fixed Index Annuities

Episode 80: Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025

Episode 79: Proven Habits and Social Media Strategies for Growth

Episode 78: The Future of Advisor Marketing with Matt Halloran

Episode 77: How to 10x: Transforming Advisors Into CEOs

Episode 76: Elevating Financial Advisory Through Joy and Purpose with Larry Sprung

Episode 75: Roadmap for Success With Tony Sifuentes

Episode 74: Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA

Episode 73: From Solo Advisor To CEO With Michael Ginsberg, CFP, JD

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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.