AMP

ADVISOR MENTORSHIP PROGRAM

Amplify your practice.

While opportunities are greater today, the work is harder. With InsurMark’s AMP, get more out of your business and spend less time doing it.

Lindsey Summerville Advisor Development Consultant
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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?

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.

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

AMP Logo
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.

SEE FOR YOURSELF HOW AMP IS CHANGING PRACTICES — AND LIVES.

AMP ADVISORS GREW ANNUITY BUSINESS WITH INSURMARK

Reflects year over year growth in annuity business placed through InsurMark for advisors in the AMP program for that period.

100%

2018

25%

2019

23%

2020 *pandemic*

24%

2021

34%

2022

MEET YOUR AMP TEAM

Lindsey Summerville, Advisor Development Consultant

As an Advisor Development Consultant, I partner with insurance agents, registered reps, and invest- ment advisor representatives to help with marketing, sales, and business operations.

With over 16 years in the financial industry, I’m able to draw on multiple areas of knowledge. Whether it be wholesaling mutual funds, ETFs, CITs, both variable and fixed indexed annuities, as well as retirement plans, I’m able to leverage this experience and provide comprehensive support to my advisors.

We work with individuals and firms looking to benefit from the breadth and depth of InsurMark’s support. We specialized in helping those who seek to take their practice to the next level and elevate from being an advisor who happens to own a business, to a business owner that happens to be an advisor.

What does that mean? It means an expansion of your business, increase in your income, and reduction of your overhead. Through proven processes we seek to drive Business Alpha, the additional return to your business when partnering with InsurMark. The result? Better outcomes for your clients and a better work life balance for the advisor.

What do I do when I’m not working? I’m a huge sports fan and like to play golf. I love reading and playing any type of trivia and enjoy spending time with my wife Tracy and two kids, Anna, and Davis

713.808.8501

lsummerville@insurmark.net

DAVE RAY
Senior Life Advisor Development Consultant
dray@insurmark.net
713.808.8542

MARIA THIBODEAUX
Life Insurance Case Manager
mthibodeaux@insurmark.net
713.808.8523

MEGAN FALCON
Annuity Case Manager
mfalcon@insurmark.net
713.808.8555

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