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.

Matt Baldridge 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

Matt Baldridge, Advisor Development Consultant

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

I am prepared to earn your business and be an extension of your team. I make it easy for you to find the right solution for each client and get more out of your effort. My #1 Priority is to assist Ambitious Financial Advisors looking to Simplify, Manage, and Grow their business. Here at InsurMark we provide the people, processes, and technology to increase your success. You provide the “desire” and I provide the “formula.”
If you are a retirement planner or work with annuities, I would love to have a conversation with you to see if our tools and systems could help take your retirement income business to the next level!

I have over 20 years in the financial industry as an investment wholesaler, annuity wholesaler, loan officer, and financial advisor. With two billion in career sales across multiple product lines, I have familiarity with Mutual Funds, Exchange-Traded Funds, Closed-End Funds, and all types of annuities. I love developing systems and processes to facilitate growth and efficiency. I am happy to leverage multiple facets of knowledge and experience to help you.

Personally, I have spent most of my days in Southern California and a couple of years in New York City. I have been married for over 20 years and have three teens. I love the outdoors, camping, backpacking, fishing, snowboarding, and am two-wheel crazy (mountain biking and motorcycling). I love to try new things, next will likely be pickleball.

Finally, I am always happy to hear from you.

713.808.8549,

mbaldridge@insurmark.net

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

BINH NGUYEN
Life Case Design Specialist
bnguyen@insurmark.net
713.808.8535

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

MEGAN FALCON
Annuity Case Manager
mfalcon@insurmark.net
713.808.8555

SIMRON KHOJA
Business Developer
skhoja@insurmark.net
713.808.8517

SETH WARD
VP, Senior Advisor Development Consultant
sward@insurmark.net
713.808.8564

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