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.

Rob Rickard VP, 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?

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

Rob Rickard, VP, Senior Advisor Development Consultant

I have over four decades in sales and marketing within the securities, real
estate and insurance industries. As a senior executive with a Fortune 500
company, managing partner of my own investment firm, past school board
president and member of multiple boards, my track record and affiliations
demonstrate a high level of professionalism, as well as providing you—the
advisor—with unique viewpoints to every situation that might arise in the
growth of your practice.

My years in senior management with a national independent marketing
organization give me firsthand knowledge of the obstacles a producer
encounters, as well as the steps to take in moving beyond them. I am very
passionate about my role in your practice. My dedication to service is what
sets me apart from other marketers. Accessibility, enthusiasm, and
personalized service are my trademarks.

At the beginning of 2018, a hand-picked group of advisors were chosen to
develop AMP (Advisor Mentorship Program). AMP is for advisors looking to
link themselves to a network of successful advisors across the country and
share best practices. This program continues to grow and has helped our
advisors stay focused on achieving their goals, while adding value to their
practice and developing Business Alpha through our resources here at
Insurmark. Business Alpha is defined as the extra benefit that separates your
firm from your competition which attracts clients to work with you. In 2018
the advisors involved in AMP Doubled their production collectively as a group.
In 2019, this same group of advisors grew their business an additional 25%.,
2020, up 23%, 2021 up 24% and 2022 up 34%.

If you are an independent advisor seeking to establish a practice based on
integrity, leadership, and growth, then creating a relationship with InsurMark
and my team should be on your immediate “to do” list. We are dedicated to
you—the independent advisor—through an ongoing relationship that’s
stronger and more supportive than any others you might have known.
Everything we do is committed to making sure you have the resources and
team support necessary to provide the very best solutions to you, your clients,
and your practice.

713.808.8539

rrickard@insurmark.net

David Cohen
Advisor Development Consultant
david.cohen@simplicitygroup.com
713.808.8533

Ben Grams
Life Advisor Development Consultant
ben.grams@simplicitygroup.com
763.237.3636

Ana Munoz-Serrano
Business Developer
ana.munozserrano@simplicitygroup.com
713.808.8515

Michelle Anderson

Michelle Anderson
Annuity Case Manager
michelle.anderson@simplicitygroup.com
713.808.8512

Binh Nguyen
Life Case Manager
binh.nguyen@simplicitygroup.com
713.808.8535

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 Rob or complete the form to request an introduction kit.