With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.

In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind.

Jeremy discusses:

  • The transition of leadership at InsurMark
  • The InsurMark team’s strategies for attracting new clients for advisors
  • Leveraging resources provided by InsurMark
  • Building credibility and trust with clients through articles and third-party resources
  • And more