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Episode 41: Taking The Trip – Here’s What To Look Forward To at InsurMark

In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals what’s to come for InsurMark during this sunny season. From education and coaching to InsurMark’s 40th-anniversary celebration and even client appreciation events, listen in and discover ways the firm continues to implement new and improved mentoring, coaching, and marketing strategies for advisors.

By |2023-06-08T16:05:59+00:00June 8, 2023|Podcast|0 Comments

Episode 40: Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS®

In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients.

By |2023-05-23T21:54:37+00:00May 23, 2023|Podcast|0 Comments

Episode 39: Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather

In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care. Advisors — listen in and explore the available holistic options to support your clients during this new phase of life.

By |2023-05-09T14:40:54+00:00May 9, 2023|Podcast|0 Comments

Episode 38: The Power of Forecasting & How To Stand Out

The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark , but it doesn’t stop there. From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.

By |2023-04-24T17:47:13+00:00April 24, 2023|Podcast|0 Comments

Episode 37: The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP®

In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and services for advisors and consumers.

By |2023-04-05T13:54:19+00:00April 5, 2023|Podcast|0 Comments

Episode 36: A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler

In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations.

By |2023-03-22T13:52:45+00:00March 22, 2023|Podcast|0 Comments

Episode 34: Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU®

In this episode, Jeremy Houser is joined by Jeremy Bickler, the VP of Sales for the Central Region at NIW. Jeremy introduces Kai-Zen® and ILIA as two must-know advisor-focused platforms. Listen in as Jeremy details how these digital platforms support advisors in elevating their business and client experience.

By |2023-02-22T16:45:40+00:00February 22, 2023|Podcast|0 Comments

Episode 33: Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark

This week, Jeremy Houser and Steve Kerns, the Founder, and President of InsurMark, sit down to talk about all things InsurMark. From starting in this industry to what’s to come in the future ahead, Steve unpacks 2022 as the firm’s 39th year in business, as well as what to look forward to during their 40th anniversary in 2023.

By |2023-02-10T17:15:47+00:00February 10, 2023|Podcast|0 Comments

Episode 32: The Art of Efficiency with Chad Burns

In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida. He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint.

By |2023-01-17T14:23:18+00:00January 17, 2023|Podcast|0 Comments
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