In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies.
Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources.
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.
His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
Ways his firm approaches technological advancements and marketing solutions
The value of face-to-face meetings and in-person interactions with clients
Some saving strategies his company focuses on
Ways his firm works on identifying the right product for advisors and their clients
Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis.
Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.
Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success.
In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come.
How to appeal to the younger generation
The value of building a virtual presence and the right way of influencing others
What you should know about branding and the importance of creating an impactful story to connect with clients
As advisors, it is incredibly important to differentiate ourselves from the competition.
In 2023, that might look like finding our niche, offering a unique service, or finding a way to create meaningful connections with our clients.
While this is a good starting point, there’s more we can do.
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.
Kai-Zen® as the strategy that provides advisors and their clients the opportunity to add up to three times more money to fund a cash-accumulating life insurance policy
What you should know about ILIA and its advantages for the preferred IMOs
Some advice for advisors looking to differentiate themselves in the industry
The benefits of his partnership with the Simplicity family
Jeremy Bickler is VP of Sales for the Central Region at NIW. He brings over 20 years of industry experience, working across multiple areas of the business. While life insurance is his passion and focus, he has marketed and sold annuities, asset-based LTC, and disability. Jeremy has worked as an external wholesaler for multiple top-rated insurance carriers and is the former owner of an IMO where he presided over the life insurance division. In his current role at NIW, he assists IMOs in implementing Kai-Zen® and other premium finance strategies into their business. He also trains IMO sales staff and individual agents on using leveraged IUL for estate planning and supplemental income solutions.
After witnessing a record-breaking year in 2022, the future of InsurMark looks brighter and more inspiring than ever.
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.
His and his wife Becky’s motivation to start InsurMark right out of college
His definition of purpose
Ways the firm gives back to their loyal advisors
His approach to leveraging and adapting to a more digital and online space
Steve Kerns is the Founder and President of InsurMark. Steve is a visionary and coach with a keen ability to spot industry and demographic trends. This is why he functions as our chief strategic officer, in addition to his responsibilities as President. He positions InsurMark to proactively capitalize on opportunities–not just stay in the game, but stay on top of it.
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.
What makes Aspida different from other Insurance Carriers
Some company values that have allowed Aspida to succeed
How Aspida’s tech separates them from the competition
Some key business practices that he’s taking into the new year
The firm’s approach to defining the ideal advisors they want to work with
Aspida’s annuity business is led by Chad Burns, the Chief Distribution Officer. Chad joined Aspida from Transamerica, where he served as Regional Vice President overseeing annuity sales and corporate retirement sales in NC. Chad has also held roles at Prudential Financial, Axa Distributors, and PLANCO (The Hartford). Chad holds a B.A. in Business Management from North Carolina State University.
When it comes to financial well-being, most people immediately think about creating a financial plan, saving up for their retirement, and being able to enjoy their golden years after the hustle is over.
What they don’t realize is that without physical well-being, those golden years might be overshadowed by a number of health problems, throwing a wrench in your plans for years to come. What if you treat your health as an asset?
In this episode, Jeremy Houser is joined by Stevyn Guinnip, the founder, and CEO of Grow Wellthy™. Through speaking to many advisors who have been in the business for more than 20 years, including her father, Stevyn unveils the similarities between financial and physical wellness and her approach to helping advisors and investors grow wellthy so that they can retire wellthy.
Her connection to the financial world
What motivated her to build Grow Wellthy™
The parallels between financial and physical wellness
Tips and tricks advisors can follow to live a healthy lifestyle
Ways health is a silent partner in our retirement plan
Stevyn Guinnip, MS, CWC is an exercise physiologist, certified wellness coach, and the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, a health and wellness advisory firm with a financial perspective. She believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out soon. You can read more about Stevyn’s story here.
As this year comes to a close, Jeremy Houser is checking in with his team at InsurMark to celebrate their wins and hear from them.
An important part of Jeremy’s team process (that gets them closer as a company) is to review and share the goals and resolutions they have set for themselves going into the new year.
And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their business in the new year, as well as the processes that have led the team to succeed in 2022.
The team discusses:
Some personal resolutions for 2023 and how they want to go about achieving them
Big 2022 wins and their approach to keeping the momentum going into the new year
Some important processes that have elevated their business this year
Future company projections moving into the new year
As Thanksgiving slipped through our fingers, December brings in new opportunities to be thankful and discover new relationships with prospects while rekindling old ones.
In this episode, Jeremy Houser unveils some December themes as well as business planning considerations for advisors. With 2023 being a year of big changes, listen in and discover how the advisors at InsurMark are focusing on refining their processes and making those important improvements to step into the new year on the right foot.
Valuable processes to take forward into 2023
The importance of a pen and paper
Some 2022 wins for InsurMark’s advisors
Why December is a great time to reel in new prospects
Trust and credibility: What you should know about storytelling
As this year starts to wrap up, it is time for Jeremy Houser and the team at InsurMark to review 2022 and celebrate the growth they have seen within the business (and this podcast, too).
In this episode, Jeremy details some big wins he has seen this year and the factors that have contributed to his and his advisors’ success. He explains what separates a good from a great advisor while offering tips for the upcoming year so that you can excel in your business, too.
Some growth opportunities for the upcoming year
Key commonalities between successful advisors
Some important milestones for his advisors
Systems to leverage technology as an advisor
Ways the team at InsurMark can help advisors with their business planning
As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left.
In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy.
Key business nuggets he has gained from talking with other advisors during his time in Cabo
Ways Tim has been able to double his business in a one-year timeframe
Advice for advisors looking to connect with prospects online to see results
Reasons consistency is key
The power of ‘writing things down’
Podcasts and how they work as a tool to expand your network and build credibility
Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm. His mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.” Tim holds the Chartered Retirement Planning CounselorSM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.