July 2024 – Advisor Mentorship Podcast

Understanding the Past, Present, and Future of Annuities with Sheryl Moore (Ep. 67)

By Advisor Mentorship Podcast | July 23, 2024

Many believe that annuities are just high-commission products that lock up your money.

But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans.

Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to define and discuss the intricacies of annuities, as well as their vital role in securing clients’ financial futures. Learn from Sheryl’s personal experiences and industry insights as she shares her passion for educating both advisors and consumers about the true value of annuities and life insurance.

Jeremy and Sheryl discuss:

Sheryl’s journey from industry entry to becoming a top expert in annuities and life insurance
The misconceptions and blind spots about annuities, and how to effectively communicate their benefits
The future of indexed annuities and life insurance, and what advisors should be aware of going forward
Sheryl’s book, “Why I Bought Indexed Annuities” and the personal experiences and policyholder statements it talks about
And more

Resources:

Moore Market Intelligence
Wink
The Encyclopedia to Indexed Products: Annuity and Life by: Sheryl Moore
Why I Bought Indexed Annuities by: Sheryl Moore
Get added to the book waitlist! Cathy@winkintel.com

Connect With Sheryl Moore:

Connect with Jeremy Houser:

About Our Guest:

Sheryl J. Moore is the President & CEO of Moore Market Intelligence as well as the chairwoman and CEO of Wink, Inc. She is the founder and creator of many competitive intelligence tools, such as Wink’s AnnuitySpecs and LifeSpecs tools, and Wink’s Sales & Market Report. Her competitive intelligence firm specializes in providing tools to the insurance industry, particularly the life and annuity markets. Sheryl strives to provide competitive intelligence, market research, product development, consulting services and insight to financial services companies looking to broaden or strengthen their services.

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FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Are You Ready For the Truth with Jason Jenkins (Ep. 66)

By Advisor Mentorship Podcast | July 9, 2024

To grow your advisory business, you may actually need to do less, not more.

That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.

Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.

Jeremy and Jason discuss:

How AI and modern technology can streamline your workload
The importance of a well-defined business process and how it contributes to your practice’s scalability and saleability
Key attributes that top advisors possess and how to cultivate them in your practice
How Simplicity’s platforms and resources can help meet your unique business needs and growth ambitions
The art of human connection
And more

Resources:

Simplicity Group

Connect With Jason Jenkins:

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

About Our Guest:

Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses.

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