Category: Financial

FEATURE
The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

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Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. 

From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need for you and your clients.

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.

Erik discusses: 

  • What you should know about the IFW Retirement Roadmap Experience
  • The firm’s bucket approach to retirement planning and how it blends in with volatile markets
  • The value of taking a step back every once in a while to work on your business instead of in your business
  • Ways the IFW can help you leverage your time effectively when it comes to marketing
  • The power of a concierge service added to your team
  • And more!

Connect with Erik Sussman:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Erik C. Sussman, CLU®, ChFC®, CFP®, and CEO of The Institute of Financial Wellness founded the company to provide financial education, resources, and services that help people live their best lives.

For Financial Professionals:

The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. 

For Consumers:

The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services.

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FEATURE
A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

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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. 

Terry discusses: 

  • 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
  • And more!

Connect with Terry Wheeler:

Book Time with Jeremy Houser: 

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About Our Guest:

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.

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FEATURE
2023 So Far: Updates & Outlook (Ep. 35)

2023 So Far: Updates & Outlook (Ep. 35)

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We have some news for you!

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. 

Jeremy discusses: 

  • 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
  • And more!

Resources:

Book Time with Jeremy Houser: 

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FEATURE
Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)

Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)

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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. 

Jeremy discusses: 

  • 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 
  • And more!

Connect with Jeremy Bickler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

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.

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FEATURE
Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)

Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)

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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. 

Steve discusses: 

  • 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
  • And more!

Connect with Steve Kerns:

Book Time with Jeremy Houser: 

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About Our Guest:

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.

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FEATURE
The Art of Efficiency with Chad Burns (Ep. 32)

The Art of Efficiency with Chad Burns (Ep. 32)

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2023 is the year of speed and efficiency. 

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.

Chad discusses: 

  • 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 
  • And more!

Connect with Chad Burns:

Book Time with Jeremy Houser: 

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About Our Guest:

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.

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FEATURE
Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)

Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)

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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.

Stevyn discusses: 

  • 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
  • And more!

Resources: 

Connect with Stevyn Guinnip:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

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.

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2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

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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
  • And more!

Resources:

Connect with Felicia Turner — Annuity Case Manager:

Jeremy and Felicia have worked together for 10+ years. Felicia is one of the top advisor services admins at InsurMark. She was announced as the 2021 employee of the year.

Connect with Dave Ray — Life Advisor Development Consultant:

Connect with Maria Thibodeaux — Life Insurance Case Manager:

Connect with Binh Nguyen — Life Case Design Specialist:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29)

2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29)

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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. 

Jeremy discusses: 

  • 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
  • And more!

Resources:

Book Time with Jeremy Houser:

Connect with Jeremy Houser:

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Man in the Mirror: Reviewing 2022 (Ep. 28)

Man in the Mirror: Reviewing 2022 (Ep. 28)

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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.

Jeremy discusses: 

  • 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 
  • And more!

Resources:

Book Time with Jeremy Houser:

Connect with Jeremy Houser:

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