Category Archives: Uncategorized

FEATURE

Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)



Advisors, it’s no secret that the annuity industry has substantially grown this year. 

So what better month to discuss annuities than June, which is Annuity Awareness Month? 

In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus has expanded within the annuities and insurance field. This expansion has allowed the firm to be named the “Annuity Innovator of the Year” for three years in a row.

Ron discusses: 

  • His beginnings in the financial services arena and the challenges he faced during the process
  • How Annexus provides annuities and insurance solutions to advisors and their clients
  • The secret sauce that makes the company set the standard for the industry
  • Changes and projections for the Fixed Index Annuity (FIA) space
  • And more!

Connect with Ron Shurts:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Ron Shurts is an entrepreneur and the co-Founder of Annexus, a Scottsdale, Arizona-based company dedicated to designing and marketing innovative products that help people grow and protect their retirement savings. With his partner Don Dady, they’ve built a reputation for developing new business strategies and forging partnerships with industry thought leaders, leading insurance carriers Nationwide, Athene, and Securian, as well as some of the world’s largest investment banks, including J.P. Morgan, UBS, Zebra Capital Management, Barclays, Merrill Lynch, etc.




FEATURE

Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)



Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance.

This week, the Executive Vice President at Simplicity Life, Nathan Jacobson, joins Jeremy Houser to explain how independent financial professionals can use the tools and resources Simplicity Life provides their advisors with best-in-class life insurance solutions. Whether it be protecting loved ones from an untimely death or as a tax diversification tool, Nathan highlights the array of benefits around life insurance. 

Plus, he unpacks some valuable wisdom words for financial advisors, like the importance of investing in your business and continuous education.

Jeremy and Nathan discuss: 

  • Ways Simplicity Life is now the largest independently-owned life brokerage in the country
  • The firm’s educational approach in offering their agents the highest level of knowledge to pass on to their clients
  • The power of life insurance as a financial vehicle
  • Ways advisors and prospects can benefit from Simplicity Life’s tax-free retirement platform 
  • Advice for financial advisors: The value of education and maintaining a digital presence
  • And more!

Resources:

Connect with Nathan Jacobson:

Book Time with Jeremy Houser: 

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About Our Guest:

As the Executive Vice President of Simplicity Life, Nathan Jacobson takes his accomplished 18 years in the life insurance industry to the largest financial marketing organization, Simplicity Life. Nathan’s extensive knowledge in insurance distribution and sales management is poised to help him build new strategic alliances and industry best sales platform and proprietary insurance products for use across all of Simplicity Life.

 


FEATURE

Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)



Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats.

In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike is a CFP who unveils ways he’s finding success as an advisor, business practices, and operations. Through systems and practices, Mike highlights the critical role InsurMark’s partnership has played in the acceleration of Ideas by Mike, LLC.

Mike discusses: 

  • Ways he is helping his customers during this volatile time 
  • How to invest in your business through different strategies to see impactful growth
  • The power of stories and resources and how they reflect in his own podcast: Stories, Resources, and Ideas
  • How his partnership with InsurMark has supported and excelled his business
  • And more!

Resources:

Connect with Mike Milligan:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Mike Milligan has been a Certified Financial Planner since 2002. He understands what most people endure in life and understands that life is not a simple pie chart of diversified priorities and passions to spread out risk; we go all in, all the time. That’s why Mike is here to help you with that and learn from your experience so he can pass along what he has learned and what he has lived.

 


Systems and Processes that are Pushing Advisors (Ep. 17)



Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.

In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.

Jeremy discusses: 

  • The impact Austin Hatch’s message had with advisors from Episode 16
  • Creating a marketing strategy that supports you and your business model
  • Building client trust in the virtual and in-person setting 
  • How Gen X will be reshaping the financial landscape in the years to come
  • And more

Resources: 

Book Time with Jeremy Houser: 

Connect With Jeremy Houser:

 


Leverage Your Mindset with Ricky Kalmon (Ep. 14)



Anything successful requires an investment of time and energy.

To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities.

In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and the way you think to live a more present life in your personal and professional life. Ricky shares how he has been able to help thousands of people around the world through his mindset message and techniques.

Ricky Kalmon discusses:

  • What mindset means to Ricky
  • Revisiting your subconscious mind to better understand your skill set
  • How to turn off work-mode to be more present
  • How you can update your internal software to be a better you
  • And more

Connect With Ricky Kalmon:

Book Time with Jeremy Houser: 

Connect With Jeremy Houser:

About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.


FEATURE

7. A Life Time® of Fitness and Health With Bryce Morris



Do you find walking into the gym to be intimidating for you? 

We get it. Virtual fitness training offered by Life Time® might just be for you.

In this episode, Jeremy Houser talks with Bryce Morris, a group fitness training coordinator at Life Time Inc. Bryce shares tips for staying physically fit, how systems and processes have helped him during his career and how he is helping clientele get in shape.

Bryce discusses: 

  • The success he has found over the years while working at Life Time Inc.
  • What the alpha program is––and the benefits of being in the program
  • How he helps people across the country with his virtual platform 
  • Ways for people to start living a healthier lifestyle going into 2022
  • Advice on the types of food to include and remove from your diet
  • And more

Resources: 

Connect With Bryce Morris:

Connect With Jeremy Houser:

About Our Guest:

Bryce Morris is a group training coordinator, National Lifetime Alpha Programming Committee and Lifetime Inclusion Council Core Member. He has been training for 15+ years, with a Bachelor’s degree in kinesiology and a Master’s in Exercise Science. Bryce is a NASM-Certified Personal Trainer, USAW -Olympic Weightlifting Certified and iSSA Nutrition Coach Certified. He is top 5 in the company in Virtual Training, and is an Artistry award winner best small group training performer in Lifetime.


FEATURE

6. The Process of Building Familiarity and Trust With Al Caicedo



In the last year, many advisors have tried to adapt to the virtual world to conduct their business. 

But it is not as easy as it may seem. You have to build out a parallel world and understand the nuances of what’s going on.

In this episode, Jeremy Houser speaks with Al Caicedo, president and owner of CKS Summit Group. Al shares how the dynamics of marketing has changed for advisors, how he helps coach advisors across the country, and what challenges advisors are facing in the market.

Al discusses: 

  • The biggest mistakes for advisors taking their presentations from in-person to virtual
  • The point where he almost gave up on teaching hundreds of advisors
  • The trends in the virtual world––and how this data helps advisors
  • The biggest challenge advisors face when having virtual appointments with prospects
  • What helps advisors to engage emotionally with prospects
  • The future of our industry
  • And more

Connect With Al Caicedo:

Connect With Jeremy Houser:

About Our Guest:

Al Caicedo is President and Owner of CKS Summit Group, founded in 1998. Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse.


FEATURE

5. Service Oriented Mindset as an Advisor with Roger Smith



It is important to constantly be striving to improve your business processes to serve your customers with a service-oriented mindset.

In this episode, Jeremy Houser speaks with Roger Smith, president at Roger Smith Agency to share the processes that he is utilizing for business success in the area of Waynesboro, Tennessee. Roger discusses the challenges that his business has faced over the past year, and how his processes have helped him to continue to succeed.

Roger discusses: 

  • How his business stands out from traditional P&C shops
  • Three challenges his business has faced this year
  • His biggest investment in his business over the last five years
  • Strategies his business uses to get in front of new prospects
  • And more

Connect With Roger Smith:

Connect With Jeremy Houser:

About Our Guest:

Roger has been helping families protect and enjoy their retirement for over 30 years. Roger has over 5000 satisfied clients. Roger is blessed to have two daughters Chesney & Kennedy, along with a granddaughter Camila.

He has served over the last 21 years as a Rotarian including 2 terms as President. Chamber of Commerce President and Board of Directors. Board member on William Thomas Helton foundation which helps people with disabilities. Sunday School Teacher at Waynesboro First Baptist Church. Benefactor for Abigail’s Plan, an organization dedicated to providing baseball  field and facilities to handicapped children and Sheltering Tree Ranch, a small private Christian school for Autistic children.


FEATURE

4. How Are You Measuring Your Value?



How do your practices compare to the most successful advisors? Do you know what top advisors are doing in order to see growth and success?

You can get your business to the next level with systems and processes that have proven they work and bring results for other advisors.

In this episode, Jeremy Houser teaches you about his value engineering process, and how he uses this to help his advisors see growth. Jeremy shares the importance of reflecting on the numbers to ensure that you are reaching your goals, and explains how to work this success into your systems and processes to continue seeing growth, year over year.

Jeremy discusses: 

  • The value engineering process––and how it helps advisors
  • Common struggles of advisors with their businesses
  • The process of building trust equity with your clients
  • The importance of doing business planning for the upcoming year
  • And more

Connect With Jeremy Houser:

 


FEATURE

3. The Independent Advisor: AMP sit down with Tim



If you’re open to new ideas and looking to move your business forward, that’s the first step in making positive change happen in your business.

In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® president and founder of The Whisler Agency. Tim shares his direct experiences in the Advisor Mentorship Program and how he has been able to utilize the system to grow his business.

Tim discusses: 

  • Why the past year was a record year for his business
  • Resources that are helping him double his business in 2021
  • Two challenges he struggles with as he’s growing his business
  • What drives him to help people retire safely and give them protection
  • How his prospects find him through his marketing
  • And more

Connect With Tim Whisler:

Connect With Jeremy Houser:

About Our Guest:

Tim Whisler: Tim 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.