Category Archives: Wealth

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: 

Connect with Jeremy Houser:

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:

 


FEATURE

Adding Grit to Your Mindset with Austin Hatch (Ep. 16)



When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through.

In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how to apply his G.R.I.T. mentality to overcome individual and team adversities. 

Austin Hatch discusses: 

  • The power of commitment and how it changes his life
  • What G.R.I.T. means and how to apply the mentality
  • The importance  of establishing a greater purpose and setting standards 
  • How the G.R.I.T. mentality can better prepare you as a financial professional
  • And more

Connect With Austin Hatch:

Book Time with Jeremy Houser: 

Connect With Jeremy Houser:

About Our Guest:

In the first 27 years of Austin’s life, he survived two separate plane crashes, which led to the tremendous loss of his immediate family, and a severe list of injuries that nearly took his own life. Coming out of a 2-month long coma after the second plane crash, he had to relearn basic life skills such as walking and talking. The adversity he faced was extremely challenging, but Austin made the decision that he was going to find a way to overcome it and fulfill his dream of playing basketball for the University of Michigan.

Instead of choosing to dwell on my circumstances, Austin has decided to share his life experiences with others, providing a variety of organizations with a message about thriving in the midst of adversity, grit and hope. Austin is now a full-time motivational speaker, and considers himself blessed to be able to add value to a variety of organizations across the country.


FEATURE

Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)



Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year.

In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their first quarter goals. Learn more about how you can separate your business from the pack through highly effective marketing and systems.

Jeremy discusses: 

  • What is separating certain advisors from the rest of the pack
  • How to effectively market to your specific client base
  • Crafting effective messaging for social media
  • How to adapt your business to build an effective brand online
  • 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

Systems Work, People Fail – A Deep Dive For Action (Ep. 13)



Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly.

In this episode, Jeremy Houser discusses the true meaning of “Systems Work, People Fail” to highlight the true importance of using systems and processes to assist your driven mentality as an advisor. Learn about The Advisor Mentorship Program’s massive impact on advisors across the country and how you can take action in this acceleration.

Jeremy discusses: 

  • What “Systems Work, People Fail” truly means
  • The three key components of an advisor that excel at InsurMark
  • How Jeremy’s Advisor Mentorship Program leads advisors to efficiency and efficacy
  • Important steps of analysis to ensure systems and processes are being optimized
  • And more

Connect With Jeremy Houser:

 


FEATURE

12. My Backbone For Success with Christina Houser



The true meaning of success is being able to share goals and achievements with someone you love.

In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares his true love and appreciation for Christina and everything she does for the success of their son and relationship. 

Jeremy and Christina discuss: 

  • Their beautiful love story and family beginnings 
  • Sacrifices and strategies of support that have prospered their family
  • The importance of setting personal and family goals for a successful marriage
  • What the future holds for the Houser’s
  • And more

Connect With Jeremy Houser:

 


FEATURE

11. Making the InsurMark Switch with Michael Ginsberg



There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes. 

Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust.

In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.

Jeremy and Michael discuss: 

  • Making the shift to become an independent business and what insurance products he uses to combat volatility 
  • The importance of protecting his  clients and with ethical and moral insurance practices
  • How InsurMark has changed his business model and asset allocation 
  • What to focus on as an advisor in the digital age to support your clients
  • And more

Connect With Michael Ginsburg:

Connect With Jeremy Houser:

About Our Guest:

As a Certified Financial Planner™ professional and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, Michael has the book knowledge and the real-life experiences to benefit his clients. 

With a specialization in Retirement Income Planning and Michael’s proven 5-Step Process, he creates personalized plans which give his clients the best opportunity to achieve their envisioned retirements. 

Michael’s success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services.