Ascent to Greatness (Ep. 49)

Ascent to Greatness (Ep. 49)

In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency.  In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He …

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Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.   In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial …

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Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

Do you ever think about the power of Simplicity in business? In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it …

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The New Administration Has Arrived with Jeff Maxey (Ep. 46)

The New Administration Has Arrived with Jeff Maxey (Ep. 46)

Good leaders are made, not born.  In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone’s role within the organization. Jeff discusses:  His commitment to the success of his team members and how he plans …

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A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)

A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)

It’s the passing of the torch at InsurMark!  In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group. As Steve assures that InsurMark will continue to provide excellent service and support to agents …

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There Is No “I” In Team with Felicia Turner (Ep. 44)

There Is No “I” In Team with Felicia Turner (Ep. 44)

Have you done your homework? Are your papers in order? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, …

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Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space?  In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and …

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Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients. In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in …

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Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)

Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)

As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer.   In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals …

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Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like? In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their …

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