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)

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.  …

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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)

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 …

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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)

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 …

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

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

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 …

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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)

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 …

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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)

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 …

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Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)

Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)

As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left.  In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the …

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