Annuities – Page 2 – Advisor Mentorship Podcast

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

By The Advisor Mentorship Podcast | January 17, 2023

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:

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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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Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)

By The Advisor Mentorship Podcast | September 28, 2022

2022 has been an ever-changing environment for advisors.

Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had to be made over the past few months.

In this episode, Jeremy Houser is joined by Roger Smith from Insurmark to unpack his business successes and how he and his team have achieved them through adapting to their clients and upping their customer service and product processes.

Roger discusses:

The importance of working as a team and knowing each other’s strengths
How to properly identify your client’s needs
Balancing client feedback when it comes to your services
The difference between good and great customer service
His team’s approach to supporting clients through annuities, retirement planning, and Medicare season
And more!

Resources:

Episode 5: Service Oriented Mindset as an Advisor with Roger Smith

Connect with Roger Smith:

Book time with Jeremy Houser:

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Connect with Jeremy Houser:

About Our Guest:

Roger Smith 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 his 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 of 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 fields and facilities to handicapped children, and Sheltering Tree Ranch, a small private Christian school for Autistic children.

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

By The Advisor Mentorship Podcast | June 22, 2022

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:

LinkedIn: Ron Shurts

Book Time with Jeremy Houser:

Schedule a Call

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.

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