Tag: Financial Education
Understanding the Past, Present, and Future of Annuities with Sheryl Moore (Ep. 67)

Understanding the Past, Present, and Future of Annuities with Sheryl Moore (Ep. 67)

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Many believe that annuities are just high-commission products that lock up your money. 

But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans.

Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to define and discuss the intricacies of annuities, as well as their vital role in securing clients’ financial futures. Learn from Sheryl’s personal experiences and industry insights as she shares her passion for educating both advisors and consumers about the true value of annuities and life insurance.

Jeremy and Sheryl discuss: 

  • Sheryl’s journey from industry entry to becoming a top expert in annuities and life insurance
  • The misconceptions and blind spots about annuities, and how to effectively communicate their benefits
  • The future of indexed annuities and life insurance, and what advisors should be aware of going forward
  • Sheryl’s book, “Why I Bought Indexed Annuities” and the personal experiences and policyholder statements it talks about
  • And more

 

Resources: 

Connect With Sheryl Moore:

Connect with Jeremy Houser:

 

About Our Guest:

Sheryl J. Moore is the President & CEO of Moore Market Intelligence as well as the chairwoman and CEO of Wink, Inc. She is the founder and creator of many competitive intelligence tools, such as Wink’s AnnuitySpecs and LifeSpecs tools, and Wink’s Sales & Market Report. Her competitive intelligence firm specializes in providing tools to the insurance industry, particularly the life and annuity markets. Sheryl strives to provide competitive intelligence, market research, product development, consulting services and insight to financial services companies looking to broaden or strengthen their services. 

3729899 – 0724B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Ways to Influence in 2024 (Ep. 55)

Ways to Influence in 2024 (Ep. 55)

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Looking to stay ahead and on top of 2024’s financial advising game?

Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies vital for financial advisors in 2024.

Key Discussion Points:

  • Customer Preferences Shift: Understanding the trend towards secure financial products like annuities and life insurance
  • Execution in 2024: The vital role of implementing well-crafted plans in a favorable business climate
  • Authenticity in Advising: Insights on the power of authenticity in influencing client relationships
  • Practicing What They Preach: The importance of using the products they recommend for trust and credibility
  • 2023 Lessons for 2024 Strategies: Engaging clients through genuine communication and adapting to market changes
  • And much more!

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE
The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

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Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. 

From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need for you and your clients.

In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and services for advisors and consumers.

Erik discusses: 

  • What you should know about the IFW Retirement Roadmap Experience
  • The firm’s bucket approach to retirement planning and how it blends in with volatile markets
  • The value of taking a step back every once in a while to work on your business instead of in your business
  • Ways the IFW can help you leverage your time effectively when it comes to marketing
  • The power of a concierge service added to your team
  • And more!

Connect with Erik Sussman:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Erik C. Sussman, CLU®, ChFC®, CFP®, and CEO of The Institute of Financial Wellness founded the company to provide financial education, resources, and services that help people live their best lives.

For Financial Professionals:

The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. 

For Consumers:

The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services.

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