Tag Archives: Insurmark

FEATURE

A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , , , , , , , , , , , , ,

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. 

In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations. 

Terry discusses: 

  • His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
  • Ways his firm approaches technological advancements and marketing solutions 
  • The value of  face-to-face meetings and in-person interactions with clients 
  • Some saving strategies his company focuses on
  • Ways his firm works on identifying the right product for advisors and their clients
  • And more!

Connect with Terry Wheeler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis. 

Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.

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FEATURE

2023 So Far: Updates & Outlook (Ep. 35)

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , , , , , , , , ,

We have some news for you!

Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success.

In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come. 

Jeremy discusses: 

  • How to appeal to the younger generation
  • The value of building a virtual presence and the right way of influencing others 
  • What you should know about branding and the importance of creating an impactful story to connect with clients
  • And more!

Resources:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE

Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , , , , , , ,

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 as the firm’s 39th year in business, as well as what to look forward to during their 40th anniversary in 2023. 

Steve discusses: 

  • His and his wife Becky’s motivation to start InsurMark right out of college
  • His definition of purpose 
  • Ways the firm gives back to their loyal advisors 
  • His approach to leveraging and adapting to a more digital and online space
  • And more!

Connect with Steve Kerns:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Steve Kerns is the Founder and President of InsurMark. Steve is a visionary and coach with a keen ability to spot industry and demographic trends. This is why he functions as our chief strategic officer, in addition to his responsibilities as President. He positions InsurMark to proactively capitalize on opportunities–not just stay in the game, but stay on top of it.

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FEATURE

2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , , , , , , ,

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 the new year.

And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their business in the new year, as well as the processes that have led the team to succeed in 2022.  

The team discusses: 

  • Some personal resolutions for 2023 and how they want to go about achieving them
  • Big 2022 wins and their approach to keeping the momentum going into the new year
  • Some important processes that have elevated their business this year
  • Future company projections moving into the new year
  • And more!

Resources:

Connect with Felicia Turner — Annuity Case Manager:

Jeremy and Felicia have worked together for 10+ years. Felicia is one of the top advisor services admins at InsurMark. She was announced as the 2021 employee of the year.

Connect with Dave Ray — Life Advisor Development Consultant:

Connect with Maria Thibodeaux — Life Insurance Case Manager:

Connect with Binh Nguyen — Life Case Design Specialist:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE

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

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , , , , , ,

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: 

Connect with Roger Smith:

Book time with Jeremy Houser:

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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FEATURE

Houser Party of Four — Welcoming Baby Olivia (Ep. 23)

Advisor, Education, Finance, Financial, Mentorship, Uncategorized, Wealth, , , , , , , , , , , , , , ,

After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia. 

In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter. 

Jeremy discusses: 

  • Ways he and his family have adjusted their life and work balance 
  • How he has used the help of advisors he trusts to create a sound financial plan for his children
  • His 2022 motto for keeping his advisors motivated
  • Understanding the value of a single-income household
  • What’s his future business looking like 
  • And more!

Book time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE

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

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , ,

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:

 

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FEATURE

11. Making the InsurMark Switch with Michael Ginsberg

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , ,

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.

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FEATURE

10. Centering your Business Relationships for Longevity with Steve Kerns

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , , ,

Becoming one of the respected insurance marketing advisory companies in the United States does not happen accidentally. Focusing on building relationships is key to success as an advisor and operating a successful organization.

In this episode, Jeremy Houser sits down with Steve Kerns, founder and president of InsurMark. They discuss Steve’s journey as an entrepreneur, the challenges of running a successful insurance distribution business, and how InsurMark has been able to stay profitable and continue to grow even during hard times.

Jeremy and Steve discuss: 

  • How a sandwich business played a critical role in entrepreneurial education which lead to the success of InsurMark
  • How InsurMark overcomes primary challenges by being rooted client-centered values
  • How to stay relevant and successful in a saturated market
  • What to be aware of in 2022 as a financial advisor
  • And more

Connect With Steve Kerns:

Connect With Jeremy Houser:

About Our Guest:

Steve is a visionary and coach with a keen ability to spot industry and demographic trends. In 1983, he and his wife, Becky, founded InsurMark, which is known for its integrity, innovation, leadership and service. It is now a well-established and well-respected national insurance marketing organization with thousands of advisor-partners in all 50 states. He functions as our chief strategic officer, in addition to his responsibilities as President. Steve is also founding partner of LifeUSA, known today as Allianz, of The Annexus Group, Market Synergy Group, and Collabrix

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FEATURE

9. Becoming an Expert to Create Solutions With Chad Owen

Advisor, Education, Finance, Financial, Mentorship, Wealth, , , , , , ,

To shift from taking orders to creating a solution process as a financial advisor means you need to change your approach at work.

In this episode, Jeremy Houser talks with Chad Owen, annuity sales coach and founder of Retirement Realized Agents Academy (also known as InsurMark Sales Success Academy). They discuss how his mentorship program can improve an advisor’s annual annuity average, the critical habit changes that allow you to improve, and how you can effectively leverage marketers to grow your business.

Chad Owen discusses: 

  • Secrets that have helped him write over $220 Million of FIA business in his career
  • Why his mentorship program is important for financial professionals and the succession of their business and peers
  • How to become a $5 Million, $10 Million, $20 Million dollar FIA producer
  • How to improve your key metrics through effective education and industry awareness 
  • The number one thing to do as an advisor is to provide a solution and gain confidence from your clients
  • What you should expect from your marketer to assist and grow your business
  • And more

Resources: 

Connect With Chad Owen:

Connect With Jeremy Houser:

About Our Guest:

Chad Owen, The Annuity Sales Coach, has written over $220,000,000 in personal annuity production since 2008 as a solo annuity producer and licensed insurance agent. He takes average agents and helps them become elite producers through a solution based approach to selling. He is one of the most successful solo annuity producers in the entire industry and now is set on helping agents defy the odds and find massive success and freedom in their lives.

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