Tag: Life Insurance
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: 

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Connect with Jeremy Houser:

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How To 10X Your Success (Ep. 51)

How To 10X Your Success (Ep. 51)

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Is 10X actually easier than 2X? 

Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.

In this insightful episode, Jeremy dives into topics including:

  • Strategies for expanding your business in a rapidly growing industry
  • The art of delegation and its impact on team growth and profits
  • The transformative role of social media and AI in financial advising
  • Insights into a unique advisor community and its networking secrets
  • How the ‘Amazon effect’ is altering customer expectations in finance
  • Effective preparation for the significant wealth transfer happening in the next 22 years
  • And much more!

Don’t miss out on this episode, which offers more than advice – it’s a roadmap to transforming your advisory practice.

 

Resources: 

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Connect with Jeremy Houser:

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

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

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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:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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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FEATURE
Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)

Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)

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Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance.

This week, the Executive Vice President at Simplicity Life, Nathan Jacobson, joins Jeremy Houser to explain how independent financial professionals can use the tools and resources Simplicity Life provides their advisors with best-in-class life insurance solutions. Whether it be protecting loved ones from an untimely death or as a tax diversification tool, Nathan highlights the array of benefits around life insurance. 

Plus, he unpacks some valuable wisdom words for financial advisors, like the importance of investing in your business and continuous education.

Jeremy and Nathan discuss: 

  • Ways Simplicity Life is now the largest independently-owned life brokerage in the country
  • The firm’s educational approach in offering their agents the highest level of knowledge to pass on to their clients
  • The power of life insurance as a financial vehicle
  • Ways advisors and prospects can benefit from Simplicity Life’s tax-free retirement platform 
  • Advice for financial advisors: The value of education and maintaining a digital presence
  • And more!

Resources:

Connect with Nathan Jacobson:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

As the Executive Vice President of Simplicity Life, Nathan Jacobson takes his accomplished 18 years in the life insurance industry to the largest financial marketing organization, Simplicity Life. Nathan’s extensive knowledge in insurance distribution and sales management is poised to help him build new strategic alliances and industry best sales platform and proprietary insurance products for use across all of Simplicity Life.

 

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