We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like?
In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients.
What you should know about Athene’s partnership with InsurMark
The awards that Athene won in 2022
The importance of volatility control indices and ways the firm selects their index partners
Some of the challenges Athene faced in scaling up their business and how they overcame them
Athene’s Roth conversion program
The value of educating clients on the differences between banks and insurance companies
What the future holds for the company
The importance of fixed index annuities in volatile markets and the benefits they offer for clients in drawdown situations
Mitch Anderson is a VP/Senior Relationship Manager for Athene USA and works with a number of our Key Distribution Partners. Besides managing NMO relationships, Mitch frequently speaks at training events and helps educate advisors on the benefits of Fixed Indexed Annuities.
For over 30 years, Mitch has worked in the insurance and financial services industry in a number of different roles, from wholesaling to sales management.
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 a wrench in your plans for years to come. What if you treat your health as an asset?
In this episode, Jeremy Houser is joined by Stevyn Guinnip, the founder, and CEO of Grow Wellthy™. Through speaking to many advisors who have been in the business for more than 20 years, including her father, Stevyn unveils the similarities between financial and physical wellness and her approach to helping advisors and investors grow wellthy so that they can retire wellthy.
Her connection to the financial world
What motivated her to build Grow Wellthy™
The parallels between financial and physical wellness
Tips and tricks advisors can follow to live a healthy lifestyle
Ways health is a silent partner in our retirement plan
Stevyn Guinnip, MS, CWC is an exercise physiologist, certified wellness coach, and the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, a health and wellness advisory firm with a financial perspective. She believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out soon. You can read more about Stevyn’s story here.
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 advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy.
Key business nuggets he has gained from talking with other advisors during his time in Cabo
Ways Tim has been able to double his business in a one-year timeframe
Advice for advisors looking to connect with prospects online to see results
Reasons consistency is key
The power of ‘writing things down’
Podcasts and how they work as a tool to expand your network and build credibility
Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm. His mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.” Tim holds the Chartered Retirement Planning CounselorSM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.
Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting.
However, going 100% virtual when it comes to marketing is not for everyone.
In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools.
The importance of keeping a consistent message across your business
Some business challenges he has faced this year
Stories and processes that are helping him this year convert prospects
How going virtual has allowed his business to scale and become more efficient
Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky, while earning a Bachelor’s degree in Finance and Education at the University of Kentucky. Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women’s gymnastics, and men’s tennis teams.
Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards, which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.
In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter.
Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals.
In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty.
What types of conversations you should be having with prospects
The importance of adapting to different marketing tactics and strategies
The value in going against the grain, separating yourself from the competition
Ways to present yourself and your team as industry experts
In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.
But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd.
In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base.
The importance of incorporating webinars and video messaging within your practice
The truth about trust, ego, and commitment when it comes to building and maintaining a business in this virtual environment
How to keep your clients informed without throwing them an abundance of oversaturated information
Ways to personalize your relationship with your clients
Al Caicedo is the president and owner of CKS Summit Group. Al’s focus is to help his clients enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand for themselves the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse.
While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors.
This week, Jeremy Houser details ways to continue that growth for the remainder of this year and the years to come.
Jeremy highlights the role of innovation, creativity, and even time off when it comes to business growth and the ever-changing and uncertain marketplace. Through the use of technology, Jeremy outlines ways you can keep your clients up to date on market trends while allowing your business to elevate its marketing efforts.
The importance of vacation time and the value of setting realistic expectations with clients
Reasons advisors shouldn’t be afraid of changes and challenges
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.
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
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.
Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats.
In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike is a CFP who unveils ways he’s finding success as an advisor, business practices, and operations. Through systems and practices, Mike highlights the critical role InsurMark’s partnership has played in the acceleration of Ideas by Mike, LLC.
Ways he is helping his customers during this volatile time
How to invest in your business through different strategies to see impactful growth
The power of stories and resources and how they reflect in his own podcast: Stories, Resources, and Ideas
How his partnership with InsurMark has supported and excelled his business
Mike Milligan has been a Certified Financial Planner since 2002. He understands what most people endure in life and understands that life is not a simple pie chart of diversified priorities and passions to spread out risk; we go all in, all the time. That’s why Mike is here to help you with that and learn from your experience so he can pass along what he has learned and what he has lived.