Tag: Professional Development
How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

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New innovations are making life insurance more accessible! 

Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.

Key Highlights:

  • Discover how federal rate hikes and AG 49 regulations are transforming the insurance industry
  • Learn about the triumph of the Kaizen plan, which excels despite challenges, thanks to technological advancements and extended partnerships
  • Find out about the innovative monthly payment feature for life insurance, designed to assist budget-conscious clients and perfectly suited for executive bonuses
  • Explore the digital revolution in insurance, highlighting the move towards online, paperless client enrollment processes
  • Understand how services are customized for diverse clientele, from medium-sized businesses to large corporations, especially in executive bonus scenarios
  • And much more!

 

Resources: 

Connect With Jeremy Bickler:

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About Our Guest:

Jeremy Bickler is VP of Sales for the Central Region at NIW. He brings over 20 years of industry experience, working across multiple areas of the business. While life insurance is his passion and focus, he has marketed and sold annuities, asset-based LTC, and disability. Jeremy has worked as an external wholesaler for multiple top-rated insurance carriers and is the former owner of an IMO where he presided over the life insurance division. In his current role at NIW, he assists IMOs in implementing Kai-Zen® and other premium finance strategies into their business. He also trains IMO sales staff and individual agents on using leveraged IUL for estate planning and supplemental income solutions. 

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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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Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

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Is your financial advisory strategy future-proof?

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

Key Highlights:

  • The secrets of Annexus’s index selection, where academic insights meet Wall Street ingenuity to revolutionize investing
  • How innovative design and strategic diversification are transforming retirement planning, challenging conventional market trends
  • Peek into Annexus’s journey to the top, uncovering the visionary strategies that set their products apart
  • How Annexus masterfully balances steadfast processes with dynamic market changes to redefine success standards
  • Witness how Annexus stays ahead by harnessing wisdom from academic giants, carving a niche in the competitive financial arena
  • Gain insights into the evolving bond market and the rising potential of Fixed Index Annuities as we enter 2024
  • Enter a groundbreaking phase of financial advising, focusing on the strategic integration of Fixed Index Annuities for robust portfolio management
  • And much more!

 

Resources: 

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About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

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2023 to 2024: Reflecting and Projecting (Ep. 53)

2023 to 2024: Reflecting and Projecting (Ep. 53)

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There are new ways to help yourself stand out in the growing landscape of financial advisors.

Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.

Key Highlights:

  • Challenges and Growth in 2023: Jeremy discusses InsurMark’s significant growth alongside his personal challenges, such as balancing a growing family with increased work commitments
  • Focusing on Control and Importance: He shares valuable lessons from 2023, focusing on the importance of directing efforts towards controllable aspects for both personal and professional advancement
  • Goals for 2024: With an aim for enhanced consistency and efficiency, Jeremy plans to improve services for advisors while ensuring quality family time
  • Leveraging Digital Media: The importance of digital platforms, like YouTube and social media, in standing out in the insurance industry
  • Podcast Evolution: Reflecting on the podcast’s growth, Jeremy discusses its role in demonstrating effective digital media marketing strategies
  • Gratitude and Community Building: Jeremy expresses gratitude towards his team and advisors at InsurMark, celebrating their collective achievements and the community they’ve built
  • And much more!

 

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Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

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How are AMP advisors thriving in today’s market? 

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

Key Points to Spark Your Curiosity:

  • Learn how AMP advisors are integrating financial technology to enhance their strategies
  • Discover the importance of personal relationships and family support in professional success within AMP
  • Understand the significant influence of your closest connections on both personal and professional growth
  • Find out how AMP advisors set meaningful goals that transcend mere numbers
  • Explore the strategic decisions top advisors are making for future success
  • Get inspired by a potent planning strategy that focuses on what’s truly important
  • Learn about the advantages of early business planning and its impact
  • And much more!

 

Resources: 

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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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Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

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The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes!

Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.

In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of data driven decision making. 

Rob discusses: 

  • His background and role at Dimensional
  • The significance of advisors and asset managers aligning their long-term investment strategies
  • The importance of positioning in the fixed income space based on yield curve movements and the need for active management
  • Global fixed income opportunities
  • How Dimensional’s approach to index construction relies on the insights of leading academics
  • The importance of having a complete understanding of volatility and how it can help capture more returns in asset classes
  • The movie “Tune Out the Noise” and its focus on the foundation and origins of Dimensional
  • And more!

 

Connect With Rob Harvey:

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About Our Guest:

Rob Harvey, Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® Charterholder.

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Ascent to Greatness (Ep. 49)

Ascent to Greatness (Ep. 49)

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In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. 

In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.

Jeremy discusses: 

  • The growth potential of the fixed index annuity industry
  • The importance of mindset and confidence in achieving success
  • The importance of having a vision and creating your own standards 
  • Leveraging technology and resources to maximize efficiency
  • The concept of focusing on the 20% of efforts that generate revenue and delegating the remaining 80%
  • And more

 

Resources: 

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Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

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With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.  

In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind. 

Jeremy discusses: 

  • The transition of leadership at InsurMark
  • The InsurMark team’s strategies for attracting new clients for advisors
  • Leveraging resources provided by InsurMark
  • Building credibility and trust with clients through articles and third-party resources
  • And more

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Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

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Do you ever think about the power of Simplicity in business?

In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients. 

Bruce discusses:

  • Simplicity Group’s philosophy when it comes to wholesale initiatives and supporting independent agents and advisors 
  • The importance of simplicity in business practices and the benefits that come with it, such as efficiency and added time for client relationship building 
  • Why businesses who embrace Simplicity and their resources are thriving
  • Simplicity’s competitive advantage in consulting services and institutional support for agents and advisors
  • And more

Connect With Bruce:

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About Our Guest:

Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer. Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments. Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom. Mr. Donaldson earned a M.B.A. from London Business School, a J.D. from the John Marshall Law School and a B.A. from Hobart College. Mr. Donaldson serves as a Director for Simplicity Group Holdings.

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