Tag: Simplicity Group
Are You Ready For the Truth with Jason Jenkins (Ep. 66)

Are You Ready For the Truth with Jason Jenkins (Ep. 66)

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To grow your advisory business, you may actually need to do less, not more.

That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.

Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.

Jeremy and Jason discuss: 

  • How AI and modern technology can streamline your workload
  • The importance of a well-defined business process and how it contributes to your practice’s scalability and saleability
  • Key attributes that top advisors possess and how to cultivate them in your practice
  • How Simplicity’s platforms and resources can help meet your unique business needs and growth ambitions
  • The art of human connection 
  • And more

 

Resources: 

Connect With Jason Jenkins:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses. 

 

3688201-0724B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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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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