Tag: Strategies

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Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

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Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? 

In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success. 

Greg discusses: 

  • The challenges he faces in managing expenses and revenue
  • His mission to positively impact one million lives by 2030
  • How focusing on a team environment improves company performance 
  • Strategies he has learned through coaches in the industry
  • And more

Connect With Greg DuPont:

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About Our Guest:

Greg DuPont is a financial advocate all about using proven strategies to eliminate debt, reduce lifetime tax costs, and generate more disposable income. He helps attorneys, professionals, and small business owners ensure that their money supports their life and the way they want to live it. 

Debt and taxes provide the greatest challenges to building, preserving, and transferring wealth. Greg focuses on true tax planning: not only looking for solutions to current income taxes but also your lifetime tax cost. 

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Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

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As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients.

In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.

Jeremy discusses:

  • The significance of the recent Systems Work People Fail 2.0 Webinar and its relevance in today’s rapidly evolving market for the independent financial professional
  • Ways consumer behavior has changed
  • Processes and tools required to separate yourself from the competition and establish yourself as an authority within your industry 
  • The role of technology and the value of having a robust digital presence to build trust and reach a broader audience
  • The value of having strong mentorship and messaging as an advisor  
  • And more!

Resources: 

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Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)

Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)

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As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer.  

In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals what’s to come for InsurMark during this sunny season. 

From education and coaching to InsurMark’s 40th-anniversary celebration and even client appreciation events, listen in and discover ways the firm continues to implement new and improved mentoring, coaching, and marketing strategies for advisors.

Jeremy discusses: 

  • What you should know about the firm’s live event in Houston designed to promote marketing, find new prospects, and enhance your overall business practices 
  • InsurMark’s inaugural ‘Taking The Trip’ event
  • Strategies to elevate your client interactions with a more personalized (and human) touch
  • Authentic partnership: How to be more relatable with your clients and prospects 
  • Some of the best practices InsurMark advisors are implementing within their businesses
  • And more!

Resources:

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Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)

Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)

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As advisors, it is incredibly important to differentiate ourselves from the competition.

In 2023, that might look like finding our niche, offering a unique service, or finding a way to create meaningful connections with our clients. 

While this is a good starting point, there’s more we can do. 

In this episode, Jeremy Houser is joined by Jeremy Bickler, the VP of Sales for the Central Region at NIW. Jeremy introduces Kai-Zen® and ILIA as two must-know advisor-focused platforms. Listen in as Jeremy details how these digital platforms support advisors in elevating their business and client experience. 

Jeremy discusses: 

  • Kai-Zen® as the strategy that provides advisors and their clients the opportunity to add up to three times more money to fund a cash-accumulating life insurance policy
  • What you should know about ILIA and its advantages for the preferred IMOs
  • Some advice for advisors looking to differentiate themselves in the industry
  • The benefits of his partnership with the Simplicity family 
  • And more!

Connect with Jeremy Bickler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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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