Level Up in 2023!

Our theme for 2023 is LEVEL UP!! We want to help you increase your business as we seek to deliver on our value proposition of helping ambitious life, annuity and wealth advisors build a more successful and sustainable 21st century retirement income practice, and that’s why you don’t want to miss our exclusive Level Up in 2023 launch event.

Save the date: January 17 from 11am to 1pm CT.

You’ll be receiving your email invitation in early January. You’ll be learning from: 

  • Jonah Berger: he is flat out the hottest marketing consultant in the US right now. He will share the critical communication steps every financial advisor needs to take from his latest NY Times and Wall Street Journal best-selling book “Catalyst – How to change anyone’s mind.”
  • Stephanie Bogan: the best financial advisor coach in the country will show you how to start building a business that makes you happier and exponentially more successful. FYI this will introduce a 12-month Elite Accelerator Coaching program built and underwritten exclusively for InsurMark leading advisors.

Plus, we’ll be launching our CLARA. This is InsurMark’s game changing digital-first, human-centric digital annuity platform for wealth advisors. Check out the Clara video using the link below in this email.  

There’s more to say about Level Up in 2023, so stay tuned.

Breakthrough Advisor Podcast

Be sure to catch our latest Breakthrough Advisor Podcast with Stephanie Bogan talking about differentiation and digitization in 2023!

Listen to the Breakthrough Advisor podcast

Carrier Updates

Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents. 

Carrier Updates

MYGA Report

Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.

MYGA Report