Level Up in 2023

If you missed our recent live Level Up launch event – you could still take advantage of the shared information. This replay features two well-respected thought leaders sharing with you how to accomplish more this year.

  • Jonah Berger: he is a rare thinker on change, word-of-mouth marketing, and how products, ideas, and behaviors catch on. He shared how successful change isn’t about pushing harder or exerting more energy, it’s about removing barriers for your potential clients. Listen and learn about the barriers you can expose in your next discovery appointment with clients.
  • Stephanie Bogan: the best financial advisor coach in the country. She showed us how to start building a business that makes you happier and exponentially more successful. You will hear about a 12-month Elite Accelerator Coaching program created and underwritten exclusively for InsurMark’s leading advisors.

Please contact your Advisor Development Consultant to get a replay.

Have you started using Clara?

This is InsurMark’s unique digital-first, human-centric annuity platform for wealth advisors. Be sure to check out the CLARA video below. 

Additional training is available – so be sure to ask your Advisor Development Consultant!

Carrier Updates

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

MYGA Report

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