The InsurMark Hall of Fame is a distinguished group of experienced financial professionals that have been valued partners throughout our 40-plus year history. This July, we invited the InsurMark Hall of Fame to join us in Park City, Utah to honor their accomplishments and show our appreciation for their continued business throughout the years. Click the video to see some of the highlights!
Marketing
Estate Planning Mistakes and the Annuity Advantage
Wednesday, August 19, 2026 @ 11:00 AM CT
Many affluent families unknowingly rely on strategies that increase tax exposure, invite probate, and leave assets exposed to potential administrative or financial risks. Join this webinar to explore common estate mistakes and learn how to strategically position annuities to protect your high-net-worth clients’ legacies.
What You Will Learn:
- The Annuity Advantage: How to leverage annuities to reduce potential risk and strategies to support wealth transfer.
- Asset Vulnerability: Understand and identify common pitfalls in Estate Planning.
- Beyond the Trust: How to strengthen your agent and client relationship.
Reach out to your Advisor Development Consultant for the registration link.
Stop being seen as a salesperson and start being seen as the family’s most trusted advisor.
Sales
Streamline your practice with one centralized command center.
Online Event – Aug 27th 1 pm EST
92% of consumers trust the referrals or recommendations of people they know personally.
Attend our upcoming webinar and discover effective strategies for optimizing client retention and referrals. We will cover proven methods to grow your client base and sustain relationships.
Reach out to your Advisor Development Consultant for more information and the registration link to this event.
Product
Oceanview: Equal Weight Allocation Option
A simplified approach to diversified allocation within a fixed indexed annuity.
Choosing how to allocate your annuity can feel complicated. The Equal Weight option provides a streamlined allocation approach automatically spreading your premium evenly across four widely recognized market indices across company sizes, sectors and regions.
25% into each for the four indexes:
S&P 500 – Large U.S. companies, Nasdaq-100 – Innovation and technology leaders,
Russell 2000 – Small U.S. companies, MSCI World Index – Developed markets around the globe
Simple to select: One decision instead of managing multiple allocations.
Simplified allocation approach: Offers a straightforward way to allocate across multiple crediting strategies.
Reach out to your Advisor Development Consultant for more information and illustrations.
This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation.
5851635-0826