Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)
The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to…
Monday Minute – September 18, 2023
Life Insurance Awareness Month with Policygenius Pro Find out how much Policygenius Pro can help you save time and increase revenue by outsourcing your term business. This turnkey system can streamline your life business with a simple link on your website that clients can initiate…
Monday Minute – September 11, 2023
Simplify your life sales process with Ensight The latest tool our advisors are finding useful is Ensight. This is our proprietary point of sale tool that allows our advisors to simplify the life insurance sales process, clarify the benefits of life insurance while providing a…
Monday Minute – September 4, 2023
Life Insurance Awareness Month with Policygenius Pro Happy Labor Day from the InsurMark team! For Life Insurance Awareness Month, remember to talk to your Advisor Development Consultant about the powerful new tools available to maximize your life insurance business with Policygenius Pro. Contact our life…
The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)
Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth…
Monday Minute – August 28, 2023
National Life Insurance Awareness Month The self proclaimed leader in online memorial crowdfunding boasts that it has raised over $330 million through 125,000 memorial fundraisers annually. That’s an average of $2,640 per memorial fund raised. Is that enough? We know all too well how fast…
Monday Minute – August 21, 2023
InsurMark Founder’s Club This month we hosted another exclusive training workshop for our InsurMark Founder’s Club members that focused on building a successful and efficient sales process and developing a specialized service model to manage those client relationships. InsurMark Founder’s Club is an invitation-only group…
Charting New Paths with Jeff Maxey (Ep. 48)
Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews…
Monday Minute – August 14, 2023
Replay: Exploring the Future of Retirement Income Planning You can still watch our recent session with Dr. David Blanchett and Heather Holmes discussing how annuities can help longevity risk in retirement planning for prospects and clients and a cutting edge system that advisors can plug…
Monday Minute – August 7, 2023
Two for Tuesday Join us this week for our “Two for Tuesday” where Jeff Sather and Sharen Coats will discuss one of the big issues that cause your affluent clients to lose sleep over! The issue is the fear of having to spend down their…