Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)
In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies.
Monday Minute – July 22, 2024
InsurMark Founder’s Club Taking the Trip Next week, we’ll be hosting our InsurMark Founder’s Club Taking the Trip virtual event, where our Founder’s Club members will get to hear how one of our top advisors has built a successful 100% virtual practice. We’ll walk through every aspect…
Monday Minute – July 15, 2024
InsurMark Celebrates 41 Years This month, InsurMark celebrates 41 years of helping advisors like you build successful and sustainable businesses, and as we look to the future, we’re committed to bring you valuable training and business resources. InsurMark Admin Office Hours Tomorrow, we’re hosting another…
Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)
Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.
Monday Minute – July 8, 2024
InsurMark Admin Office Hours Starting tomorrow July 9th, we’ll be hosting our weekly Admin Office Hours series, where you’ll get to know more about our Hubbard and Clara business management tools, e-applications and more. Check out live demos and get your questions answered live from…
Monday Minute – July 1, 2024
“Your Customer List is Your Best Asset” White Paper Our mission is to help you build, scale, and profit from your business by providing the knowledge to move you forward faster. Our latest white paper, titled “Your Customer List is Your Best Asset” does just…
Monday Minute – June 24, 2024
Tax-Free Retirement Insider We are excited to offer you the opportunity to grow your life insurance business with minimal cost and maximum results. Our Life Advisor Development Consultants are here to guide you through Simplicity’s Tax-Free Retirement Insider’s program. This comprehensive program equips you with…
Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax…
Monday Minute – June 17, 2024
Turning Pro Training Camp Looking for a competitive edge in your business, you’ll want to check out our Turning Pro Training Camp. This eight-week course is led by renowned sports psychologist and mindset coach Dr. Kevin Elko. Our top advisors got to hear from Dr….
Monday Minute – June 10, 2024
Turning Pro Training Camp Starting TODAY: Join us at 3:00 PM Central for our Turning Pro Training Camp featuring renowned sport psychologist and mindset coach expert Dr. Kevin Elko! This exclusive 8-week training course features Dr. Elko’s championship-winning insights and steps for success that can…