Monday Minute – December 19, 2022
Transforming the IUL sales process Be sure to ask your Advisor Development Consultant for information on our exclusive software tool that will eliminate confusion during the life insurance sales process and educate consumers on the importance of a holistic plan that seamlessly integrates life insurance….
Monday Minute – December 12, 2022
Business Planning for 2023 When it comes to business planning for 2023, our team actually has access to some of the most proprietary tools out there when it comes to forecasting the volatility controlled indexes found within the FIA space. Even though the S&P 500…
Monday Minute – December 5, 2022
Transform the Traditional Illustration Experience Be sure to ask your Advisor Development Consultant for information on a software tool for life insurance that helps build client confidence. Our solution will educate your clients on the importance of holistic planning and seamlessly integrate life insurance programs…
Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)
In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023.
Monday Minute – November 28, 2022
Transform the Traditional Illustration Experience In today’s environment, it is more important than ever for you to effectively educate your clients and easily demonstrate the holistic benefits of insurance products in a comprehensive financial plan. Our new proprietary Indexed Universal Life sales platform simplifies the…
Monday Minute – November 21, 2022
Happy Thanksgiving from InsurMark! As we celebrate the Thanksgiving Holiday this week, on behalf of ALL of us at InsurMark, we want to express our deep gratitude for your relationship with our firm! We are thankful for the opportunity to serve you and continue our…
Monday Minute – November 14, 2022
Transform the Traditional Illustration Experience Here’s your exclusive look at a new tool designed to educate consumers on the importance of a holistic plan including solutions for wealth transfer, income and accumulation protection, and tax-free retirement planning. A New Approach to Retirement Income Planning with…
The New Retirement Mindset with Dr. Wade Pfau (Ep.37)
In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.
Monday Minute – November 7, 2022
Transform the Traditional Illustration Experience Join us on November 8th for an exclusive look at a new tool designed to educate consumers on the importance of a holistic plan including solutions for wealth transfer, income and accumulation protection, and tax-free retirement planning. A New Approach…
Monday Minute – October 31, 2022
A New Approach to Retirement Income Planning The headlines about inflation, market volatility and recession are hard to ignore. For pre-retirees and those already retired, it’s no longer business as usual. These are equally challenging times for caring advisors like yourself because planning has become…