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# Simplicity InsurMark

## Sitemaps

- [XML Sitemap](https://insurmark.net/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44)](https://insurmark.net/2023/05/the-seven-elements-to-building-a-million-dollar-business-part-ii-ep-44/) - As an advisor, you have to be strategic about your marketing. While building brand awareness and value for your target audience is crucial, it’s not everything. In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. From defining your niche to lead capture and the concept of
- [Want to Become a Lead Magnet? Don’t Hoard Your Secret Sauce](https://insurmark.net/2023/05/halloran-influence-accelerator/) - If you’re like most advisors, you may be struggling to master the fine art of marketing. And let’s get real, we know you’d rather spend your time doing something else, like closing leads. There has to be a better way … and there is. You just need to release the Kung Fu Grip on your
- [Ready to Accelerate Your Influence? Unleash the real YOU.](https://insurmark.net/2023/06/halloran-podcast-pt-2/) - “So many advisors are still trying to be somebody else, and this is why they struggle so much. The advisors who are truly allowing themselves to be their own loud, unapologetic selves, that's where everything freaking changes.” These wise words were shared by ProudMouth influence expert Matt Halloran during a recent episode of The Breakthrough
- [The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 88)](https://insurmark.net/2025/12/the-digital-shift-advisors-cant-ignore-with-david-anderson-ep-88/) - Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust online without getting tangled in compliance challenges. In this episode, Randy Yost and David Anderson, Director of Digital Marketing and Analytics at Simplicity Group, unpack
- [Maximizing Social Security: Navigating the Client Conversations](https://insurmark.net/2025/12/maximizing-social-security-navigating-the-client-conversations/) - Social Security remains one of the most foundational—and misunderstood—components of retirement income planning. In our recent webinar “Maximizing Social Security: Navigating the Client Conversations,” we explored why these discussions are essential, the core risks retirees face, and how financial professionals can better guide clients toward informed, confident claiming decisions. For advisors striving to build more
- [Monday Minute - December 1, 2025](https://insurmark.net/2025/12/monday-minute-december-1-2025/) - MARKETING Growing your Business with Simplicity Marketing part IIThe Truth About Annuities: The Truth About Annuities turnkey workshop system is designed to help you attract a highly targeted audience of motivated annuity buyers. It will give you a multi-marketing platform for communicating how FIAs can be a hallmark of a successful retirement plan, by helping to provide retirees
- [Monday Minute - November 24, 2025](https://insurmark.net/2025/11/monday-minute-november-24-2025/) - Product Spotlight - Athene November 25th at 11 am CST A strong-performing annuity isn't just a "bucket" of money; it's a powerful planning instrument. Spend 30 minutes and learn how the updated Athene BCA can create better client outcomes through advanced academic insight and Annexus-powered product engineering. Register for this webinar MARKETING Growing your Business with Simplicity
- [Monday Minute - November 17, 2025](https://insurmark.net/2025/11/monday-minute-november-17-2025/) - Maximizing Social Security: Navigating the Client Conversations Join us on November 19th at 11:00 AM Central for a look at strategies that can help your clients get the most out of their Social Security benefits. Special guest Jason Jenkins will discuss how to identify retirement risks and get the most out of Simplicity tools and
- [From Overwhelmed to Outperforming: Solving the Time and Expertise Gap in Digital Marketing](https://insurmark.net/2025/11/from-overwhelmed-to-outperforming-solving-the-time-and-expertise-gap-in-digital-marketing/) - Define Your Marketing Strategy So You Can Get Back to Advising Chances are, you didn’t become a financial advisor just to spend your time, effort and money on marketing efforts. You got into this business to provide life-changing financial guidance… Yet growth stalls without effective marketing. And dabbling across ad platforms, social posts and email
- [Monday Minute - November 10, 2025](https://insurmark.net/2025/11/monday-minute-november-10-2025/) - National Long-Term Care Awareness Month For National Long-Term Care Awareness month, we've collected useful reading material and news articles that can be shared with your clients on the benefits of long-term care and how it factors into planning for their financial futures. Contact your Advisor Development Consultant for more details on our top products and
- [How FinTech Helps Advisors Boost Revenue Via Personalized Experiences](https://insurmark.net/2023/09/how-fintech-helps-advisors-boost-revenue-via-personalized-experiences/) - FinTech—the technology available to help financial advisors enhance, streamline and grow their practices—is growing by leaps and bounds. Just take a look at the Kitces Financial Advisor Technology Map! One of the many ways FinTech can help advisors both serve clients better and boost revenue is by making it easier to personalize advice and add
- [Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)](https://insurmark.net/2023/09/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 talk about how advisors can personalize client interactions based on
- [Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)](https://insurmark.net/2022/10/breakthrough-advisor-your-2022-playbook-for-the-new-retirement-realities-with-dr-michael-finke-ep-36/) - A lot of retirees fear running out of money during retirement. Can you relate? This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support
- [Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)](https://insurmark.net/2024/11/permission-to-spend-next-level-retirement-income-planning-with-michael-finke-ep-76/) - Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.
- [3 Trends That Are Forever Changing the Advisor Landscape (Ep. 1)](https://insurmark.net/2020/04/breakthrough-advisor-episode-1-3-trends-that-are-forever-changing-the-advisor-landscape/) - Subscribe Are you equipped to be the resource your clients need in the 21st century? In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help advisors build sustainable businesses and become an invaluable resource to
- [Are You Building a Sustainable 21st-Century Retirement Planning Business? (Ep. 2)](https://insurmark.net/2020/05/breakthrough-advisor-episode-2-are-you-building-a-sustainable-21st-century-retirement-planning-business/) - Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses. In this episode, you
- [What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)](https://insurmark.net/2020/05/breakthrough-advisor-episode-3-what-you-dont-know-about-the-secure-act-could-impact-your-clients-with-jamie-hopkins/) - The SECURE Act is a lot more complicated than most advisors realize. Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking.
- [What to Consider When Planning Your Retirement Income – With Wade Pfau (Ep. 4)](https://insurmark.net/2020/06/breakthrough-advisor-episode-4-what-to-consider-when-planning-your-retirement-income-with-wade-pfau/) - When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs. To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College. With his extensive knowledge
- [Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson (Ep. 5)](https://insurmark.net/2020/07/breakthrough-advisor-episode-5-strategies-for-reaching-your-peak-performance-with-dr-kerry-johnson/) - Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%. As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve.
- [Episode 6 –  Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell](https://insurmark.net/2020/07/breakthrough-advisor-episode-6-marketing-and-website-development-strategies-for-financial-professionals-with-samantha-russell/) - As a financial professional, you likely spend most of your time providing clients with high-quality service. As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing. Today, Twenty Over Ten’s Samantha Russell shares her expertise on how financial professionals can implement marketing and website development
- [How to Help Clients Plan for Asset-Based Long-Term Care  – With Don Quante (Ep. 7)](https://insurmark.net/2020/07/breakthrough-advisor-episode-7-how-to-help-clients-plan-for-asset-based-long-term-care-with-don-quante/) - Subscribe Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way? Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice. Don breaks down asset-based long-term care and the benefits this
- [Retirement Research Insight for Advisors – With David Blanchett (Ep. 8)](https://insurmark.net/2020/08/breakthrough-advisor-episode-8-retirement-research-insight-for-advisors-with-david-blanchett/) - As Morningstar Investment Management’s head of retirement research, David Blanchett is driven to uncover ways advisors can create better outcomes.
- [How to Grow Your Financial Practice – With Matt Halloran (Ep. 9)](https://insurmark.net/2020/09/breakthrough-advisor-episode-9-how-to-grow-your-financial-practice-with-matt-halloran/) - Subscribe While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing’s CEO, Matt Halloran. From expanding your financial practice
- [How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso (Ep. 10)](https://insurmark.net/2020/09/breakthrough-advisor-episode-10-how-to-connect-the-dots-to-avoid-the-worst-of-the-worst-with-brett-saso/) - Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode, join Brett as he shares his first-hand experience with failure and
- [Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)](https://insurmark.net/2020/10/breakthrough-advisor-episode-11-creating-income-that-wont-outlast-your-retirement-with-mike-harris-and-jon-rosborough/) - The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement.
- [Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)](https://insurmark.net/2020/10/breakthrough-advisor-episode-12-building-a-tax-free-retirement-with-patrick-kelly/) - Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients
- [How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌(Ep. 13)](https://insurmark.net/2020/11/breakthrough-advisor-episode-13-how-q4-can-make-your-2020/) - Subscribe InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share
- [Business Planning for Advisors — With Coach Joe Lukacs (Ep. 14)](https://insurmark.net/2020/12/breakthrough-advisor-episode-14-2021-business-planning-for-advisors-with-coach-joe-lukacs/) - Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new
- [Advisor Lessons from 2020 (Ep. 15)](https://insurmark.net/2020/12/breakthrough-advisor-episode-15-advisor-lessons-from-2020/) - 2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic
- [How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)](https://insurmark.net/2021/01/breakthrough-advisor-episode-16-how-to-step-up-your-online-marketing-game-with-robert-sofia/) - Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections
- [Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)](https://insurmark.net/2021/03/breakthrough-advisor-episode-17-protecting-clients-retirement-savings-with-tax-planning-with-ed-slott-cpa/) - Subscribe Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance
- [How To Develop Your Client Experience Comeback Plan — With Julie Littlechild (Ep. 18)](https://insurmark.net/2021/03/breakthrough-advisor-episode-18-how-to-develop-your-client-experience-comeback-plan-with-julie-littlechild/) - As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a
- [Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)](https://insurmark.net/2021/06/breakthrough-advisor-19-using-genivity-to-measure-your-clients-wealth-and-health-with-heather-holmes/) - Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses
- [Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL (Ep. 20)](https://insurmark.net/2021/06/breakthrough-advisor-20-retirement-related-considerations-from-retirement-expert-tom-hegna-clu-chfc-casl/) - Subscribe While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components. In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his
- [Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP® (Ep. 21)](https://insurmark.net/2021/07/breakthrough-advisor-21-social-security-medicare-summed-up-in-35-minutes-with-mary-beth-franklin-cfp/) - Subscribe Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you! Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning.
- [Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22)](https://insurmark.net/2021/07/breakthrough-advisor-22-viewing-retirement-as-personal-preferences-rather-than-behavioral-finance-with-wade-pfau-ph-d-cfa-ricp/) - Subscribe While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees. In this episode, the firm’s founder and The American College of Financial Services’ retirement income professor, Wade Pfau, discusses
- [How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® (Ep. 23)](https://insurmark.net/2021/08/breakthrough-advisor-23-how-to-achieve-objective-index-ratings-and-forecasts-with-laurence-black-from-the-index-standard/) - Subscribe How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best interest? In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can
- [The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)](https://insurmark.net/2021/08/breakthrough-advisor-24-the-value-behind-a-data-driven-approach-to-annuities-for-advisors-with-tamiko-toland/) - Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby
- [Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)](https://insurmark.net/2021/09/breakthrough-advisor-25-tax-planning-solutions-made-easy-for-advisors-with-kevin-lozer-cfp/) - Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy.
- [Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)](https://insurmark.net/2025/01/every-successful-advisor-deserves-a-great-liquidity-event-with-david-grau-jr-ep-79/) - Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.
- [Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41)](https://insurmark.net/2023/03/capitalizing-on-inflation-and-taxes-a-three-year-window-for-advisors-with-ed-slott-cpa-ep-41/) - Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize
- [How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)](https://insurmark.net/2024/04/how-6000-advisors-solved-the-growth-puzzle-with-robert-sofia-ep-62/) - Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today's digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms thrive while
- [Here’s What’s Going on in the Index World with Laurence Black (Ep. 31)](https://insurmark.net/2022/04/breakthrough-advisor-heres-whats-going-on-in-the-index-word-with-laurence-black-ep-31/) - No matter what type of indexes your clients are invested in, we all wish to see what the future could hold for our investments. This where The Index Standard® provides actionable insights. Whether your clients are searching for the best performing indices, ETFs, or annuities, The Index Standard® provides unbiased perspective, objective comparisons, and informative
- [Using Technology to Level Up! Your Annuity Business with Keith Burger (Ep. 33)](https://insurmark.net/2022/09/breakthrough-advisor-using-technology-to-level-up-as-a-financial-advisor-with-keith-burger-ep-33/) - What does it take to level up as an advisor? 📈 Technology is a growing giant, and it’s better to grow with it than against it. In this episode, Keith Burger, the head of distribution in North America at Luma Financial Technologies, explains what it takes to bring yourself to the next level of financial
- [Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)](https://insurmark.net/2023/03/mastering-the-fia-index-landscape-harness-expert-insights-and-comprehensive-ratings-for-optimal-asset-allocations-with-laurence-black-ep-42/) - As a financial advisor, it’s not always easy to make informed decisions when selecting best-performing indices, ETFs, and/or annuities for our clients. With so much data and information available, navigating through it all and finding the most relevant and objective comparisons can be cumbersome. But it doesn’t have to be like that anymore. This week,
- [Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35)](https://insurmark.net/2022/10/breakthrough-advisor-time-sensitive-tax-planning-tips-for-q4-with-ed-slott-cpa-ep-35/) - From the markets to inflation and even taxes, it has never been more important to be engaged with your clients before the year ends. How to do so? Are you in need of some advice? In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your
- [The Four Traits of a Breakthrough Advisor with Don Quante (Ep. 32)](https://insurmark.net/2022/06/the-four-traits-of-a-breakthrough-advisor-with-don-quante-ep-32/) - Like anything, there are things you can do as an advisor that will take you and the experience you provide your clients to the next level. In this episode, Lifetime MDRT Top of the Table and Million Dollar Advisor, Don Quante reveals four key traits advisors must have to elevate their practice to new heights.
- [Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43)](https://insurmark.net/2023/04/advisors-ready-to-become-a-trusted-authority-and-a-lead-magnet-get-started-with-matt-halloran-ep-43/) - Advisors, are you ready to leverage actionable marketing strategies to stand out and #BeYourOwnLoud in a crowded marketplace? 🚀 In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust and
- [Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)](https://insurmark.net/2023/07/creating-superfans-heres-how-to-turn-your-customers-into-lifelong-advocates-with-brittany-hodak-ep-47/) - Ready to explore the secrets behind creating a passionate fan base and standing out in a crowded market? In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans. Tune in as Brittany
- [Charting New Paths with Jeff Maxey (Ep. 48)](https://insurmark.net/2023/08/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 Jeff about the major changes he envisions for the company
- [Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)](https://insurmark.net/2023/06/personalized-longevity-can-address-your-clients-scariest-wealth-and-health-pain-points-with-heather-holmes-ep-46/) - Are you ready to take longevity planning to the next level? In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients. Heather discusses: The science behind HALO's algorithm and the
- [The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)](https://insurmark.net/2022/09/breakthrough-advisor-the-2022-secret-formula-to-client-loyalty-and-abundant-referrals-with-julie-littlechild-ep-34/) - Engagement varies depending on the relationship we have with our clients. So when it comes to client engagement, what can we do to ensure that we are taking it to the next level? In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the value of true engagement
- [Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)](https://insurmark.net/2022/02/breakthrough-advisor-get-ahead-with-effective-social-security-planning-with-jack-sharry-jeff-quigley-ep-29/) - Maximizing income retirement is quickly becoming a prevailing conversation for financial planners, especially with the influx of retirees these past years. The question on the minds of many pre-retirees is, “What do I do about my Social Security?” In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of
- [Advisors, Here’s Your Top To-Do List For 2022 with Matt Halloran (Ep. 28)](https://insurmark.net/2022/01/breakthrough-advisor-advisors-heres-your-top-to-do-list-for-2022-with-matt-halloran-ep-28/) - If you are a financial advisor who makes your clients or prospects feel that you have a solution for uncertain times, you have an opportunity to exponentially grow in 2022. In this episode, Jack Martin sits down with ProudMouth’s CRO and co-founder, Matt Halloran. Together, they explore the importance of leveraging technology and effective communication
- [The Steps To An Effective Marketing Plan, Part 1 (Ep. 39)](https://insurmark.net/2023/01/the-steps-to-an-effective-marketing-plan-part-1-ep-39/) - FOMO is a real thing. What’s separating you from growing faster and working less? Advisors, with the proper processes and systems, you can easily use your marketing to grow your business and become a trusted authority in your industry. This week, Jack Martin covers three out of the seven elements of an effective marketing plan
- [Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40)](https://insurmark.net/2023/02/removing-mental-roadblocks-how-to-change-anyones-mind-with-jonah-berger-ep-40/) - Advisors, start asking ‘why’ instead of number-pushing Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania. Jonah unpacks the ins and outs of finding the catalyst for
- [What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner (Ep. 26)](https://insurmark.net/2021/11/breakthrough-advisor-26-what-financial-advisors-should-expect-from-their-websites-in-2022-with-graham-turner-2/) - Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites
- [The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)](https://insurmark.net/2023/08/the-path-to-hyper-growth-heres-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 for financial advisors. Tune in as Jack talks about leveraging
- [Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)](https://insurmark.net/2023/10/navigating-uncertainty-in-retirement-with-michael-harris-and-steve-gresham-ep-51/) - In this episode of The Breakthrough Advisor™, Michael Harris and Steve Gresham, senior education advisors for the Alliance for Lifetime Income, join Jack Martin to talk about the communication challenges advisors face when meeting client needs for protected lifetime income. They share the Alliance's latest research on how advisors are bridging the communication and emotional
- [Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)](https://insurmark.net/2023/10/simplify-and-de-mystify-tax-planning-with-chris-field-ep-52/) - Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode, Chris Field, Holistiplan’s chief growth officer, joins Jack Martin to
- [Creating an Unforgettable Client Experience (Ep. 53)](https://insurmark.net/2023/11/creating-an-unforgettable-client-experience-ep-53/) - Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to
- [Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)](https://insurmark.net/2023/12/harnessing-fintech-innovation-for-2024-marketing-success-with-diana-cabrices-ep-54/) - With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As a thriving entrepreneur in the FinTech innovation and wealth management
- [Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)](https://insurmark.net/2024/01/wealth-transfer-and-tax-planning-opportunities-in-2024-with-ed-slott-ep-55/) - There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president of Ed Slott and Company, LLC, joins Jack Martin to
- [The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)](https://insurmark.net/2024/02/the-growth-engine-blueprint-for-advisors-with-stephanie-bogan-ep-57/) - Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle! Learn how to do just that with Jack Martin and
- [How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)](https://insurmark.net/2024/02/how-to-prepare-for-the-tax-tsunami-navigating-rising-tax-rates-with-tom-hegna-ep-58/) - In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What financial planning opportunities does the current landscape pose? Find out
- [The Death of the 60/40 Portfolio Has Been Greatly Exaggerated. Here’s Why.](https://insurmark.net/2024/03/the-death-of-the-60-40-portfolio-has-been-greatly-exaggerated-heres-why/) - Mark Twain famously said, “The reports of my death are greatly exaggerated.” The same may be said for the 60/40 portfolio, the 60/40 mix of stocks and bonds rooted in diversification and pioneered by economist Harry Markowitz decades ago. In recent years, numerous financial pundits have declared that the 60/40 portfolio is dead. But is
- [How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59)](https://insurmark.net/2024/03/how-to-wire-your-mindset-for-success-with-dr-kevin-elko-ep-59/) - Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game. This episode features Dr. Kevin Elko, a renowned sports psychologist
- [Cracking the Client Acquisition Code with Carl Richards (Ep. 60)](https://insurmark.net/2024/03/cracking-the-client-acquisition-code-with-carl-richards-ep-60/) - Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core
- [Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)](https://insurmark.net/2024/04/giving-retirees-permission-to-spend-with-tamiko-toland-ep-61/) - Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity Yoda), co-founder of IncomePath, about how advisors can help clients
- [Living Too Long is About More Than Just Money (Ep. 63)](https://insurmark.net/2024/05/living-too-long-is-about-more-than-just-money-ep-63/) - We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into
- [Unlock the Secret to Exceptional Organic Growth (Ep. 64)](https://insurmark.net/2024/05/unlock-the-secret-to-exceptional-organic-growth-ep-64/) - In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secrets that have enabled successful advisors to
- [Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)](https://insurmark.net/2024/06/life-changing-client-conversations-at-moments-that-matter-with-dr-amy-daprix-ep-65/) - Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore how to navigate life-changing client conversations during moments that matter
- [Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)](https://insurmark.net/2024/06/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 planning wealth manager and top Carson Wealth advisor. Debra shares
- [Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)](https://insurmark.net/2024/08/video-marketing-snackable-bites-and-client-testimonials-with-laura-garfield-ep-69/) - Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice.
- [Top Four Attributes Advisors Need to Lead a Winning Team](https://insurmark.net/2024/10/top-four-attributes-advisors-need-to-lead-a-winning-team/) - Many advisors launched their career in the corporate world. The trouble with the corporate world is that it can put you in a box that limits your potential.
- [Your Path to Advisor Marketing Mojo Starts Here](https://insurmark.net/2024/02/your-path-to-advisor-marketing-mojo-starts-here/) - If you want to grow your advisor practice and don’t want to buy leads (which we generally caution against), you need to figure out the best way to market YOU. There are several variables to consider, like what dollar amount you should allocate to your marketing budget, what tasks you should handle yourself vs. hand
- [Personalization: The Key to Longevity Conversations That Click](https://insurmark.net/2023/09/personalization-the-key-to-longevity-conversations-that-click/) - As an advisor, you know it’s vitally important to talk with clients about longevity. We do it every day. Yet, these conversations often fall flat with clients, and let’s face it, those dime-a-dozen longevity calculators don’t help. If you want to get to “Yes” with more clients—yes to both financial and healthcare planning—you need to
- [Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56)](https://insurmark.net/2024/01/integrating-indexed-annuities-into-the-60-40-and-other-portfolios-with-laurence-black-and-dr-jay-watson-ep-56/) - Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors manage client expectations? With hundreds of indices in the market
- [The New Retirement Mindset with Dr. Wade Pfau (Ep.37)](https://insurmark.net/2022/11/breakthrough-advisor-the-new-retirement-mindset-with-dr-wade-pfau-ep-37/) - Creating an effective retirement plan can be difficult when trying to prepare for the unexpected. So, how to maximize income while minimizing pitfalls? 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
- [Advisors Need a Champion Mindset to Go from Good to Great](https://insurmark.net/2024/04/advisors-need-a-champion-mindset-to-go-from-good-to-great/) - When you think of highly successful individuals, elite athletes often come to mind. For one, famed boxer Muhammad Ali will always be known as “the Greatest.” In recent years, several athletes have been labeled as GOATs (Greatest Of All Time), including quarterback Tom Brady, gymnast Simone Biles, NBA star Michael Jordan and tennis great Serena
- [Widows drop advisors like flies. How to avoid becoming a statistic.](https://insurmark.net/2023/12/widows-drop-advisors-like-flies-how-to-avoid-becoming-a-statistic/) - The first conversation an advisor has with a surviving spouse shouldn’t be after a client has died. There are many reasons to include both spouses in financial planning conversations, yet many advisors fail to do so. Spouses often look at investing and retirement in different ways, and focusing solely on the beliefs and goals of
- [Four Boxes Advisors Should Check Off Their To-Do Lists in 2024](https://insurmark.net/2024/01/four-boxes-advisors-should-check-off-their-to-do-lists-in-2024/) - It’s a new year, and 2024 is chock full of opportunities for ambitious advisors who are willing to act strategically to capitalize on them. That’s right, this is not your generic New Year’s resolutions for advisors type of blog post. We’re talking about what’s going on now and steps financial professionals can take to make
- [How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)](https://insurmark.net/2025/10/how-to-turn-new-tax-laws-into-new-clients-with-patrick-kelly-ep-85/) - Is your practice ready for the ripple effects of the next big tax wave? In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax
- [Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)](https://insurmark.net/2025/11/uncovering-opportunities-from-the-one-big-beautiful-bill-act-with-david-foster-ep-86/) - Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor™, host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®,
- [Actionable Tips: How Advisors Crush Daily Challenges with AI](https://insurmark.net/2025/07/actionable-tips-how-advisors-crush-daily-challenges-with-ai/) - AI enables advisors to spend more time on client-facing activities. Here are some easy ways to start using AI in your firm.
- [Monday Minute - November 3, 2025](https://insurmark.net/2025/11/monday-minute-november-3-2025/) - MARKETING Simplicity Website Access Your business is unique, and your website should reflect that. Stand out online with a website designed to: Build credibility and trust Attract potential clients Enhance your online visibility Showcase your brand Provide a platform for ongoing communication and engagement with clients and prospects Connect with your Advisor Development Consultant to
- [Monday Minute - October 27, 2025](https://insurmark.net/2025/10/monday-minute-october-27-2025/) - MARKETING "From Overwhelmed to Outperforming" Hear from the Simplicity InsurMark team about the latest best practices, powerful tools, and innovative technology that our top advisors are using to boost their digital marketing. Whether you need help optimizing your website, engaging on social media, or automating your email campaigns, we have the best-in-class programs that can
- [Monday Minute - October 20, 2025](https://insurmark.net/2025/10/monday-minute-october-20-2025/) - MARKETING "From Overwhelmed to Outperforming" Simplicity’s best-in-class marketing team is dedicated to supporting your company’s digital marketing goals with the utmost professionalism and expertise. Explore below the range of services offered and tailored to maximize your business’s success. Boost your online presence by utilizing our in-house videographers and marketing teamVideo Production | Consumer Videos |
- [Monday Minute - October 13, 2025](https://insurmark.net/2025/10/monday-minute-october-13-2025/) - MARKETING Digital Marketing with Simplicity InsurMark Simplicity’s best-in-class Marketing Associate team is dedicated to supporting your company’s digital marketing goals with the utmost professionalism and expertise. Explore below the range of services offered and tailored to maximize your business’s success. Boost your online presence by utilizing our in-house videographers and marketing team-Video Production | Consumer
- [Monday Minute - October 6, 2025](https://insurmark.net/2025/10/monday-minute-october-6-2025/) - MARKETING "From Overwhelmed to Outperforming" Mark your calendars to join us on October 22nd for this upcoming webinar to learn more about steps advisors like you can take to reduce time spent on marketing. You'll learn about how the tools and resources that the Simplicity marketing team has to offer can give you more time
- [Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)](https://insurmark.net/2025/07/mastering-human-connection-for-real-growth-with-jason-jenkins-ep-84/) - Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training.
- [Monday Minute - September 29, 2025](https://insurmark.net/2025/09/monday-minute-september-29-2025/) - MARKETING Mini Audio Seminar Series to Explode Client AcquisitionGet Authority. Get Trust. Get Clients. An Authority Positioning Portfolio® Optimizes Your Current Marketing, Boosts Conversions of Purchased Leads, and Makes Filling Seminars a Breeze – So That You Go From Invisible to Invincible! Podcast Interview & Press Coverage: Enhance your credibility by being featured on top
- [Monday Minute - September 22, 2025](https://insurmark.net/2025/09/monday-minute-september-22-2025/) - MARKETING One America – LTC News You Can Use! Once again, there’s been no shortage of continued press around the subject of extended care and the importance of implementing a plan! Our Advisor Development Consultants have various articles to help you create awareness and ensure your clients are getting ahead of this crisis before it’s
- [Monday Minute - September 15, 2025](https://insurmark.net/2025/09/monday-minute-september-15-2025/) - MARKETING One Big Beautiful Bill Act: How to unlock new opportunities and grow your business. On September 17 @ 11 am CT, join best-selling author Patrick Kelly and David Foster, Director, Advanced Markets, for an insightful breakdown of the newly signed One Big Beautiful Bill Act. Gain expert insights, practical strategies, and the knowledge you
- [Monday Minute - September 8, 2025](https://insurmark.net/2025/09/monday-minute-september-8-2025/) - How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities On September 17 @ 11 am CT, join best-selling author Patrick Kelly and David Foster, Director, Advanced Markets, for an insightful breakdown of the newly signed One Big Beautiful Bill Act (OBBBA). This landmark legislation introduces notable tax changes that every financial
- [Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)](https://insurmark.net/2025/04/increase-your-win-rate-proven-techniques-for-financial-advisors-ep-83/) - What's the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story. Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their "personal brand why story." Deirdre opens
- [Industry Insights: The Impact of AI on Advisory Firms](https://insurmark.net/2025/07/industry-insights-the-impact-of-ai-on-advisory-firms/) - Discuss trends in AI usage, how advisors are using AI, why it’s worth the investment and what clients think. We’ll explain why it’s critical to get on board.
- [How Personal Branding + Vulnerability Can Get You to “Yes” Faster](https://insurmark.net/2025/05/how-personal-branding-vulnerability-can-get-you-to-yes-faster/) - WARNING: This blog could make you feel a little bit uncomfortable. It could also help you push your win rate toward 100 percent. Brace yourself and read on.
- [Financial Advisor Succession Planning: 5 Strategic Moves to Maximize Business Value in 2025](https://insurmark.net/2025/04/financial-advisor-succession-planning-5-strategic-moves-to-maximize-business-value-in-2025/) - If you’re a financial advisor nearing retirement, you’re not alone. In this guide, we’ll break down five proven strategies to help financial advisors build a business that’s not only sale-ready—but highly valuable.
- [Why Your Clients Aren't Referring You (And How to Fix It)](https://insurmark.net/2025/04/why-your-clients-arent-referring-you-and-how-to-fix-it/) - Only half of financial advisors deliver the thing clients value most: comprehensive advice. It’s no wonder so many struggle with referrals.
- [Clients Are Panicked About Social Security: What Can Advisors Do?](https://insurmark.net/2025/03/clients-are-panicked-about-social-security-what-can-advisors-do/) - Social Security is headed toward insolvency and the Social Security Fairness Act means 3.2 million more will be collecting benefits. Opportunities are huge for advisors who step in to help.
- [Quality Advice: The Antidote to Not-So-Stellar Organic Growth](https://insurmark.net/2025/04/quality-advice-the-antidote-to-not-so-stellar-organic-growth/) - Advisors continue to struggle with organic growth. In fact, recent research revealed that organic growth for advisory firms averaged 5.7% in 2023, not the 10-15% growth most firms expect. We also know that the biggest source of business growth is referrals. Advisors who aren’t getting referrals are doing something wrong. They’re not delivering the quality
- [The BIG Question Clients Ask Before Hiring an Advisor](https://insurmark.net/2025/03/the-big-question-clients-ask-before-hiring-an-advisor/) - The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore. 
- [Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)](https://insurmark.net/2025/02/beyond-optimization-the-new-social-security-risks-and-how-to-solve-them-ep-82/) - Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
- [Clients Need to Get Real about Longevity: How Advisors Can Help](https://insurmark.net/2024/12/clients-need-to-get-real-about-longevity-how-advisors-can-help/) - The role of the financial professional has evolved dramatically in the past few decades. In the “old days,” advisors acted much like stock brokers, focusing primarily on goal planning and wealth accumulation. Clients expect a whole lot more from advisors today, including retirement planning. Yet, many advisors fail to have the tough conversations about longevity
- [Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)](https://insurmark.net/2025/02/revolutionizing-client-relationships-and-acquisition-with-tom-rieman-ep-81/) - Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
- [Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)](https://insurmark.net/2025/01/understanding-the-social-security-fairness-act-with-mary-beth-franklin-ep-80/) - Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
- [Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)](https://insurmark.net/2024/12/post-election-ira-and-tax-planning-strategies-with-ed-slott-ep-78/) - Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.
- [Elite Advisors Embrace the Life Insurance Game: Here’s Why](https://insurmark.net/2024/12/elite-advisors-embrace-the-life-insurance-game-heres-why/) - Many advisors resist selling life insurance, preferring to focus on securities instead. They resist for a variety of reasons: the paperwork, the underwriting, the murkiness of life insurance itself. If these issues give you pause but you want to serve affluent clients better, overcome struggles with client acquisition AND grow your business, it’s time to
- [Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)](https://insurmark.net/2024/12/trust-based-selling-as-an-advisor-in-a-commoditized-market-with-ari-galper-ep-77/) - Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling. In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the "One Call Sale," and how it compresses the sales cycle
- [Lean Into the Power of Social Security to Grow Your Advisory Practice](https://insurmark.net/2024/11/lean-into-the-power-of-social-security-to-grow-your-advisory-practice/) - One of the most important things advisors can do for clients is to help them pinpoint strategies to optimize retirement income. While guaranteed income products like annuities are one option, Social Security and the various claiming strategies associated with it shouldn’t be overlooked. Being a go-to advisor for Social Security insight can be a fruitful
- [Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)](https://insurmark.net/2024/11/episode-75-breaking-down-tax-changes-what-advisors-need-to-know-with-jeffrey-levine/) - Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.
- [What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)](https://insurmark.net/2024/10/what-elections-the-4th-quarter-and-the-planned-tax-shake-up-mean-for-advisors-with-debra-taylor-ep-74/) - Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch.
- [How to Cultivate Trust in the Advisor-Client Relationship](https://insurmark.net/2024/10/how-to-cultivate-trust-in-the-advisor-client-relationship/) - How to Cultivate Trust in the Advisor-Client Relationship When clients are on the hunt for a financial advisor, they’re seeking more than financial expertise. While it’s important to “know your stuff,” consumers want to work with an advisor they can trust. Yet many advisors focus on pushing their credntials and come up short on building
- [Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)](https://insurmark.net/2024/09/simplifying-social-security-for-advisors-with-mary-beth-franklin-ep-73/) - Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape.
- [Advisors: Stop Asking for Referrals, Become Referable Instead](https://insurmark.net/2024/09/advisors-stop-asking-for-referrals-become-referrable-instead/) - Advisors can make a difference for clients by having conversations that help them prepare for life-changing transitions.That’s what makes you referable.
- [Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)](https://insurmark.net/2024/09/winning-leadership-in-times-of-adversity-with-ron-shurts-ep-72/) - Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™.
- [Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)](https://insurmark.net/2024/09/retirement-income-personalizing-the-risks-solutions-with-david-blanchett-ep-71/) - Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.
- [Advisor Video Marketing Made Easy: 8 Business Boosting Tips](https://insurmark.net/2024/08/advisor-video-marketing-made-easy-8-business-boosting-tips/) - Like those old Virginia Slims commercials used to say, video marketing has come a long way baby! More advisors are using video to connect and engage with consumers, but the “rules” regarding what works and what doesn’t work continue to evolve. Video can be one of the most effective marketing tools in your toolbox, if you know how to
- [Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)](https://insurmark.net/2024/08/reimagining-retirement-income-planning-with-dr-wade-pfau-ep-70/) - Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. 
- [Three Highly Successful Advisors Went to a Bar …](https://insurmark.net/2024/08/three-highly-successful-advisors-went-to-a-bar/) - Remember when average organic growth for an advisory firm teetered around 9%? What did these highly successful advisors do to beat the trend and who are they?
- [Quashing Cat Food Nightmares Is Good for Clients and Advisors](https://insurmark.net/2024/08/quashing-cat-food-nightmares-is-good-for-clients-and-advisors/) - Many advisors struggle with lackluster organic growth. There’s never been a better time to be an advisor, but talking to clients about longevity is critical.
- [Learn from the Best: Five Winning Habits of Top Advisors](https://insurmark.net/2024/08/learn-from-the-best-five-winning-habits-of-top-advisors/) - Have you seen those “Top 100 Advisor” lists? We’ve got five strategies and habits top advisors ascribe to that translate to exceptional organic growth.
- [Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)](https://insurmark.net/2024/07/make-life-insurance-work-for-your-clients-retirement-plans-with-patrick-kelly-ep-68/) - Life insurance has the potential to revolutionize retirement planning. In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore the powerful benefits of integrating life insurance into retirement strategies. Patrick shares his journey from insurance producer to bestselling author, discussing how life insurance
- [Clients Are Afraid to Spend in Retirement. How to Stop the Madness.](https://insurmark.net/2024/05/clients-are-afraid-to-spend-in-retirement-how-to-stop-the-madness/) - Be an advisor who puts fears of running out of money to rest. Our industry doesn’t do a great job educating clients about guaranteed income. 
- [Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)](https://insurmark.net/2024/07/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. | December 12, 2025
- [Struggling with organic growth? Here’s what’s holding you back.](https://insurmark.net/2024/03/struggling-with-organic-growth-heres-whats-holding-you-back/) - One of the biggest challenges nagging advisors today is how to accelerate organic growth. It’s no secret that organic growth for advisory firms has tanked in recent years, going from a rate of 9% in 2017 to 3-4% in recent years. It’s also no secret that the world has changed drastically since 2020, especially when it comes
- [Is Your Marketing on Life Support? Turn the Tables on Client Acquisition.](https://insurmark.net/2024/05/is-your-marketing-on-life-support-turn-the-tables-on-client-acquisition/) - At InsurMark, we survey thousands of advisors each year to get feedback on various topics. Many comments are clustered around concerns like, “My marketing is on life support” and “I’m struggling to close the client acquisition gap.” The problem for most of these advisors is nobody knows they exist or where to find them. On
- [An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45)](https://insurmark.net/2023/06/an-advisor-friendly-approach-to-more-successful-selling-with-marc-lamson-ep-45/) - The organic growth rate for investment advisors has taken a hit since 2019, with the average investment advisor firm growing at a slower pace. But there is a way to turn things around. In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while
- [5 Things High Growth Firms Do to Achieve Exponential Growth](https://insurmark.net/2024/04/5-things-high-growth-firms-do-to-achieve-exponential-growth/) - If you read our recent blog, “Struggling with organic growth? Here’s what’s holding you back,” you know that organic growth for advisors has tanked since 2017, with growth rates hovering around 3-4%. At the same time, some advisory firms are growing exponentially, at rates of 20%, 30%, 40% and more. What are they doing that struggling advisors
- [Why Every Advisor Needs a SUPER Model](https://insurmark.net/2023/07/why-every-advisor-needs-a-super-model/) - Supermodels are a sight to behold (we loved you back in the 90s Naomi Campbell, Cindy Crawford, Linda Evangelista and Christy Turlington) but when it comes to building a stellar advisor practice, we’ve got a different SUPER Model in mind. It’s a business model that top advisors use to create a personalized experience for clients
- [Advisor Messaging Matters: 5 Foolproof Tips to Go from Meh to YEAH!](https://insurmark.net/2023/08/advisor-messaging-matters-5-foolproof-tips-to-go-from-meh-to-yeah/) - Why are some financial professionals successful at marketing, while others struggle to connect with prospects and clients? For advisors, figuring out what messaging works best for each stage of the customer journey is one of the biggest marketing hurdles they face. From peaking a prospect’s interest to building rapport to gaining trust to closing the
- [Toss the crystal ball! Demystifying indices is easier than you think](https://insurmark.net/2023/03/toss-the-crystal-ball-demystifying-indices-is-easier-than-you-think/) - OK, we know you don’t use a crystal ball to peer into the future when it comes to building a financial roadmap for your clients. But what if you had tools that made it easier—and faster—to assess the hundreds of indices out there and home in on FIA options and allocations that really make sense
- [Advisors: ‘What we’ve got here, is failure to communicate.’](https://insurmark.net/2023/08/advisors-what-weve-got-here-is-failure-to-communicate/) - That famous line from the 1967 film “Cool Hand Luke” was delivered by Captain (actor Strother Martin) after giving Luke (played by Paul Newman) a whipping in response to a smart aleck comment Luke made while toiling on the chain gang. In the movie, this communication problem didn’t turn out so hot for Luke. Failure
- [How Advisors Can (and Should) Serve Millennials to Fuel Business Growth](https://insurmark.net/2024/02/how-advisors-can-and-should-serve-millennials-to-fuel-business-growth/) - If you’re a financial advisor intent on building a sustainable, growth-oriented practice, marketing to Millennials should be a top priority. But that doesn’t mean you can (or should) market to Millennials the same way you market to their predecessors, Baby Boomers and Generation X. The generation born between 1981 and 1996 takes a very different
- [Creating Exceptional Experiences Pays Dividends for Advisors Who Get It Right](https://insurmark.net/2024/01/creating-exceptional-experiences-pays-dividends-for-advisors-who-get-it-right/) - A few years back, a survey by AARP revealed that nearly half of the 40–59-year-old respondents would rather make an appointment with a dentist than a financial advisor. Ouch! Where’s the love? Why does our industry strike more fear in individuals than the purveyors of novocain and root canals? Because a large number of consumers
- [Involving Family in Financial Planning Is Good for Clients and for Business](https://insurmark.net/2023/12/involving-family-in-financial-planning-is-good-for-clients-and-for-business/) - “Retirement Is a family affair.” Those words of wisdom were shared by Steve Gresham, senior education advisor for the Alliance for Lifetime Income (ALI), on a recent episode of The Breakthrough Advisor Podcast. Retirement affects everyone in the family (primarily spouses and children), yet most financial advisors only engage with one spouse, which often results
- [Clients desperately need help demystifying taxes. Are you ready to step up?](https://insurmark.net/2023/11/clients-desperately-need-help-demystifying-taxes-are-you-ready-to-step-up/) - Many financial advisors stick in their lane. They provide timely advice regarding investment opportunities, retirement account management, Social Security options, life insurance, legacy planning and philanthropic guidance. Yet there’s one area where affluent clients would really love their advisors to provide insight but most financial advisors come up short: Tax planning. In fact, a recent
- [How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)](https://insurmark.net/2022/03/breakthrough-advisor-how-to-approach-taxes-for-short-and-long-term-goals-with-jeff-levine-ep-30/) - Tax planning is not one-size-fits-all. Each client requires timely and personalized planning and attention. Luckily, this episode of The Breakthrough Advisor is here to help. This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes.
- [How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter (Ep. 27)](https://insurmark.net/2021/11/breakthrough-advisor-27-how-annuities-let-americans-enjoy-a-secure-retirement-with-michelle-richter/)
- [InsurMark’s New President Jeff Maxey Shares His Vision for the Future](https://insurmark.net/2023/10/insurmarks-new-president-jeff-maxey-shares-his-vision-for-the-future/) - InsurMark recently celebrated the company’s 40th anniversary. Along with that milestone, came a changing of the guard, when company founder Steve Kerns passed the reins of leadership to Jeff Maxey, who was named President of InsurMark this past July. Jeff has been a fixture at InsurMark since 1997, when he began his career as a
- [Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)](https://insurmark.net/2022/11/differentiation-digitalization-advisors-heres-what-you-need-to-thrive-in-2023-with-stephanie-bogan-ep-38/) - As advisors get ready for 2023, the client experience will need to adjust to two things: Digitization and Differentiation. So, what should advisors know as they look forward to a new year? In this episode, high-performance business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack some changes that
- [Digitize Differentiate](https://insurmark.net/2023/04/digitize-differentiate/) - Two Things Advisors Must Do to Succeed in 2023 (and Beyond) Have you ever asked yourself: How can I build a successful business and also have the time and freedom to enjoy that success? That’s a question Stephanie Bogan—a high-performance business coach, strategist and entrepreneur—loves helping advisors answer. Stephanie recently joined us on InsurMark’s Breakthrough
- [Five Innovative Ways to Up Your Virtual Advisor GameBetter Virtual Advisor](https://insurmark.net/2023/05/better-virtual-advisor/) - Way back in 2015, McKinsey & Company released a report revealing some mighty compelling statistics about the viability of virtual financial advising. Of note, the renowned management consulting firm estimated that 42 million households, representing $66 billion in annual revenues were “prime candidates for virtual advice,” worldwide. In North America alone, a whopping 10 million
- [An EPIC Idea for Serving Clients in Volatile Times](https://insurmark.net/2023/05/an-epic-idea-for-serving-clients-in-volatile-times/) - In his recent post in the Investment Times, Hartford Funds VP Ryan Sullivan shared some impactful recommendations for advisors struggling to serve clients in an economy fraught with turmoil. You know, like 2023, where inflation persists (though slowing) and recession may (or may not) be right around the corner? The post, “When the going gets
- [The Make-or-Break Tax Talk Clients Need Now](https://insurmark.net/2023/07/the-make-or-break-tax-talk-clients-need-now/) - If you told clients you have a master plan to help them keep a whole lot more of their hard-earned money by paying a whole lot less in taxes, how would they respond? What if you told them they have a 3-year window to make it happen? According to CPA and IRA expert Ed Slott,
- [Four Sure-Fire Steps to Turn Existing Clients Into Advocates](https://insurmark.net/2023/06/four-sure-fire-steps-to-turn-existing-clients-into-advocates/) - Every advisor loves getting referrals from existing clients. Some advisors seem to have a knack for getting referrals, while others struggle to crack the code. If you identify with the latter and haven’t placed a priority on building a referral strategy, you should. It’s a heck of a lot easier (and faster) to close a
- [There are riches in the niches. Have you found yours yet?](https://insurmark.net/2023/08/there-are-riches-in-the-niches-have-you-found-yours-yet/) - Ever wonder … What are the traits of a successful financial advisor? OR what growth strategies do successful advisors use to grow their practices? If you look at the most successful advisor practices in the industry today (and we do on the regular), you’ll find the top advisors in the country tend to focus on
- [How RIAs Can Unlock the Code to Organic Growth](https://insurmark.net/2023/08/how-rias-can-unlock-the-code-to-organic-growth/) - If you’re struggling to grow your advisory practice, you’re not alone. Just look at the numbers! According to David DeVoe, Chief Executive of DeVoe & Co., RIA average organic growth has plummeted in recent years, from 9% in 2017 to 3% in 2020, with a slight uptick to 4% in 2022. DeVoe cites a lack
- [The Catalyst for Transforming Your Business Starts with One Word](https://insurmark.net/2023/06/the-catalyst-for-transforming-your-business-starts-with-one-word/) - Ever feel like your financial services business is buzzing along, only to realize your income is stuck in the same general vicinity as it was last year? You’re working hard, meeting with more clients and prospects than ever, yet you’re struggling to make the big leap forward you so desperately desire? Something’s gotta give, and
- [THE ULTIMATE ROTH CONVERSION](https://play.vidyard.com/zBH49vqzLBXEBorvrHxgGr) - Guest speaker Ed Slott July 2021 Rising taxes are a serious threat to retirees and there are few tax planning strategies that can move the needle long-term like a Roth Conversion ...WATCH NOW >>
- [VALUABLE TIPS AND TRICKS TO ENHANCE RETIREMENT INCOME PLANNING](https://play.vidyard.com/n8WdvHDd9GxzffEMJh8R3D) - Guest speaker Mary Beth Franklin July 2021 Mary Beth Franklin is a nationally recognized expert in Social Security and Medicare planning ...LISTEN NOW >>
- [FIA & RILA INDICES: THE GOOD, THE BAD, AND THE UGLY](https://thebreakthroughadvisor.blubrry.net/?mkt_tok=NjQ1LUhOVi01ODYAAAF-uoeb6vbAiv8h7qyCblYl9kRzKgDisGbkZo2o5xJ6GiHBGq6oLdnS6BQy7hWLDiH0fgTrpmLDGJvM6w3w-Hl7PYRM17o6F38MAiac5QaoAg) - Guest speaker Laurence Black August 2021 Laurence Black, of The Index Standard, highlights how his organization provides advisor-related unbiased index ratings, forecasts and breaks down ...LISTEN NOW >>
- [GOING BEYOND ANNUITIES, OTHER VALUABLE RETIREMENT CONSIDERATIONS](https://thebreakthroughadvisor.blubrry.net/2021/06/23/20-retirement-related-considerations-from-retirement-expert-tom-hegna-clu-chfc-casl/) - Guest speaker Tom Hegna June 2021 Covering everything from retirement income and taxes to life insurance, healthcare, and more. Tom shares his best advice so you too can become ...LISTEN NOW >>
- [ADDRESSING THE COVID-DRIVEN RETIREMENT RESET](https://go.insurmark.net/WBN-2021-01-19-Addressing-the-COVID-driven-Retirement-Reset_LP-Register.html) - Host Jeff Maxey Jan 2021 According to the Alliance for Lifetime Income (ALI), a recent survey of more affluent retirement savers revealed that 20% of ...REGISTER NOW >>
- [HOW TO STEP UP YOUR ONLINE MARKETING GAME](https://thebreakthroughadvisor.blubrry.net/2021/01/15/episode-16-how-to-step-up-your-online-marketing-game-with-robert-sofia/) - Host Robert Sofia Jan 2021 As an advisor, how can you better incorporate marketing and business technology solutions into your practice? ... LISTEN NOW >>
- [SHATTERING THE VIRTUAL SALES CEILING](https://go.insurmark.net/WP-2020-11-17-Shattering-the-Virtual-Sales-Ceiling_LP-Download.html) - By Jeff Maxey Dec 2020 If virtual selling is the new abnormal, how can you step up your game? We’ve got best practices and insights from ...DOWNLOAD NOW >>
- [HOW TO GROW YOUR FINANCIAL PRACTICE](https://thebreakthroughadvisor.blubrry.net/2020/09/09/episode-9-how-to-grow-your-financial-practice-with-matt-halloran/) - Host Matt Halloran Sept 2020 While you might have countless ideas to improve your advisory practice, how can you actually put those ideas into practice?LISTEN NOW >>

## Pages

- [Home Page](https://insurmark.net/) - Your Life Deserves More Client Time Family Time Value Schedule your discovery call What We Do We help ambitious advisors build more successful and sustainable 21st century businesses. We want to help build one for you. Force Multiplier​ Our team of consultants, business developers and operational support are dedicated to serving your business with the
- [Seth Ward](https://insurmark.net/team/sward/) - Seth Ward VP, Senior Advisor Development Consultant Schedule a meeting Call Email LinkedIn About Me Since 2000, I have been privileged to earn the trust and work with some of the industry’s top-performing advisors. I work to provide best-in-class solutions for new client acquisition, branding, product selection, and tech stack. I work daily with my
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- [Dave Ray](https://insurmark.net/team/dray/) - Dave Ray Senior Life Advisor Development Consultant Schedule a meeting Call Email LinkedIn About Me One of the many benefits of working with me is the extensive network I’ve built over a decade of experience in the financial service industry. I’ve managed hard to place cases, leveraging concepts like tax-free withdrawals, and premium financing for high
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- [Breakthrough Advisor Blog](https://insurmark.net/breakthrough-advisor-blog/) - The Breakthrough Advisor Blog From Overwhelmed to Outperforming: Solving the Time and Expertise Gap in Digital Marketing November 3, 2025 Define Your Marketing Strategy So You Can Get Back to Advising Chances are, you didn’t become a financial advisor just to spend your time, effort and money on marketing efforts…. Actionable Tips: How Advisors Crush
- [Breakthrough Advisor Podcast](https://insurmark.net/breakthrough-advisor/) - The Breakthrough Advisor Podcast Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86) November 4, 2025 Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent… How to Turn New
- [What We Do](https://insurmark.net/what-we-do/) - We Create Value Long ago we evolved beyond being just a distributor of market leading annuity and life products. Today, as an Advisor Development Organization, we offer ambitious annuity, life and wealth advisors the people, processes, and technology to build the business their life’s work deserves. And we do all of that with the over-arching goal of
- [Who We Are](https://insurmark.net/who-we-are/) - Who We Are Simplicity InsurMark is a servant-minded community of professionals committed to excellence who work shoulder-to-shoulder with financial advisors of all shapes and sizes. Schedule your discovery call The Advisor Development Organization This is the next step in a 40-year history of aligning the independent financial advisor with best-of-breed resources and services from a
- [How We Help You](https://insurmark.net/how-we-help-you/) - Are You Future-Proofed? If you’re an ambitious annuity, life, or wealth advisor who wants to optimize and grow your practice, you have a home with us. For over forty years, we’ve succeeded in building a community of top advisors partnered with industry-leading products and innovative marketing technology and resources. Whether you’re an established advisor or in
- [Who We Work With](https://insurmark.net/who-we-work-with/) - InsurMark is the leading Advisor Development Organization (ADO), aligning the independent financial advisor with best-of-breed resources and services.
- [Contact Us](https://insurmark.net/contact/) - Do you consider yourself an advisor who happens to be a business owner or a business owner who happens to be an advisor? There’s no right or wrong answer, but the question raises concerns for many advisors. How do you build a business that lets you spend more time with clients? How do you balance
- [MYGA Report](https://insurmark.net/myga/) - If your clients are looking for alternatives to CDs, we're offering you this collection of materials you can use to help them learn more about MYGA options, the differences between annuities and CDs and how they can find the right solution for their economic needs. Presentation Kit includes: What Are the Advantages? How Do They
- [Hubbard](https://insurmark.my.site.com/portal/s/)
- [How We Help You](https://insurmark.net/how-we-help-you-0/) - InsurMark is the leading Advisor Development Organization (ADO), aligning the independent financial advisor with best-of-breed resources and services.
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- [Home Page](https://insurmark.net/home-page/) - Simplicity InsurMark helps ambitious life, annuity and wealth advisors build more successful and sustainable 21st century retirement income planning businesses. Simplicity InsurMark - ADO - Advisor Development Organization™
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## My Templates

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- [Default Kit](https://insurmark.net/?elementor_library=default-kit)

## Categories

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- [Client Communication](https://insurmark.net/tag/client-communication/)
- [Client Experience](https://insurmark.net/tag/client-experience/)
- [Technology](https://insurmark.net/tag/technology/)
- [Planning](https://insurmark.net/tag/planning/)
- [Financial Advisor](https://insurmark.net/tag/financial-advisor/)
- [Tax Planning](https://insurmark.net/tag/tax-planning/)
- [Clients](https://insurmark.net/tag/clients/)
- [Goals](https://insurmark.net/tag/goals/)
- [Retirement](https://insurmark.net/tag/retirement/)
- [Forecasting](https://insurmark.net/tag/forecasting/)
- [Asset Solutions](https://insurmark.net/tag/asset-solutions/)
- [Indices](https://insurmark.net/tag/indices/)
- [Investments](https://insurmark.net/tag/investments/)
- [The Index Standard®](https://insurmark.net/tag/the-index-standard/)
- [Index Concepts](https://insurmark.net/tag/index-concepts/)
- [Breakthrough Advisor](https://insurmark.net/tag/breakthrough-advisor/)
- [The Breakthrough Advisor](https://insurmark.net/tag/the-breakthrough-advisor/)
- [Tips](https://insurmark.net/tag/tips/)
- [Financial Planning](https://insurmark.net/tag/financial-planning/)
- [Long-Term Care](https://insurmark.net/tag/long-term-care/)
- [Practice](https://insurmark.net/tag/practice/)
- [Advisor](https://insurmark.net/tag/advisor/)
- [Families](https://insurmark.net/tag/families/)
- [Healthcare](https://insurmark.net/tag/healthcare/)
- [Expertise](https://insurmark.net/tag/expertise/)
- [Luma Financial Technologies](https://insurmark.net/tag/luma-financial-technologies/)
- [Products](https://insurmark.net/tag/products/)
- [Client Base](https://insurmark.net/tag/client-base/)
- [Advisor Growth](https://insurmark.net/tag/advisor-growth/)
- [Absolute Engagement](https://insurmark.net/tag/absolute-engagement/)
- [Engagement](https://insurmark.net/tag/engagement/)
- [Value](https://insurmark.net/tag/value/)
- [Client Relationships](https://insurmark.net/tag/client-relationships/)
- [Personalized Experience](https://insurmark.net/tag/personalized-experience/)
- [IRA](https://insurmark.net/tag/ira/)
- [Life Insurance](https://insurmark.net/tag/life-insurance/)
- [Roth Conversions](https://insurmark.net/tag/roth-conversions/)
- [Permanent Life Insurance](https://insurmark.net/tag/permanent-life-insurance/)
- [Finances](https://insurmark.net/tag/finances/)
- [Retirement Income Planning](https://insurmark.net/tag/retirement-income-planning/)
- [Long-Life Income Club](https://insurmark.net/tag/long-life-income-club/)
- [Retiree Spending](https://insurmark.net/tag/retiree-spending/)
- [Retirement Income](https://insurmark.net/tag/retirement-income/)
- [Market Volatility](https://insurmark.net/tag/market-volatility/)
- [Inflation](https://insurmark.net/tag/inflation/)
- [Business Coach](https://insurmark.net/tag/business-coach/)
- [Limitless Adviser Coaching](https://insurmark.net/tag/limitless-adviser-coaching/)
- [Client Service Model](https://insurmark.net/tag/client-service-model/)
- [Digitization](https://insurmark.net/tag/digitization/)
- [Automation](https://insurmark.net/tag/automation/)
- [Differentiation](https://insurmark.net/tag/differentiation/)
- [Trust](https://insurmark.net/tag/trust/)
- [Relationship](https://insurmark.net/tag/relationship/)
- [Marketing Tips](https://insurmark.net/tag/marketing-tips/)
- [Strategy](https://insurmark.net/tag/strategy/)
- [Marketing Plan](https://insurmark.net/tag/marketing-plan/)
- [Niche](https://insurmark.net/tag/niche/)
- [Communication](https://insurmark.net/tag/communication/)
- [Social Media](https://insurmark.net/tag/social-media/)
- [Content Marketing](https://insurmark.net/tag/content-marketing/)
- [Storytelling](https://insurmark.net/tag/storytelling/)
- [Selling](https://insurmark.net/tag/selling/)
- [Barriers](https://insurmark.net/tag/barriers/)
- [Solutions](https://insurmark.net/tag/solutions/)
- [Change](https://insurmark.net/tag/change/)
- [Decision-Making](https://insurmark.net/tag/decision-making/)
- [Advocates](https://insurmark.net/tag/advocates/)
- [Catalyst](https://insurmark.net/tag/catalyst/)
- [Client-Advisor Relationship](https://insurmark.net/tag/client-advisor-relationship/)
- [IRAs](https://insurmark.net/tag/iras/)
- [Tax Rates](https://insurmark.net/tag/tax-rates/)
- [401(k) Plans](https://insurmark.net/tag/401k-plans/)
- [Investment Strategies](https://insurmark.net/tag/investment-strategies/)
- [Financial Advice](https://insurmark.net/tag/financial-advice/)
- [Tax Bracket](https://insurmark.net/tag/tax-bracket/)
- [Tax Sales](https://insurmark.net/tag/tax-sales/)
- [Index](https://insurmark.net/tag/index/)
- [ETFs](https://insurmark.net/tag/etfs/)
- [Forecast](https://insurmark.net/tag/forecast/)
- [Investors](https://insurmark.net/tag/investors/)
- [Rating System](https://insurmark.net/tag/rating-system/)
- [Predictions](https://insurmark.net/tag/predictions/)
- [ProudMouth](https://insurmark.net/tag/proudmouth/)
- [Influence](https://insurmark.net/tag/influence/)
- [Personal Branding](https://insurmark.net/tag/personal-branding/)
- [Pull Marketing](https://insurmark.net/tag/pull-marketing/)
- [RocketBoosters](https://insurmark.net/tag/rocketboosters/)
- [Be Your Own Loud](https://insurmark.net/tag/be-your-own-loud/)
- [Lead Magnet](https://insurmark.net/tag/lead-magnet/)
- [Connection](https://insurmark.net/tag/connection/)
- [Podcasting](https://insurmark.net/tag/podcasting/)
- [Social Proof](https://insurmark.net/tag/social-proof/)
- [Lead Capture](https://insurmark.net/tag/lead-capture/)
- [The Breakthrough Advisor™](https://insurmark.net/tag/the-breakthrough-advisor-2/)
- [Business Growth](https://insurmark.net/tag/business-growth/)
- [Target Audience](https://insurmark.net/tag/target-audience/)
- [Brand Awareness](https://insurmark.net/tag/brand-awareness/)
- [Funnel](https://insurmark.net/tag/funnel/)
- [Referrals](https://insurmark.net/tag/referrals/)
- [Prospects](https://insurmark.net/tag/prospects/)
- [Ascension](https://insurmark.net/tag/ascension/)
- [Advanced marketing strategies](https://insurmark.net/tag/advanced-marketing-strategies/)
- [Advisor success programs](https://insurmark.net/tag/advisor-success-programs/)
- [Organic Growth](https://insurmark.net/tag/organic-growth/)
- [Leads](https://insurmark.net/tag/leads/)
- [Strategies](https://insurmark.net/tag/strategies/)
- [ASLAN Training](https://insurmark.net/tag/aslan-training/)
- [Priority](https://insurmark.net/tag/priority/)
- [Perspective](https://insurmark.net/tag/perspective/)
- [Pressure](https://insurmark.net/tag/pressure/)
- [Selling Techniques](https://insurmark.net/tag/selling-techniques/)
- [Client-Advisor Relationships](https://insurmark.net/tag/client-advisor-relationships/)
- [Client Receptivity](https://insurmark.net/tag/client-receptivity/)
- [Problems](https://insurmark.net/tag/problems/)
- [Conversations](https://insurmark.net/tag/conversations/)
- [Discovery Meetings](https://insurmark.net/tag/discovery-meetings/)
- [Coaching](https://insurmark.net/tag/coaching/)
- [Personalized Projections](https://insurmark.net/tag/personalized-projections/)
- [Family Health History](https://insurmark.net/tag/family-health-history/)
- [Longevity Planning](https://insurmark.net/tag/longevity-planning/)
- [Health Analysis](https://insurmark.net/tag/health-analysis/)
- [Client Engagement](https://insurmark.net/tag/client-engagement/)
- [Algorithm](https://insurmark.net/tag/algorithm/)
- [Genivity](https://insurmark.net/tag/genivity/)
- [Wealth](https://insurmark.net/tag/wealth/)
- [Health](https://insurmark.net/tag/health/)
- [HALO](https://insurmark.net/tag/halo/)
- [Financial Goals](https://insurmark.net/tag/financial-goals/)
- [Fan Base](https://insurmark.net/tag/fan-base/)
- [SuperFans](https://insurmark.net/tag/superfans/)
- [Marketing Strategy](https://insurmark.net/tag/marketing-strategy/)
- [Audience Engagement](https://insurmark.net/tag/audience-engagement/)
- [Customer Experience](https://insurmark.net/tag/customer-experience/)
- [Intentionality](https://insurmark.net/tag/intentionality/)
- [Expectations](https://insurmark.net/tag/expectations/)
- [Scalability](https://insurmark.net/tag/scalability/)
- [Client Relationship Management](https://insurmark.net/tag/client-relationship-management/)
- [CRM](https://insurmark.net/tag/crm/)
- [Advice Engagement](https://insurmark.net/tag/advice-engagement/)
- [Lead Conversion](https://insurmark.net/tag/lead-conversion/)
- [Webinars](https://insurmark.net/tag/webinars/)
- [Leadership](https://insurmark.net/tag/leadership/)
- [Jeff Maxey](https://insurmark.net/tag/jeff-maxey/)
- [Collaborative Leadership](https://insurmark.net/tag/collaborative-leadership/)
- [Financial Services](https://insurmark.net/tag/financial-services/)
- [Alliance for Lifetime Income](https://insurmark.net/tag/alliance-for-lifetime-income/)
- [Annuity](https://insurmark.net/tag/annuity/)
- [Income Protection](https://insurmark.net/tag/income-protection/)
- [Income Planning](https://insurmark.net/tag/income-planning/)
- [Longevity Risk](https://insurmark.net/tag/longevity-risk/)
- [Tax Optimization](https://insurmark.net/tag/tax-optimization/)
- [Holistiplan](https://insurmark.net/tag/holistiplan/)
- [Scenario Analysis](https://insurmark.net/tag/scenario-analysis/)
- [Tax Reports](https://insurmark.net/tag/tax-reports/)
- [Relationship Management](https://insurmark.net/tag/relationship-management/)
- [Practice Management](https://insurmark.net/tag/practice-management/)
- [Innovation](https://insurmark.net/tag/innovation/)
- [Wealth Management](https://insurmark.net/tag/wealth-management/)
- [Digital Footprint](https://insurmark.net/tag/digital-footprint/)
- [Digital Marketing](https://insurmark.net/tag/digital-marketing/)
- [Diana Cabrices](https://insurmark.net/tag/diana-cabrices/)
- [Wealth Transfer](https://insurmark.net/tag/wealth-transfer/)
- [Ed Slott](https://insurmark.net/tag/ed-slott/)
- [Surviving Spouse](https://insurmark.net/tag/surviving-spouse/)
- [Succession Planning](https://insurmark.net/tag/succession-planning/)
- [Laurence Black](https://insurmark.net/tag/laurence-black/)
- [Jay Watson](https://insurmark.net/tag/jay-watson/)
- [60/40 Portfolio](https://insurmark.net/tag/60-40-portfolio/)
- [Portfolio Optimization](https://insurmark.net/tag/portfolio-optimization/)
- [Portfolio Management](https://insurmark.net/tag/portfolio-management/)
- [Stocks](https://insurmark.net/tag/stocks/)
- [Fixed Income](https://insurmark.net/tag/fixed-income/)
- [Advisor Coach](https://insurmark.net/tag/advisor-coach/)
- [Stephanie Bogan](https://insurmark.net/tag/stephanie-bogan/)
- [High Performance](https://insurmark.net/tag/high-performance/)
- [Growth Engine](https://insurmark.net/tag/growth-engine/)
- [Growth Mindset](https://insurmark.net/tag/growth-mindset/)
- [Tom Hegna](https://insurmark.net/tag/tom-hegna/)
- [Rising Tax Rates](https://insurmark.net/tag/rising-tax-rates/)
- [National Debt Crisis](https://insurmark.net/tag/national-debt-crisis/)
- [Business Owners](https://insurmark.net/tag/business-owners/)
- [Strategic Planning](https://insurmark.net/tag/strategic-planning/)
- [Mindset](https://insurmark.net/tag/mindset/)
- [Dr. Kevin Elko](https://insurmark.net/tag/dr-kevin-elko/)
- [Culture](https://insurmark.net/tag/culture/)
- [Transformational IQ](https://insurmark.net/tag/transformational-iq/)
- [Change Management](https://insurmark.net/tag/change-management/)
- [Sports Psychology](https://insurmark.net/tag/sports-psychology/)
- [Champion Mindset](https://insurmark.net/tag/champion-mindset/)
- [Rewiring Thoughts](https://insurmark.net/tag/rewiring-thoughts/)
- [Pep Talk](https://insurmark.net/tag/pep-talk/)
- [Resilience](https://insurmark.net/tag/resilience/)
- [Grit](https://insurmark.net/tag/grit/)
- [Carl Richards](https://insurmark.net/tag/carl-richards/)
- [Client Acquisition](https://insurmark.net/tag/client-acquisition/)
- [Build Connections](https://insurmark.net/tag/build-connections/)
- [Tamiko Toland](https://insurmark.net/tag/tamiko-toland/)
- [Guaranteed Income](https://insurmark.net/tag/guaranteed-income/)
- [Client Education](https://insurmark.net/tag/client-education/)
- [Robert Sofia](https://insurmark.net/tag/robert-sofia/)
- [Snappy Kraken](https://insurmark.net/tag/snappy-kraken/)
- [Digital Strategy](https://insurmark.net/tag/digital-strategy/)
- [Lead Generation](https://insurmark.net/tag/lead-generation/)
- [Event Marketing](https://insurmark.net/tag/event-marketing/)
- [Fear of Outliving Assets](https://insurmark.net/tag/fear-of-outliving-assets/)
- [Behavioral Finance](https://insurmark.net/tag/behavioral-finance/)
- [Time Management](https://insurmark.net/tag/time-management/)
- [Revenue Generation](https://insurmark.net/tag/revenue-generation/)
- [Segmentation](https://insurmark.net/tag/segmentation/)
- [Trust Building](https://insurmark.net/tag/trust-building/)
- [Emotional Connection](https://insurmark.net/tag/emotional-connection/)
- [Digital Transformation](https://insurmark.net/tag/digital-transformation/)
- [Dr. Amy](https://insurmark.net/tag/dr-amy/)
- [Life Transitions](https://insurmark.net/tag/life-transitions/)
- [Trusted Advisor of Choice](https://insurmark.net/tag/trusted-advisor-of-choice/)
- [EQ](https://insurmark.net/tag/eq/)
- [Life Conversations](https://insurmark.net/tag/life-conversations/)
- [Listening Skills](https://insurmark.net/tag/listening-skills/)
- [Next Generation](https://insurmark.net/tag/next-generation/)
- [Trusted Advisor](https://insurmark.net/tag/trusted-advisor/)
- [Building Trust](https://insurmark.net/tag/building-trust/)
- [Growth](https://insurmark.net/tag/growth/)
- [Anxiety](https://insurmark.net/tag/anxiety/)
- [The Millionaire Next Door](https://insurmark.net/tag/the-millionaire-next-door/)
- [Fear](https://insurmark.net/tag/fear/)
- [Relationship With Fear](https://insurmark.net/tag/relationship-with-fear/)
- [SEIA](https://insurmark.net/tag/seia/)
- [Overcoming Obstacles](https://insurmark.net/tag/overcoming-obstacles/)
- [Mindset Shift](https://insurmark.net/tag/mindset-shift/)
- [Financial Decisions](https://insurmark.net/tag/financial-decisions/)
- [Emotional Resilience](https://insurmark.net/tag/emotional-resilience/)
- [Flow State](https://insurmark.net/tag/flow-state/)
- [Personal Growth](https://insurmark.net/tag/personal-growth/)
- [Risk Management](https://insurmark.net/tag/risk-management/)
- [Empowerment](https://insurmark.net/tag/empowerment/)
- [Video Marketing](https://insurmark.net/tag/video-marketing/)
- [Storytelling In Finance](https://insurmark.net/tag/storytelling-in-finance/)
- [Video Marketing For Financial Advisors](https://insurmark.net/tag/video-marketing-for-financial-advisors/)
- [Fixed Annuities](https://insurmark.net/tag/fixed-annuities/)
- [Bonds](https://insurmark.net/tag/bonds/)
- [Asset Allocation Modern Portfolio Theory](https://insurmark.net/tag/asset-allocation-modern-portfolio-theory/)
- [RISA](https://insurmark.net/tag/risa/)
- [Effective Leadership Attributes](https://insurmark.net/tag/effective-leadership-attributes/)
- [Leadership In Financial Services](https://insurmark.net/tag/leadership-in-financial-services/)
- [Financial Advisor Growth Strategies](https://insurmark.net/tag/financial-advisor-growth-strategies/)
- [Ron Shurts](https://insurmark.net/tag/ron-shurts/)
- [Annexus Group](https://insurmark.net/tag/annexus-group/)
- [Control the Grind](https://insurmark.net/tag/control-the-grind/)
- [CTG](https://insurmark.net/tag/ctg/)
- [Turning Adversity into Opportunity](https://insurmark.net/tag/turning-adversity-into-opportunity/)
- [Retirement Income Strategies](https://insurmark.net/tag/retirement-income-strategies/)
- [Social Security Planning](https://insurmark.net/tag/social-security-planning/)
- [Client Support](https://insurmark.net/tag/client-support/)
- [Taylor Financial Group](https://insurmark.net/tag/taylor-financial-group/)
- [Debra Taylor](https://insurmark.net/tag/debra-taylor/)
- [Q4 Tax Strategies](https://insurmark.net/tag/q4-tax-strategies/)
- [Year Round Tax Planning](https://insurmark.net/tag/year-round-tax-planning/)
- [Estate Tax Planning](https://insurmark.net/tag/estate-tax-planning/)
- [Election Impact](https://insurmark.net/tag/election-impact/)
- [Tax Law Changes](https://insurmark.net/tag/tax-law-changes/)
- [Roth Conversion](https://insurmark.net/tag/roth-conversion/)
- [Estate Planning](https://insurmark.net/tag/estate-planning/)
- [Jeffrey Levine](https://insurmark.net/tag/jeffrey-levine/)
- [Buckingham Wealth Partners](https://insurmark.net/tag/buckingham-wealth-partners/)
- [Retirement Lifestyle Satisfaction](https://insurmark.net/tag/retirement-lifestyle-satisfaction/)
- [Financial Wellbeing](https://insurmark.net/tag/financial-wellbeing/)
- [One Call Sale](https://insurmark.net/tag/one-call-sale/)
- [Tax-Free Retirement](https://insurmark.net/tag/tax-free-retirement/)
- [IRA Planning](https://insurmark.net/tag/ira-planning/)
- [Tax Strategies](https://insurmark.net/tag/tax-strategies/)
- [Growth Strategies](https://insurmark.net/tag/growth-strategies/)
- [Advisory Business](https://insurmark.net/tag/advisory-business/)
- [Mergers and Acquisitions](https://insurmark.net/tag/mergers-and-acquisitions/)
- [Advisor Podcast](https://insurmark.net/tag/advisor-podcast/)
- [Social Security Fairness Act](https://insurmark.net/tag/social-security-fairness-act/)
- [Pension Reform](https://insurmark.net/tag/pension-reform/)
- [Public Employees](https://insurmark.net/tag/public-employees/)
- [Social Security Benefits](https://insurmark.net/tag/social-security-benefits/)
- [Windfall Elimination](https://insurmark.net/tag/windfall-elimination/)
- [Government Pension Offset](https://insurmark.net/tag/government-pension-offset/)
- [Financial Strategy](https://insurmark.net/tag/financial-strategy/)
- [Client Trust](https://insurmark.net/tag/client-trust/)
- [Practice Intel](https://insurmark.net/tag/practice-intel/)
- [Advisor Performance](https://insurmark.net/tag/advisor-performance/)
- [Hyper-Personalization](https://insurmark.net/tag/hyper-personalization/)
- [Financial Advice Quality](https://insurmark.net/tag/financial-advice-quality/)
- [Financial Advisory](https://insurmark.net/tag/financial-advisory/)
- [Policy Changes](https://insurmark.net/tag/policy-changes/)
- [Future Planning](https://insurmark.net/tag/future-planning/)
- [PlanGap](https://insurmark.net/tag/plangap/)
- [Financial Solutions](https://insurmark.net/tag/financial-solutions/)
- [Ari Galper](https://insurmark.net/tag/ari-galper/)
- [Client Connections](https://insurmark.net/tag/client-connections/)
- [Tom Rieman](https://insurmark.net/tag/tom-rieman/)
- [Dierdre Van Nest](https://insurmark.net/tag/dierdre-van-nest/)
- [David Grau Jr.](https://insurmark.net/tag/david-grau-jr/)
- [The Advisor Coach](https://insurmark.net/tag/the-advisor-coach/)
- [AI](https://insurmark.net/tag/ai/)
- [Financial Advisor Training](https://insurmark.net/tag/financial-advisor-training/)
- [Elite Advisor Habits](https://insurmark.net/tag/elite-advisor-habits/)
- [Human Connection In Sales](https://insurmark.net/tag/human-connection-in-sales/)
- [Founder Story Framework](https://insurmark.net/tag/founder-story-framework/)
- [Simplicity AST](https://insurmark.net/tag/simplicity-ast/)
- [Advisor Coaching](https://insurmark.net/tag/advisor-coaching/)
- [Jason Jenkins Interview](https://insurmark.net/tag/jason-jenkins-interview/)
- [Retirement Business Growth](https://insurmark.net/tag/retirement-business-growth/)
- [Tax Laws](https://insurmark.net/tag/tax-laws/)
- [Patrick Kelly](https://insurmark.net/tag/patrick-kelly/)
- [Stress-Free Retirement](https://insurmark.net/tag/stress-free-retirement/)
- [OBBBA](https://insurmark.net/tag/obbba/)
- [Advice](https://insurmark.net/tag/advice/)
- [Advisor Planning](https://insurmark.net/tag/advisor-planning/)
- [Analytics](https://insurmark.net/tag/analytics/)
- [Assessment](https://insurmark.net/tag/assessment/)
- [Baby Boomers](https://insurmark.net/tag/baby-boomers/)
- [CANNEX](https://insurmark.net/tag/cannex/)
- [Data](https://insurmark.net/tag/data/)
- [Diversification](https://insurmark.net/tag/diversification/)
- [Emotions](https://insurmark.net/tag/emotions/)
- [Fiduciary](https://insurmark.net/tag/fiduciary/)
- [Finance](https://insurmark.net/tag/finance/)
- [Financial](https://insurmark.net/tag/financial/)
- [Forecasts](https://insurmark.net/tag/forecasts/)
- [Portfolio](https://insurmark.net/tag/portfolio/)
- [Risk Control](https://insurmark.net/tag/risk-control/)
- [Medicare](https://insurmark.net/tag/medicare/)
- [Lifestyle](https://insurmark.net/tag/lifestyle/)
- [Longevity](https://insurmark.net/tag/longevity/)
- [Mentorship](https://insurmark.net/tag/mentorship/)
- [Income](https://insurmark.net/tag/income/)
- [Tax Efficiency](https://insurmark.net/tag/tax-efficiency/)
- [Tax Solutions](https://insurmark.net/tag/tax-solutions/)
- [Learning](https://insurmark.net/tag/learning/)
- [Research](https://insurmark.net/tag/research/)
- [Responsibility](https://insurmark.net/tag/responsibility/)
- [Volatity](https://insurmark.net/tag/volatity/)
- [Savings](https://insurmark.net/tag/savings/)
- [Science](https://insurmark.net/tag/science/)