• See how using data, planning and technology can benefit your clients into 2022

    It’s hard to believe we are already in September of 2021!

    Vacations are over, kids are going back to school and it’s time to finish off the year strong! We are in the home stretch – and historically this is the busiest time of year for creating new opportunities and starting to think about your 2022 goals.

    There are so many things we want to share with you about InsurMark and our commitment to helping you build a sustainable 21st century advisory business. Your Advisor Development Consultant is here to help and serve you!


    Check out The Breakthrough Advisor Podcast

    This episode features Tamiko Toland, head of Research at Cannex. They are the largest database of product data in this business, and she shares her insights about how advisors can use that data to help clients realize better outcomes so please check it out!


    Social Security Planning

    When was the last time your social security solution led you to uncover $700,000 in new assets? If you missed our recent virtual meeting on Social Security Planning then be sure to catch the replay below!

    We shared how top advisors are using our unique Social Security planning platform to get in front of more affluent clients and prospects. You will hear about the latest technology and sales strategies for converting an increasing share of the retirement money in motion!


    Livin’ La Vida Cabo!

    We are nearly two months into our InsurMark Family Reunion Incentive Trip Qualification!

    Get ready to be treated like a rock star at the luzurious Montage Los Cabos Resort in Cabo San Lucas Mexico. Join us to share ideas with other top producers from around the country! Learn, share and grow!

    Reach out to your ADC for details!


    Carrier Updates and MYGA Report

    Remember to check the Carrier Updates page for the latest news and announcements from insurance carriers, including links to resources, webinars and helpful documents. 

    Our MYGA Report also gives you the highest 3, 5, 7 and 10-year interest rate guarantees.

I WANT TO MAKE 2021 MY BEST YEAR!