THE TEAM

InsurMark is the Advisor Development Organization. We are a servant minded community of professionals committed to excellence who work shoulder-to-shoulder with financial advisors of all shapes and sizes.

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 dedicated professional team, product partners, technology vendors, practice management leaders and business development systems. >> SCHEDULE YOUR DISCOVERY CALL

LEADERSHIP

Jeff joined InsurMark in 1997, initially working directly with advisor-clients, then ascending into leadership roles in sales, marketing, technology, operations, and finance. Over the years, Jeff has been integrally involved in driving the company’s innovation and success, while helping InsurMark earn recognition as the leading Advisor Development Organization it is known to be today.

OUR VALUES

IT’S HOW WE LIVE. IT’S HOW WE WORK.

OUR VISION
To be the recognized leader in providing dynamic solutions that will protect and enhance the financial security of every home in America.

OUR MISSION
To provide advisors with a best-in-class experience for themselves and their clients with our:

  • Financial strength
  • Product and industry knowledge
  • Core values

OUR CORE VALUES

HONOR GOD IN ALL WE DO

  • Do the right thing
  • Treat each person with dignity and respect
  • Respect each other’s spirituality

HELP PEOPLE DEVELOP

  • Help people do their best every day
  • Build proud, dynamic teams
  • Help people reach their goals

HELP OUR PARTNERS SUCCEED

  • Serve others as we would be served
  • Stand behind our word
  • Deliver on our promises

GROW PROMISES

  • Act as good stewards
  • Constantly improve and innovate
  • Meet our commitments

YES, I’D LIKE TO LEVEL UP MY BUSINESS IN 2023!