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 37-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

Steve was raised in Omaha, Nebraska and received his degree, after majoring in pre-law, from the University of Nebraska at Omaha in 1976. He served in the Marine Corps Reserve and graduated from its Officer Candidates School while in college.

In 1983, he and his wife, Becky, founded InsurMark, which is known for its integrity, innovation, leadership and service. Although it began as a small dream, InsurMark is now a well-established and well-respected national insurance marketing organization with thousands of advisor-partners in all 50 states.

Steve is a founding partner of LifeUSA, known today as Allianz, of The Annexus Group, Market Synergy Group, and Collabrix. These are all influential organizations in the FIA space that are innovators and leaders, bringing breakthrough thought-leadership to the rapidly expanding marketplace. Steve sits shoulder-to-shoulder, collaborating with some of the best minds in the business through his involvement in these organizations.

Jeff joined InsurMark in 1997 working directly with advisor-clients and eventually leading the team of Advisor Development Consultants. In 2014, he was promoted to General Manager with responsibility for all the company’s day-to-day operations, finance and technology.

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

I WANT TO MAKE 2021 MY BEST YEAR!