WHO WE WORK WITH
If you are an ambitious annuity, life, or wealth advisor who wants to transform in 2025, you have found a home with us.
For over three decades we have succeeded in bringing top advisors and great people into community.
Whether you are a Millennial, GenX, Baby Boomer, or established advisor, the Simplicity InsurMark team stands willing and able to help you transform in 2025.
A TRUE FAMILY CULTURE
“InsurMark is a family atmosphere. They are genuinely concerned about me, my practice, and my staff. If you are looking for an ADO home, I highly recommend this organization. During my 28-year Advisor career, I felt I was playing at a lower level. Then, I had the opportunity to meet Steve Kerns and InsurMark – now I am playing in the big leagues.”
Ron, California
“InsurMark has been a great partner for me. They are very service and advice-oriented, which is how I work with clients. It’s been a great partnership because they’ve been able to help me do a better job and take even better care of my clients.”
David, Texas
“InsurMark has been a great partner for me. They are very service and advice-oriented, which is how I work with clients. It’s been a great partnership because they’ve been able to help me do a better job and take even better care of my clients.”
David, Texas
“If you need something you are not capable of providing, either intellectually or product-wise, InsurMark is there for you. Everyone at InsurMark treats you like family, from Steve Kerns to Jeff Maxey, to every person in Customer Service. InsurMark is great people. I wouldn’t have been successful for 39 years without them.”
Rich, California
“One of the most attractive things about InsurMark are their ethics. I knew right from the get-go when I started dealing with them that that was just one of the most important things. It just showed through right from the very beginning, and I relish that.”
Russell, California











