Welcome to InsurMark

InsurMark’s dedicated team of advisor development consultants specialize in helping financial advisors navigate the ever-changing industry through brand development and marketing, leads generation, practice betterment, client experience and communications.

InsurMark Academy is our exclusive set of in-depth educational webinars that provides advisors the tools and training to develop their practice and help maximize their clients’ profits.

New sessions are added regularly and registration is open to all InsurMark advisors.

News

InsurMark conducted this Business Alpha Data Survey to help advisors understand the challenges of running their practice as a more successful business.

Financial advisors as a group are an aging population.  They are facing a season of transition. And so this survey focuses on one central question:  How prepared are you?

(more…)

Roger Ibbotson recently sat down with WealthManagement.com to discuss his latest research on how FIAs stack up against bonds in today’s market.

“As we approach retirement, it is prudent to de-risk portfolios and shift a greater allocation toward bond-like investments. Although we believe this wisdom to still be true, we caution individuals preparing for or in retirement not to become complacent, particularly in this low interest rate environment.

FIAs (Fixed Indexed Annuities) have many attractive features as both an accumulation investment and as a potential source of income in retirement. In simulation, the FIA performed better net of assumed fees than long term government bonds. We showed the FIA had comparable volatility to bonds but with better downside protection. In our study, when bonds underperformed, the FIA performed quite well.”

Read the full article here

News

InsurMark conducted this Business Alpha Data Survey to help advisors understand the challenges of running their practice as a more successful business.

Financial advisors as a group are an aging population.  They are facing a season of transition. And so this survey focuses on one central question:  How prepared are you?

(more…)

Roger Ibbotson recently sat down with WealthManagement.com to discuss his latest research on how FIAs stack up against bonds in today’s market.

“As we approach retirement, it is prudent to de-risk portfolios and shift a greater allocation toward bond-like investments. Although we believe this wisdom to still be true, we caution individuals preparing for or in retirement not to become complacent, particularly in this low interest rate environment.

FIAs (Fixed Indexed Annuities) have many attractive features as both an accumulation investment and as a potential source of income in retirement. In simulation, the FIA performed better net of assumed fees than long term government bonds. We showed the FIA had comparable volatility to bonds but with better downside protection. In our study, when bonds underperformed, the FIA performed quite well.”

Read the full article here

Products

As a member of the most exclusive limited-distribution networks in the marketplace, we have exclusive access to the industry’s best insured and guaranteed offerings, including immediate and deferred income, accumulation and legacy protection products. 

Resources

Our focus on building value for you and your clients depends on working with a diverse range of resources to handle all aspects of your business, including:

  • Lead Generation
  • Practice Betterment
  • Brand Development & Marketing
  • Client Experience
  • Professional Development

Assets Under Management

InsurMark is aligned with Regal Financial Advisors to help you transition assets under management into your safe-money practice.