Your life’s work deserves more.
More client time. More family time. More value.
Now that you’ve seen what we’re doing to help drive business alpha, are you ready to learn how to get more from your life’s work?
Let’s talk about your business alpha today.
InsurMark advisors will soon be able to take advantage of industry-changing technology from AssetLock following today’s announcement that Simplicity Holdings Group has acquired the breakthrough investment monitoring solution.
AssetLock gives investors peace of mind by knowing their portfolio is performing at or above their specific tolerances. With its account and communications features, the AssetLock mobile app (for iOS and Android) is also designed to be a powerful marketing and referral tool for advisors.
To find out more about how InsurMark advisors can benefit from AssetLock technology, contact your advisor development consultant at 800-752-0207.
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?
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.
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.
Our team of advisor development consultants specialize in helping you navigate the ever-changing industry through brand development and marketing, leads generation, practice betterment, client experience and communications.