InsurMark

InsurMark

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InsurMark specializes in the distribution of financial products, focusing in the fixed annuity, life and long term care industry. In 2002, Inc.

04/16/2025

What separates top advisors from the rest? It’s not just credentials or expertise—it’s the ability to connect authentically with clients.

In the latest Breakthrough Advisor Podcast, Randy Yost speaks with storytelling expert Deirdre Van Nest to uncover the power of the Personal Brand ‘Why’ Story. She shares how shifting your messaging can instantly build trust, deepen client relationships, and set you apart in the industry.

Ready to transform your practice with strategic storytelling? 🎧 Tune in now! https://sms.insurmark.net/4iTfNNk

04/14/2025

Some advisors hesitate when they hear this strategy, thinking, "My clients are too sophisticated—will this really work?" The answer? Yes. Because your clients are human.

Just ask Roger. With Deirdre Van Nest’s guidance, this 40-year industry vet put the strategy into action. Over six months, he tracked his results—and his close rate jumped from 85-90% to 100%. Every single prospect he met walked out as a client.

On the latest Breakthrough Advisor Podcast, Randy Yost and Deirdre break down this powerful yet simple strategy and how you can apply it to your own practice.

🔗 Tune in now and see the impact for yourself! https://sms.insurmark.net/4iTfNNk

03/07/2025

What happens when fiscal policies teeter the stability of democracy and economic structures?

Jack Martin and David Duley have an insightful discussion that’s critical for advisors managing future economic challenges. Explore the elements affecting democracy's longevity in the latest episode of The Breakthrough Advisor podcast. Your clients' futures depend on it – tune in today! https://sms.insurmark.net/418ZB2R

03/06/2025

🔍 Curious about how recent changes in Social Security policy can impact your clients? Dive into our latest episode of The Breakthrough Advisor featuring David Duley from PlanGap!

Here are the top takeaways:

1. Social Security Fairness Act - Discover how this new legislation affects public employees and surviving spouses, and the broader implications for your clients’ retirement plans.

2. Political and Economic Realities - Strategies for navigating the current Social Security landscape amidst looming insolvency concerns.

3. Protecting Retirement Income - How advisors can engage clients in safeguarding their Social Security benefits through innovative products and strategic conversations.

A huge thank you to David Duley for sharing your expertise and timely insights!

🎙️ Ready to dive in? Listen now: https://youtu.be/OVHtKq_sN3c

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820 Gessner Road Ste 970
Houston, TX
77024

Opening Hours

Monday 8am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 4:30pm