InsurMark - Industry’s First Advisor Development Organization™

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Next-gen service model focuses on improving advisor lifestyle and business with value engineering.

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ADO™ reflects our DNA, mindset and the way we serve our advisor-clients

Today InsurMark has a new identity – Advisor Development Organization™ (ADO™). As the industry’s ground-breaking and exclusive ADO, this new identity is the next step in a 30-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.

ADO™ reflects our DNA, mindset and the way we serve our advisor-clients”, explained Steve Kerns, founder and CEO. “Advisors and distributors are in a vortex of technology, regulatory and market changes. Our focus is to partner with our advisor-clients to manage that change and enhance their lifestyle and the value of their business. We call that driving your business alpha,” he continued.

Advisors in strategic partnership with InsurMark realize more alpha through an industry-first value engineering process. “Whether you’re a Millennial, GenX, Baby Boomer, start-up or established advisor; value engineering your business makes sense today” said Jay Vinson, Executive Vice President for Sales and Marketing.

An Advisor Development Consultant is available to each advisor-client to shepherd them through the value engineering process. The systematic process takes the advisor-client through a deep dive into brand development and marketing, leads generation, practice betterment, client experience and communications.

“The advisor comes away with an action plan or ‘blueprint’ that they, their team and their Advisor Development Consultant work together to implement. We are already hearing from our advisor-clients about the rapid improvement in the lifestyle and legacy value of their business resulting from this process”, Jeff Maxey, General Manager and Executive Vice President, emphasized.

About InsurMark
InsurMark has specialized in the distribution of annuities, life and long-term care insurance to the independent financial advisor since 1983. Their long-term corporate focus on the core principals of integrity, innovation, service and leadership has resulted in great success in the marketplace, as well as tremendous respect throughout the industry.

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Ross Pertuit
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Jay Vinson
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