As the industry’s leading Advisor Development Organization (ADO), InsurMark is taking the next step in a 35-year history of aligning the independent financial advisor with best-of-breed resources and services. Our dedicated team of advisor development consultants work with valued partners and vendors to navigate the ever-changing industry with our value engineering process, online educational courses and on-site training sessions. This process encompasses brand development and marketing, leads generation, practice betterment, client experience and communications in an effort to build a business blueprint​ that can be implemented to the benefit of their practice and clients alike.

Insurance

InsurMark

Steve Kerns

Jeff Maxey

The Annuity Services team at InsurMark provides comprehensive support for financial advisors in managing annuity products. This includes facilitating the sales process, handling case management, and collaborating with partners like Annexus to enhance product offerings. By streamlining annuity solutions, the team aids advisors in optimizing their practices and delivering superior client experiences.

Annuity Services

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Team members