Agent Partner and Carrier Testimonials. Let’s Hear It. Loudly. Check our upcoming training cources. Special rate for group bookings. See more HR Solutions. Leading support service organization in the fields of Human Capital. See more Our Partners. Quantum provides HR and training. Feedback from Our Advisor Partners. Service“I’ve had the pleasure of being associated with Insur. Mark for over 1. 5 years. Their commitment and loyalty to agents are second to none. Their contribution to my business. One last nite, our Family\Reuinion trips are exactly that. Service “I’ve had the pleasure of being associated with InsurMark for over 15 years. My experience—from the receptionist, to my advisor, to my administrator, my life advisor and the CEO—has been above and beyond my. The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of. Author: Meagan Bryant Last modified by: Bryant, Meagan (DTMB) Created Date: 2/12/2009 6:08:05 PM Company: State Of Michigan Other titles: The List Explained Contract Listing 09-8-2016 'Contract Listing 09-8-2016'!Print The David Bohnett Foundation has contributed more than $100 million in grants to socially active organizations. When applying for a grant, please follow our stated grant guidelines as unsolicited grants that do not. I have had many FMOs and the number one thing that your firm has, above all the others, is service! It seems so simple to me, but doing what you say you are going to do, and in a timely manner to me is so easy but to most FMOs it is a real challenge. I want you to know how appreciative I am for your services. This is a better world because of you. Thank you for all you are and do. It was surprisingly easy to begin working with Insur. Mark. THey made it simple, and I was able to focus on strategies that would allow me to do a better job for my clients. I was introduced to a very knowledgeable conultant who has been phenomenal. My Emails and phone calls are returned quickly, and he always wants to make sure my needs are met so I can take better care of my clients. I would highly recommend Insur. Mark as a strategic partner.”“I’ve tested several financial planning software packages for our firm (and some of them were pretty good? It has all the features we were looking for, and with the improvements recently announced, it will be even better! It’s easy to use, and our clients now have a better feel and understanding of their financial picture.”“We have been using the software in our office for a few months now. It has provided us an extra means of data verification to show that clients can and do . It has added a greatly- needed visual tool that has made a dramatic impact on our closing ratio.”PROSPECTING PROGRAMS“I had 2. Social Security workshop. I converted about 7. So far I have met with 1. Three of them are now clients and I expect to add another three soon for a total of six new clients from this workshop, with more to come. My expenses were a 5,0. I more than made my money back and have picked up new clients consistently with this program.”“So far, we have written $1,4. We’re doing business with about six of ten families that actually meet with us. AUMSince individual testimonials are prohibited by security- industry compliance issues, third- party statements of results are used here. He has enhanced his already- successful insurance practice. The reoccurring revenue has stabilized his business model. An Indiana advisor went from $2. AUM to over $6. 0 million in AUM in two years, using the Regal (Insur. Mark’s AUM partner company) resources to move his practice to a new level. An experienced professional who realized he needed coaching and a vision of what he could become. If you are looking for the right mix of marketing strategies, product innovation and client service, then look no further than the team at Insur. Mark.”“Great information and I loved the videos.”FEEDBACK FROM OUR CARRIER PARTNERS. The goal was to identify organizations that first, had built their businesses on a foundation of integrity, and second, stood out from their peers through an unparalleled commitment to support and enhance the success of the professional financial advisor. Everyone at Insur. Mark . We are proud to have them on the Annexus team; their success over the years speaks for itself. People, partnership, and passion are what separate them from the competition. Their employees are always going above and beyond. Their partnership with the producers is second to none. Their passion for this business is what makes them so successful. Thanks Steve, and all of Insur. Mark, for everything you do! If an agent were to ask me to recommend a marketing company, Insur. Mark would be in my top three. The integrity that Steve brings to the table is unsurpassed. Steve Kerns leads a team of talented marketers who have a high level of industry knowledge. I had the opportunity to present and attend Insur. Mark. I saw firsthand the quality of agents and their commitment to Insur. Mark. What impressed me the most was the long term relationships that the producers have with Insur. Mark. It was nice to see over 1. Insur. Mark team. A number of individuals commented on the family atmosphere, the great service, the attention to detail, and of course the wide array of value adds Insur. Mark brings to the table. AEL is proud and excited to have Insur. Mark as one of our top supporters. Vice President, National Marketing Director. American Equity Investment Life Insurance Company. LET US HEAR FROM YOU.
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