Tag Archives: technology

19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes

Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors?

Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses a scientific and health approach to develop personalized financial and longevity projections for advisors based on clients’ lifestyle and goals.

Heather discusses:

  • The tools and techniques used to create financial and longevity projections for clients 
  • How advisors and their clients can benefit from Genivity as a technological, data-driven, and digital platform 
  • Ways Genivity can help you optimize and be in control of your health and lifestyle 
  • How the InsurMark team integrates Genivity within their longevity conversations with clients 
  • And more!


Hear Heather talk about how to use HALO to grow your business at InsurMark’s Ultimate Social Security Biz Builder event on June 22 at 11 AM CT.

Connect with Heather Holmes:

Connect with InsurMark:

About our Guest:

Heather Holmes is Genivity’s founder and CEO. Heather leads the firm’s vision and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.

Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%.

As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put into practice today for a more successful tomorrow.

In this episode, you will learn:


  • How Kerry helps clients increase their business within specific time frames 
  • About the status quo bias and its impact on the advisors-client relationship 
  • How speakers and attendees can benefit from business and financial seminars 
  • The difference between a focused and growth mindset
  • And more!


Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset! 

Resources:  InsurMark | Dr. Kerry Johnson: (714) 368-3665

Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs.

To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College. 

With his extensive knowledge of retirement income planning, Wade shares what you should consider around retirement income, how the retirement landscape is changing, and how planning approaches need to be adjusted accordingly.

In this episode, you’ll learn:


  • How advisors can use Wade’s books as learning tools  
  • The impact higher tax rates have on the retirement planning process
  • Different ways to manage risks in retirement 
  • And more!


Tune in to learn how you can plan for your retirement income!

Resources:  InsurMark | The Breakthrough Advisor Podcast | Retirement Researcher | Safety-First Retirement Planning

Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins

The SECURE Act is a lot more complicated than most advisors realize. 

In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year. 

In this episode, you will learn

  • Why Jamie isn’t a proponent of taking emotions out of investing
  • Why the SECURE Act is a tax revenue bill at its core
  • What Jamie’s biggest concern with the act is
  • Five actions for advisors to take in response to the act
  • And more

Tune in now to learn what every advisor must know about the SECURE Act.

Resources:  InsurMark | Jamie Hopkins | Jamie Hopkins on Twitter

Episode 2: Are You Building a Sustainable 21st-Century Retirement Planning Business?

Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients?

In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses.

In this episode, you will learn:

  • What big problem InsurMark is solving in order to help advisors create more value in their businesses
  • Why most advisors aren’t realizing much financial value in their businesses despite there being more potential buyers than sellers
  • How advisors benefit from InsurMark’s ADO brand
  • About the features of Hubbard, InsurMark’s new advisor business platform
  • And more

Tune in now to learn how InsurMark is helping advisors grow their businesses and achieve even greater success.

Resources:  InsurMark


In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:   InsurMark | Dr. Robert Shiller Whitepaper

Episode 1 – 3 Trends That Are Forever Changing the Advisor Landscape

Are you equipped to be the resource your clients need in the 21st century?

In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help advisors build sustainable businesses and become an invaluable resource to their clients.

In this episode you will learn:

  • What it means to work with an advisor development organization
  • Which technology trends are changing financial services
  • What unchangeable demographic is challenging unequipped advisors
  • Why people are InsurMark’s greatest resource
  • And more!

Tune in to discover three trends that are pushing today’s advisors to adapt or die.

Resources:  InsurMark