Business Details
43 Years
experience
Your Trusted Financial Advisor Development Partner in Houston
Established in 1983 and headquartered in Houston, TX, InsurMark specializes in providing safe retirement and asset protection solutions through financial professionals using annuities and life insurance. As an Advisor Development Organization, we align independent financial advisors with best-of-breed resources, including elite carriers, innovative technology platforms like Hubbard, and a dedicated team of professionals. Our mission is to protect and enhance the financial security of every home in America by empowering advisors to build, scale, and capitalize on sustainable businesses. With over four decades of experience, we offer personalized business solutions through our value engineering process, combining sales strategies, digital marketing tools, and operational support. Our team of seasoned professionals, including President Jeff Maxey and Vice President Leighann Gee, brings decades of industry expertise to help advisors navigate market volatility, regulatory changes, and technological advancements.We prioritize ethical practices, client-centric service, and continuous innovation to deliver top wealth-building and financial protection products. Our holistic approach reviews five key areas of advisor businessessales, practice betterment, client experience, communications, and brand developmentto create tailored action plans. We serve annuity, life, and wealth advisors nationwide, offering access to exclusive products from leading carriers like AIG, Allianz, and Prudential. Our commitment to education, values, and family underpins everything we do, ensuring sustainable growth and long-term success for our partners.
Services
Retirement Planning
Annuities
Wealth Management
Risk Management
Digital Marketing
Technology Platforms
Legacy Planning
Client Acquisition
Business Development
Advisor Training
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience helping financial advisors build compliant, client-centric practices.
- Our proprietary value engineering process creates personalized business solutions for lasting value.
- We provide access to elite carriers like AIG, Allianz, and Prudential for comprehensive product offerings.
- Our team includes seasoned professionals with decades of expertise in advisor development and operations.
- We prioritize ethical practices, client satisfaction, and continuous innovation in financial services.
What people say
Great partner
Service and advice-oriented
Great people
Ethical practices
Helped me succeed
Services
Retirement Planning
We provide comprehensive retirement income planning solutions using annuities and life insurance products. Our advisors help clients navigate market volatility, longevity risks, and tax implications while creating sustainable income streams. With access to elite carriers and proprietary planning tools, we deliver tailored strategies that align with individual financial goals and risk tolerance levels.
Wealth Management
Our wealth management solutions focus on protecting and growing client assets through diversified investment strategies. We offer access to exclusive products from top carriers, legacy planning services, and risk management tools designed to preserve wealth across generations. Our technology platforms enable advisors to deliver personalized portfolio management and financial planning services.
Digital Marketing
Catalyst, our digital marketing engine, delivers personalized campaigns through email, social media, and digital ads. The platform includes SEO-optimized websites, automated client communications, and targeted lead generation strategies. Advisors receive turnkey solutions for podcasting, social media management, and digital advertising to attract ideal prospects and build brand authority.
Business Development
We help advisors build sustainable businesses through our value engineering process. This includes practice assessment, sales strategy development, client experience optimization, and operational support. Our Advisor Development Consultants work shoulder-to-shoulder with financial professionals to implement growth strategies and improve business efficiency.
Technology Platforms
Hubbard, our innovative business platform, offers CRM-lite functionality, real-time analytics, and business tracking dashboards. The system includes electronic application processing, case design tools, and automated client communications. Advisors gain access to digital marketing integration, social media management, and client presentation tools to streamline operations and enhance client engagement.
People
Jeff Maxey
President
Jeff Maxey has led Simplicity InsurMark since 2023, bringing over 25 years of experience in sales, marketing, and operations. He focuses on helping advisors grow their businesses through innovative solutions and strategic partnerships.
Leighann Gee
Vice President of Office Services
Leighann Gee has served InsurMark since 2002, overseeing accounting, financials, and human resources. With a career spanning two decades at the company, she brings extensive operational expertise and institutional knowledge to support advisor success.
Tony Sifuentes
Senior VP, Advisor Development Consultant
Tony Sifuentes works directly with financial advisors to implement business development strategies. His expertise focuses on helping advisors optimize their practices through personalized consulting and access to industry-leading resources.
Randy Yost
Senior VP, Advisor Development Consultant
Randy Yost provides strategic guidance to financial advisors, leveraging his extensive industry experience to help professionals build sustainable businesses through effective planning and execution.
Seth Ward
VP, Senior Advisor Development Consultant
Seth Ward specializes in helping financial advisors develop their practices through tailored business strategies and access to innovative financial solutions that address evolving market needs.
Questions
What services does InsurMark offer for financial advisors?
We provide retirement planning solutions, annuities, wealth management tools, digital marketing platforms, and business development support tailored to financial advisors.
How does InsurMark help advisors grow their businesses?
We offer personalized business solutions through value engineering, technology platforms like Hubbard, and access to elite carriers for comprehensive product offerings.
What technology platforms does InsurMark provide?
Our Hubbard platform offers CRM-lite tools, digital marketing automation, and analytics to streamline advisor operations and client engagement.
Which financial professionals benefit most from InsurMark?
Annuity, life, and wealth advisors seeking sustainable business growth through innovative solutions and industry-leading support services.
How long has InsurMark been in business?
We've been empowering financial advisors since 1983, with over four decades of experience in the industry.
