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Mark Triplett

Chief Business Development Officer of AMZ Financial

Mark Triplett believes that there are good, honest, and ethical servants in the financial services industry whose desire is to enrich the lives of those with whom they come in contact. These men and women want to give back to the communities they serve and want to have a profound impact on those communities, both professionally and personally. With simple changes, attention to detail and a consistent process, these financial representatives can serve their communities in an extraordinary way and be the envy of their competitors. Mark is passionate about providing support that elevates each representative to his or her fullest potential.

Mark knows that by developing superior advisers, they can share life-changing strategies that will positively affect their clients across the country. All communities need advisors who will lead their clients to identify their problems, take accountability, and then empower them to make decisions and take action. Advisors who have been open-minded and willing to follow proven processes have experienced a transformation of their business, and their lives, thanks to Mark.

Mark, his wife Melinda and son Hunter live in Polk City, IA. They enjoy boating, alpine skiing, and organic gardening as well as many other outdoor activities.

Recent Posts

Choosing the Best Life Insurance Carrier for Your Client's Policy

Posted by Mark Triplett on Wed, Feb 28, 2018 @ 12:00 PM

I’m often asked, “What is the best indexed universal life insurance policy?” The appropriate answer is not as simple as naming a manufacturer and their newest product. If I were to rephrase their question, I think it is best to ask, “How should I select a life insurance product for my client, and what key factors should I consider?”

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Tags: IUL

4 Ways Clients Can Use Life Insurance in a Retirement Income Plan

Posted by Mark Triplett on Wed, Feb 07, 2018 @ 12:00 PM

When I think of a retirement plan, the first thing that comes to mind is often the accumulation of assets and investing strategies. As a fiduciary investment advisor developing and implementing retirement income plans for my clients, I’d argue that investing is the easy part of the process.

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Tags: planning, IUL

3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

Posted by Mark Triplett on Wed, Jan 10, 2018 @ 12:00 PM

The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes.

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Tags: taxes

Why Financial Advisors Need a Marketing Calendar for Their Businesses

Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

Many financial advisors I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same advisors are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

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Tags: prospecting, marketing

How Order of Returns Risk Can Impact Your Clients

Posted by Mark Triplett on Wed, Nov 22, 2017 @ 12:00 PM

One of the most common risks in retirement is order of returns risk (also known as: sequence of returns risk). It is well known within the financial services industry that investing in marketable securities exposes clients to this risk. However, do your clients know that many indexed products are not immune from order of returns risk?

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Tags: planning, IUL

Why Many IMOs Have Earned a Bad Reputation

Posted by Mark Triplett on Wed, Oct 25, 2017 @ 12:00 PM

I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym "IMO" like it's a swear word?

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Tags: consistent advisor, marketing, prospecting

5 Important Lessons From Workshop Prospects Who Said "No Thank You"

Posted by Mark Triplett on Wed, Oct 04, 2017 @ 12:00 PM

When my firm first started hosting workshops, our attendance was average, and the amount of attendees scheduling visits with us was about 40 to 50 percent. Learning five important lessons from workshop prospects increased the number of attendees meeting with us to nearly 80 percent.

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Tags: prospecting, workshop marketing

Are Your Clients Hiding Financial Assets from You?

Posted by Mark Triplett on Wed, Sep 20, 2017 @ 12:00 PM

How well do you think you know your clients? What about their complete financial profile? If you have been in the industry for a while you may believe you know everything. However, most advisors who confidently tell me this are kidding themselves. Why can I confidently say this?

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Tags: business management, planning

Why Your Clients are Starved for Higher Interest Rates

Posted by Mark Triplett on Wed, Aug 30, 2017 @ 12:00 PM

What does it take to get a saver to move their money? Apparently not that much. According to an insurance company representative, they are writing new business hand over fist because their company offers the highest guaranteed fixed rate of interest for a specific number of years within a deferred annuity.

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Tags: planning, annuity

How You Can Turn More Workshop and Seminar Attendees into Clients

Posted by Mark Triplett on Wed, Aug 09, 2017 @ 12:00 PM

I don’t think there’s a workshop PowerPoint on the planet that directly results in sales of financial products. So far, I’ve never seen a financial presentation end with the presenter passing out applications for financial products and attendees getting out their checkbooks to buy. Solid workshop and seminar presentations will result in the right fit prospects raising their hands to meet with you.  

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Tags: prospecting, workshop marketing


This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.