The DOL has reportedly asked for a delay to January 1, 2018, enforcement requirements of its fiduciary rule.  As professionals that offer advice and guidance to consumers regarding qualified funds, this is certainly a chance to take a short term, shallow breath.  Practically, the implications of this further delay offer a much wider and treacherous…

Helping clients determine the best way to fund their retirement nest egg with the goal of having it convert into a sustainable source of retirement income is one of the most vital and sophisticated services agents provide.  During both the accumulation and distribution phase of a client’s portfolio, agents must balance diversification, rates of return,…

The annuity and life industry revolves around building relationships and sharing experiences. Social media revolves around these same networking concepts and should not be viewed as advertising. Building relationships with clients is the best place to start when growing your agency and social media can help. The Nielson Company indicated that “Nine in every ten…

Insurance Agency Marketing Services, Inc. was founded in 1986 with service to producers as the centerpiece. As Charles Heuring, co-founder and president puts it, “We felt there was a real opportunity to build an organization around the idea of making the producer feel at home.” Over the past twenty-eight years the success of IAMS has…

© 2017 Insurance Agency Marketing Services, Inc. | Disclaimer

logo-footer

STAY CONNECTED WITH US: