Millennials & Life Insurance

Millennials are a unique generation with a new approach to life,which includes the way they secure information, collect insights and make purchasing decisions. This is especially true when it comes to benefits and financial products — particularly life insurance. In this under-served segment, only 16% own individual life insurance and about a third are likely…

Asset Protection 101

If you have prospects up to age 99 who are looking for a crediting rate that is often higher than today’s CD rates, offers tax-deferred growth and passes income tax-free to heirs, while featuring comprehensive protection from creditors, then IAMS has two products that deserve your attention. Many of your clients understand the value of…

Reposition Lazy Assets

Picture this if you would, you get up and start your day just like you would any other day. You make calls to schedule new annuity appointments, you have your initial fact finding appointments, you have your closing appointment, complete paperwork, deposit commission checks in the bank etc, etc. Life is good! All of a…