In anticipation of the June 9th implementation of the DOL fiduciary rule, your IAMS team is committed to offering you efficient, no nonsense, guidance and assistance. Below are various sample forms and information that we reviewed during our recent webinar designed to give you the basic information and guidance you need to protect your business and thrive during this time of change. Please feel free to download any of the documents by clicking on them, to review the webinar below, or to call us at anytime for assistance in making this transition smooth and trouble free. Thank you for your business!



What is a Fiduciary?

EquiTrust DOL Fiduciary Certification

Sample Fiduciary Certification


Sample 84-24 Disclosure

Intro to Annuities

Sample Best Interest Worksheet

Final Expense

Commission Disclosure Talking Points

Investment Choices

Carrier Specific DOL Requirements Worksheet

DOL Assistance

If you require further assistance regarding any DOL changes, fill out this form and an IAMS specialist will be in touch with you.

Profitable Annuity Solutions

At IAMS our experience gives us the ability to understand what is important to you is important to us. Our sole mission to provide you with the most cutting edge products, superior case design and highest commission levels in the industry.

When you factor in our expert new business team and focused administration staff there is no better home for your annuity business.

Outstanding Agent Support

Whether you call us for sales support, case design, training academies, product information, forms and documents, or updates on your pending business we will answer the phone in less than three rings.

If you need more reasons to work with Insurance Agency Marketing Services please give us a call at (800) 255-5055 and we will discuss why you should join our team further.

Quality Life Products

If you are looking for a solution on a new life case or support on your pending life business, you can expect nothing but top rate service from our professional life department.

We have surrounded ourselves with some of the industry’s top carriers, but also staff that will help you with the most competitive quote based on your clients current needs and health qualification.