Every day more baby boomers want to know the ins and outs of Social Security. Gain the knowledge and tools necessary to be the expert your clients need, and prospects seek, with this fully supported, year-long program. FINRA-reviewed.

Topics of Interest:

  • The importance of Social Security in a retirement income plan
  • Social Security financing: what’s in the trust fund, how long is it expected to last?
  • Understanding the rules for spousal benefits, divorced-spouse benefits, and survivor benefits
  • How to maximize Social Security by coordinating spousal and survivor benefits with a client’s own retirement benefit
  • Social Security scenario planning for couples: when should each spouse claim benefits?
  • Strategies for widows and widowers
  • Social Security and taxes

View SS Toolkit Webinar


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.

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.

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.