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


What We Offer

Profitable Annuity Solutions

At IAMS, our experience gives us the ability to understand that 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 the 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.

Learn More

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 can answer any questions you have.

Learn More

Quality Life Products

If you are looking for a solution to 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 the staff that will help you with the most competitive quote based on your clients, current needs and health qualification.

Learn More