The financial services industry is constantly evolving. Market volatility, changing regulations, and shifting client expectations can quickly turn yesterday’s best practices into today’s missed opportunities. To stay competitive as a financial advisor, you must be agile and informed. You also need to adapt quickly to new challenges. Sharpening your skills and expanding your strategies is…
The platform will deliver instant, automated case updates from multiple carriers—eliminating manual tracking for agents and distributors. CHICAGO, IL – August 13, 2025 — Magnifact, an award-winning insurtech leader in real-time data analytics, announced a strategic partnership with Omaha-based IMO Insurance Agency Marketing Services (IAMS) to launch AgentVizionNOW — a centralized platform delivering live, annuity…
August 14, 2025 – Effective Date of Change Fidelity & Guaranty Life Fixed Indexed Annuity FG AccumulatorPlus 10 10,000+ FG AccumulatorPlus 7 10,000+ FG Power Accumulator 10 10,000+ FG Power Accumulator 7 10,000+ Flex Accumulator 10,000+ Performance Pro with GMWB 10,000+ August 18, 2025 – Effective Date of Change Lincoln Financial Lincoln OptiBlend 10 10,000+ Lincoln OptiBlend 10 100,000+ Lincoln OptiBlend 10 CA 10,000+…
The most successful financial professionals know that growth doesn’t happen by accident—it’s built through continuous learning, fresh insights, and the right connections. In a competitive and ever-changing industry, making time to invest in your own development pays off in sharper skills, stronger client relationships, and new opportunities. Stepping away from the daily grind to focus…
Aug. 6, 2025 FOR IMMEDIATE RELEASE Insurance Agency Marketing Services, Inc., and American Elm Distribution Partners Announce Strategic Partnership to Expand Access to Structured Annuities IAMS further expands its financial services distribution platform with majority interest acquisition of wholesale broker-dealer to serve professional RILA product needs Omaha, Neb. and Portsmouth, N.H. – Insurance Agency Marketing…
August 6, 2025 – Effective Date of Change Oceanview Life and Annuity Fixed Indexed Annuity Harbourview FIA 10 20,000+ Harbourview FIA 10 CA 20,000+ Harbourview FIA 3 20,000+ Harbourview FIA 3 CA 20,000+ Harbourview FIA 5 20,000+ Harbourview FIA 5 CA 20,000+ Harbourview FIA 7 20,000+ Harbourview FIA 7 CA 20,000+
In a business built on trust, your strongest marketing tool isn’t an ad or a pitch; it’s a story. The story your clients tell about their experience with you. The story your team shares about your mission. These narratives don’t just describe your brand—they build it. When clients see themselves in the success of others,…
Seminar Planning for Financial Professionals: What’s Working Love ’em or hate ’em, well-crafted seminars are still a valuable lead generation tool in a financial professional’s marketing arsenal. But in today’s fast-moving landscape, a generic approach simply won’t cut it. If you want to attract high-quality prospects and convert more clients, it’s time to upgrade your…
Average advisors get average results. But if you’re in this business to win — to grow faster, close bigger cases, and serve clients at the highest level – then it’s time to level up. That’s exactly what the IAMS Life & Annuity Academy for financial advisors was built for. No fluff. No filler. Just three…
July 18, 2025 – Effective Date of Change Lincoln Financial Lincoln OptiBlend 10 100,000+ Lincoln OptiBlend 10 CA 10,000+ Lincoln OptiBlend 10 CA 100,000+ Lincoln OptiBlend 5 10,000+ Lincoln OptiBlend 5 100,000+ Lincoln OptiBlend 5 CA 10,000+ Lincoln OptiBlend 5 CA 100,000+ Lincoln OptiBlend 7 10,000+ Lincoln OptiBlend 7 100,000+ Lincoln OptiBlend 7 CA 10,000+ Lincoln OptiBlend 7 CA 100,000+
