casual seminar planning financial professional

Seminar Planning that Drives Results

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…

IAMS Life and Annuity academy for financial advisors

Don’t Settle for Average

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…

On The Move – July 15, 2025

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+

On The Move – July 1, 2025

July 05, 2025 – Effective Date of Change Fixed Indexed Annuity ApexAdvantage 25,000+ FlexMark Select 25,000+ FlexMark Select 200,000+ FlexMark Select LT 25,000+ FlexMark Select LT 200,000+ FlexMark Select LT Plus 25,000+ FlexMark Select LT Plus 200,000+ FlexMark Select Plus 25,000+ FlexMark Select Plus 200,000+ July 09, 2025 Delaware Life MYGA

Advisor beating the summer slump

Break Out of the Summer Slump

Summer is often considered the slow season for financial professionals. Clients are out of office, families are focused on vacations, and major marketing events like tax season and Medicare AEP feel far off. But that lull in activity? It’s actually a golden opportunity. When competitors go quiet, you can stand out. Off-holiday marketing – built…

On The Move – June 24, 2025

June 26, 2025 – Effective Date of Change Ibexis MYGA Plus 3 FIA 10,000+ MYGA Plus 3 FIA 100,000+ MYGA Plus 3 FIA CA 10,000+ MYGA Plus 3 FIA CA 100,000+ MYGA Plus 5 FIA 10,000+ MYGA Plus 5 FIA 100,000+ MYGA Plus 5 FIA CA 10,000+ MYGA Plus 5 FIA CA 100,000+ MYGA Plus 7 FIA 10,000+ MYGA Plus 7 FIA 100,000+ MYGA Plus…

On The Move – June 17, 2025

June 18, 2025 – Effective Date of Change Lincoln Financial Lincoln OptiBlend 10 10,000+ 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+ Lincoln OptiBlend Advisory…