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…
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…
You know that annuities can play a valuable role in a client’s retirement strategy. But do your clients and prospects? With features like tax deferral and principal protection, they offer unique advantages, but their complexity often leads to misunderstandings or misplaced fears. It’s crucial that your clients fully grasp how annuities work and dispel common…
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…
As today’s investors face rising interest rates, lingering volatility, and growing uncertainty about retirement income, annuities are gaining renewed attention—and rightfully so. They offer something few financial instruments can: guarantees. But unlocking their full potential takes more than knowing the products. It takes a shift in mindset, a strategy rooted in education, and a long-term…
June 13, 2025 – Effective Date of Change The Standard New rates mean new opportunities—are you ready to lead the annuity conversation? With carriers adjusting rates and clients looking for stability, there’s never been a better time to talk about annuities. The IAMS 2025 Annuity Awareness Month Sales Kit gives you the tools, language, and…
Annuities are more in demand than ever—and it’s easy to see why. In a market where volatility, inflation, and longevity risks still weigh on retirees, clients want safety, income, and peace of mind. Annuities check all those boxes. But even with growing interest, objections still come up. That’s your opportunity. When you can confidently respond…
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Underwriting can be overwhelming and convoluted. We know the clients you protect have their own unique histories that often present underwriting challenges. With so many options available, knowing where to start can be daunting. Let IAMS remove the mystery and help you choose the right carrier the first time. Contact Andrea the next time you’ve…
As we approach the halfway mark of the year, now is the perfect time to pause, reflect, and reset your marketing strategy. A quick mid-year review can help you finish strong — or make course corrections before Q3 sneaks up on you. Here are three key areas to focus on: Are Your Campaigns Converting? Marketing…
