The tail of a Whale diving

Going After Your Whales

While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. Your whales. These are the prospects that could take your practice to the next level, either through career cases or high-value lifetime planning opportunities. Because of their stature and the difficult nature of converting…

expert advice

Learn From the Best

Ascend 2022 is officially in the books. IAMS’ second-annual virtual kick-off brought some of the top experts in the financial industry together in one place; we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics.…

Facebook business marketing

Year-End Facebook Primer

Facebook, despite the seemingly constant barrage of controversy, isn’t going anywhere anytime soon. Not only is Facebook here to stay, it’s poised for continued growth as we move into 2022. A recent poll found that 79% of marketers bought paid advertising on Facebook. And 50% of them plan on increasing their investment in the platform.…

Depressed man looks at laptop with lost internet connection sitting at table

The Great Facebook Crash of 2021

If you’re reading this, it’s safe to assume you survived the Great Facebook Crash of Oct. 4, 2021. The massive outage took down Facebook, Instagram, and WhatsApp for roughly six hours. Like any other website or social media network, Facebook is prone to the occasional outage. While most are brief, the most recent crash was…

Businessman saving money concept. Hand holding coins putting in jug glass

The History of CD Replacement Month

Historically speaking, October has been a tumultuous month for the economy. This year will bring the 34th anniversary of Black Monday (October 19, 1987) and the 32nd anniversary of the Friday the 13th Mini Crash (1989). While the more recent financial crisis of 2008 played out over several months, much of the action – Lehman…

Instagram user liking his own photo on Instagram.

Should You Have an Instagram Page?

Instagram has become a star in the world of social media marketing. Once used primarily as an image-sharing platform, the platform has made great strides toward becoming a valuable tool for businesses. But is it right for your business? Instagram Vs. Facebook There are reasons many producers might prefer a platform like Facebook over Instagram.…

Two businessmen giving a handshake in the office

More Sales Opportunities You Might Have Overlooked

A recent Marketing Corner explored five sales opportunities that you might not have considered in a while. Thanks to your overwhelming response, we decided to post a follow-up article with even more ideas and conversation-starters aimed at helping you make sales. From client engagement to marketing strategies, here are some additional sales opportunities you might…