A major opportunity is on the horizon for financial advisors: a significant wave of fixed-rate annuity maturities. According to Morgan Stanley analysts, an estimated $70 billion in fixed-rate annuities are set to mature between 2025 and 2027. For advisors, this presents a prime moment to engage clients, review their portfolios, and provide guidance on reinvestment…
March 29, 2025 – Effective Date of Change National Life Group Fixed Indexed Annuity Growth Driver 10 25,000+ Growth Driver 7 25,000+ Income Driver 10 25,000+ Income Driver 7 25,000+ Zenith Growth 10 25,000+ Zenith Growth 5 25,000+ Zenith Growth 7 25,000+ Zenith Income 10 – Max Bonus 25,000+ Zenith Income 10 – Split Bonus 25,000+ Zenith Income 7 – Max Bonus 25,000+ Zenith Income…
While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. These are your whales: The high-value prospects that could take your practice to the next level, either through career cases or lucrative lifetime planning opportunities. Because of their stature and the difficult nature of…
March 20, 2025 – Effective Date of Change Ibexis Fixed Indexed Annuity 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…
For most people, tax season is about filing returns and hoping for a refund. However, for financial professionals, a client’s 1040 form is more than just a tax document—it’s a roadmap to uncovering hidden opportunities. By analyzing a client’s tax return, you can identify gaps in retirement planning, tax inefficiencies, and areas where additional protection…
Underwriting can be overwhelming and convoluted. Here at IAMS, we know that 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…
March 5, 2025 – Effective Date of Change American National Insurance Company Fixed Annuity Fixed Indexed Annuity Rate Certainty Annuity 10 10,000+ Rate Certainty Annuity 20 10,000+ Rate Certainty Annuity 7 10,000+ Strategy Indexed Annuity PLUS 10 10,000+ Strategy Indexed Annuity PLUS 7 10,000+ MYGA EquiTrust Life Insurance Company Fixed Indexed Annuity Bridge Annuity 50,000+ Market Power Bonus Index 10,000+ Market Ten…
Every top producer has a turning point: A moment when they gain the right knowledge, the right strategies, and the right connections to take their business to the next level. For many financial professionals, that moment happens at IAMS Academy. Imagine walking into a room filled with the industry’s best. Not just top carriers and…
March 3, 2025 – Effective Date of Change Revol One Financial Fixed Indexed Annuity Enduris 10 10,000+ Enduris 10 Bonus 10,000+ Enduris 6 50,000+ MYGA March 4, 2025 – Effective Date of Change Allianz Life Insurance Company of North America Allianz Accumulation Advantage 20,000+ Allianz Accumulation Advantage 100,000+ Allianz Accumulation Advantage + 20,000+ Allianz Accumulation Advantage + 100,000+ Allianz Accumulation Advantage 7 20,000+…
If you’ve been following the FCC’s recent moves, you may have heard about the now-defunct 1:1 transparency rule under the Telephone Consumer Protection Act (TCPA). This rule was set to go into effect in 2025 and would have required businesses—including financial advisors and insurance agents—to obtain individual, seller-specific consent before contacting prospects via phone calls or texts. But on January…
