On The Move – April 8, 2025
April 14, 2025 – Effective Date of Change MassMutual Ascend Life Insurance Company MYGA
Underwriting with Andrea: Autism
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…
On The Move – April 1, 2025
April 02, 2025 – Effective Date of Change Oceanview Life and Annuity MYGA Reliance Standard Life Fixed Indexed Annuity Keystone 10 Index Annuity 10,000+ Keystone 5 Index Annuity 10,000+ Keystone 7 Index Annuity 10,000+ Reliance Accumulator 10 20,000+ Reliance Accumulator 5 20,000+ Reliance Accumulator 7 20,000+ April 07, 2025 – Effective Date of Change Delaware Life MYGA Pacific Guardian Life MYGA
Capitalizing on the Fixed-Rate Annuity Maturity Boom
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…
On The Move – March 25, 2025
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…
Converting High-Value Prospects: 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. 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…
On The Move – March 18, 2025
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…
A Hidden Opportunity for Financial Professionals
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 with Andrea: Non-US Citizen
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…
On The Move – March 4, 2025
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…
