With every new year comes a laundry list of new trends that will impact the way many of you will do business. Emerging tech, demographic shifts, and changing culture all play a role in the lives of a small business owner. As one of those small business owners, you’ve probably already seen your share of…
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Act into law. The SECURE Act marks the most significant overhaul to retirement policy in years. And with these changes, comes a need for many people to review, or even revise, their retirement plans. This presents multiple prospecting and marketing opportunities…
Drip email campaigns, direct mailers, seminars – these are among the most popular marketing strategies producers use to connect with new prospects. But it never hurts to branch out. Using a variety of tactics and content delivery platforms is the best way to enhance your overall strategy. Below are just a few untapped marketing ideas…
The SEC is considering new proposals that will represent the most significant change in how advisors can advertise their services since 1979.
The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with ads leading up to the Black Friday rush. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Use the Thanksgiving ad blitz to your advantage by taking an…
Another Look at “Indexed Annuities: Consider the Alternative” We continue to talk about, and continue to get requests for, a whitepaper titled “Fixed Indexed Annuities: Consider the Alternative” written by Roger Ibbotson, PhD. For those that are not familiar with Dr. Ibbotson he is Chairman & Chief Investment Officer of Zebra Capital Management and Professor…
Learn five tips financial advisors can use to improve their performance when holding seminars.
Learn how the full implementation of the 2017 CSOs will impact the insurance industry and potentially lead to sales opportunities for advisors.
Credit agency Equifax announced yesterday that it suffered a data breach affecting 143 million U.S. consumers. The hack exposed names, Social Security numbers, addresses, birth dates, and driver’s license numbers—all critical pieces of information used by identity thieves to impersonate people and conduct fraud. This is probably the most consequential data breach in history, considering…
There is truth in the old adage “only two certainties exist in life: death and taxes.” While there may not seem to be a lot of positivity around death and taxes, we here at IAMS believe that certainly creates opportunity for excellent planning. Single Premium Life Insurance (SPL) is one tool that can add peace…
