Five Ways to Ruin a First Appointment

An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.

Roger Ibbotson

Refocusing for 2020

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…

Use Our Income Engine

The good news is there is an income rider for almost any income need; the bad news is that sifting through the options to find the best fit for your client’s need can be cumbersome and time consuming. IAMS has the solution to save you time and make your clients money! Call 800-255-5055 and ask…

Laptop Data

Indexed Annuity Must-Have Article

The good news for fixed indexed annuity sales just keeps coming!  FIA’s continue gaining mainstream acceptance for the benefits they provide: safety, guarantees, guaranteed income. However, in a recent article in Wealth magazine, Diana Britton reviews recent research by economist Roger Ibbotson detailing his opinion on the accumulation opportunity offered by fixed indexed annuities as…