Life insurance

Build a Winning Life Insurance Marketing Strategy

September is Life Insurance Awareness Month, and the perfect time to revisit your life insurance marketing plan. Consumer behavior is changing fast – this year’s industry numbers show both opportunity and urgency. By combining updated insights with a focused strategy, you can position yourself to meet today’s needs and capture tomorrow’s growth. Life Insurance Trends…

Networking among financial professionals to grow advisory business

Sharpening Your Competitive Edge in a Changing Market

The financial services industry is constantly evolving. Market volatility, changing regulations, and shifting client expectations can quickly turn yesterday’s best practices into today’s missed opportunities. To stay competitive as a financial advisor, you must be agile and informed. You also need to adapt quickly to new challenges. Sharpening your skills and expanding your strategies is…

Magnifact and IAMS partnership announcement graphic

Magnifact Partners with IAMS to Set New Industry Standard for Real-Time Annuity Case Data with AgentVizionNOW

The platform will deliver instant, automated case updates from multiple carriers—eliminating manual tracking for agents and distributors. CHICAGO, IL – August 13, 2025 — Magnifact, an award-winning insurtech leader in real-time data analytics, announced a strategic partnership with Omaha-based IMO Insurance Agency Marketing Services (IAMS) to launch AgentVizionNOW — a centralized platform delivering live, annuity…

FInancial advisors networking at a professional development event

Fuel Your Growth: Strategies, Connections, Momentum

The most successful financial professionals know that growth doesn’t happen by accident—it’s built through continuous learning, fresh insights, and the right connections. In a competitive and ever-changing industry, making time to invest in your own development pays off in sharper skills, stronger client relationships, and new opportunities. Stepping away from the daily grind to focus…

casual seminar planning financial professional

Seminar Planning that Drives Results

Seminar Planning for Financial Professionals: What’s Working Love ’em or hate ’em, well-crafted seminars are still a valuable lead generation tool in a financial professional’s marketing arsenal. But in today’s fast-moving landscape, a generic approach simply won’t cut it. If you want to attract high-quality prospects and convert more clients, it’s time to upgrade your…

IAMS Life and Annuity academy for financial advisors

Don’t Settle for Average

Average advisors get average results. But if you’re in this business to win — to grow faster, close bigger cases, and serve clients at the highest level – then it’s time to level up. That’s exactly what the IAMS Life & Annuity Academy for financial advisors was built for. No fluff. No filler. Just three…

Advisor beating the summer slump

Break Out of the Summer Slump

Summer is often considered the slow season for financial professionals. Clients are out of office, families are focused on vacations, and major marketing events like tax season and Medicare AEP feel far off. But that lull in activity? It’s actually a golden opportunity. When competitors go quiet, you can stand out. Off-holiday marketing – built…