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…
In a business built on trust, your strongest marketing tool isn’t an ad or a pitch; it’s a story. The story your clients tell about their experience with you. The story your team shares about your mission. These narratives don’t just describe your brand—they build it. When clients see themselves in the success of others,…
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…
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…
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…
You know that annuities can play a valuable role in a client’s retirement strategy. But do your clients and prospects? With features like tax deferral and principal protection, they offer unique advantages, but their complexity often leads to misunderstandings or misplaced fears. It’s crucial that your clients fully grasp how annuities work and dispel common…
As today’s investors face rising interest rates, lingering volatility, and growing uncertainty about retirement income, annuities are gaining renewed attention—and rightfully so. They offer something few financial instruments can: guarantees. But unlocking their full potential takes more than knowing the products. It takes a shift in mindset, a strategy rooted in education, and a long-term…
As we approach the halfway mark of the year, now is the perfect time to pause, reflect, and reset your marketing strategy. A quick mid-year review can help you finish strong — or make course corrections before Q3 sneaks up on you. Here are three key areas to focus on: Are Your Campaigns Converting? Marketing…
Disability income insurance is perhaps one of the most overlooked, yet most valuable financial products available today. While many Americans insure their homes, vehicles, and even smartphones, few adequately protect their most important asset: their ability to earn a living. According to the Social Security Administration, 1 in 4 of today’s 20-year-olds will experience a…
If you’ve scrolled LinkedIn or flipped on the news lately, you’ve likely seen the headlines: Layoffs are sweeping across tech, retail, and even white-collar sectors once thought to be recession-proof. According to WARN Tracker, tens of thousands of workers are being displaced each month. While the human impact is the most important concern, there’s a…
