We have covered the history of CD replacement month at great length here at Marketing Corner. Traced back to the October 19, 1987 “Black Monday” stock market crash, this marketing opportunity comes around every April and October due to the product’s 6- and 12-month renewal periods. As a financial professional, you’re probably already familiar with…
The age-old adage “steel sharpens steel” illustrates how, by surrounding ourselves with greatness, we too can achieve greatness. This is the driving force behind the IAMS Life & Annuity Academy. As IAMS’ first in-person event of 2023, the Academy brings together experts in the financial services space, including top producers, carriers, and industry leaders, to…
Tax season is upon us. While it is unlikely you will be handling your client’s taxes, there are opportunities to be found within their tax returns. Those tax returns tell a story. This snapshot of last year’s financial activity is a great resource that advisors can use to help write the next chapter, one addressing…
At its core, Capital Transfer is the process of transferring a client’s assets to their beneficiaries in the most tax-efficient manner possible. Because they are allowed an unlimited transfer of assets to a spouse, Capital Transfer typically revolves around the transfer of assets to the next generation. Life insurance is a very common tool used…
Professional development is paramount to success. This applies to any line of work, especially to those in the financial services space. This has always been a fast-paced industry, but the past few years have thrown more wrenches into the proverbial gears than any of us have seen in a long time. Market volatility. Concerns of…
Selling financial products and services can be challenging. The process of turning a newly identified lead into a loyal client involves multiple factors. Everything from your initial marketing touches to the way you come across during personal interactions can, and will, influence the consumer’s final decision. One of the biggest factors at play here is…
February kicks off the Insure Your Love life insurance marketing campaign. Put together annually by the non-profit organization Life Happens, Insure Your Love connects to sentiment surrounding Valentine’s Day in an effort to raise awareness about the value of life insurance products. Each year brings a new approach to the Insure Your Love campaign. Over the years we’ve seen everything from…
The last few years have taught us the value of adaptation. Pandemic recovery, inflation, and market volatility have all forced producers to stay ahead of the curve and think outside of the box in order to maintain a steady book of business. Selling in our new landscape requires incorporating new ideas and tactics. As we…
Ascend 2023 is officially in the books. IAMS’ third-annual virtual kick-off brought some of the top experts in the financial industry together in one place; we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics.…
IAMS third-annual virtual kick-off event is right around the corner! Ascend 2023 brings together some of the best minds in the financial services space, and covers industry news, marketing strategies, sales concepts, and much more. Last week’s Marketing Corner introduced you to this year’s featured speakers. These three industry leaders – Nobel Prize winner Robert…
