More than half of American workers are planning to work during retirement. That’s according to a recent study published by the nonprofit Transamerica Center for Retirement Studies. Nearly 6,000 people responded to the survey. The study found that 55% of those surveyed think they will need to remain in the workforce after reaching their retirement…
Your yearly marketing plan should be viewed as a living document. While it should have a solid foundation that clearly states your goals and the means to achieve those goals, your plan should also be flexible with room for changes as needed. The transition from one quarter to the next is a good time to…
Language is a powerful tool in your interactions with clients. The best solutions and products will not matter if you are not using the right language to sell them. Some advisors are naturally great at conveying meaning and clearing production with clients, while many others do not realize how they speak may be negatively impacting…
In today’s competitive marketplace, establishing credibility and trust is crucial for success. Clients seek advisors who are seen as experts, leaders, and trusted sources of information. Building thought leadership not only enhances your professional reputation but also attracts new clients and differentiates you from your competitors. Successful producers will explore these strategies that can help…
The relationship between you and the client is one of your most important assets. Focusing on loyalty and long-term engagement will almost always pay off more than “turn-and-burn,” sales-focused approaches. This is especially true today when people value experience, communication, and personality. Not only do they value these attributes, but they have also come to…
Nearly every producer we work with here at IAMS uses some form of social media marketing. Maintaining an active presence on platforms like Facebook, LinkedIn, and even Instagram is vital for fostering your relationship with existing clients and name recognition. That said, the real value of social media lies in the opportunity to reach new…
IAMS’ first in-person Life and Annuity Academy of 2023 isn’t in the books yet, but we’re already planning the next event. Those who won’t be attending the April Academy in Des Moines have a second chance coming right around the corner. In June, we are opening the doors of our Omaha office to a group…
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…
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…
