Life Insurance Awareness Month is the perfect time to tackle one of the biggest barriers keeping families from getting the coverage they need: misinformation. Myths and misconceptions around life insurance are everywhere—and they prevent people from protecting what matters most. Let’s break down some of the most common myths and uncover the reality behind them.…
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…
Annuities are more in demand than ever—and it’s easy to see why. In a market where volatility, inflation, and longevity risks still weigh on retirees, clients want safety, income, and peace of mind. Annuities check all those boxes. But even with growing interest, objections still come up. That’s your opportunity. When you can confidently respond…
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…
Influencer marketing might not seem like a natural fit for financial services, but it’s rapidly becoming a powerful tool for building trust and growing your business. While traditionally associated with lifestyle brands or retail, influencer marketing is making waves in professional industries, including financial advising. Why Influencer Marketing Works in Financial Services Practical Tips for…
Social media continues to shape how producers connect with clients. As we move into 2025, the digital landscape is evolving rapidly, with new tools, strategies, and trends emerging at a pace that can be hard to keep up with. However, staying on top of these changes is essential to grow business, attract new clients, and…
Today’s newspapers are filled with stories that might concern people saving for, or entering, retirement. Obviously, recent months of inflation and market volatility are still hindering people’s ability to build up their nest eggs. Even hotter off the press is the March 10 collapse of California’s Silicon Valley Bank, which has not only diminished confidence…
Real-time marketing activities can show that you are a reliable source of information and assistance The last two years have seen a whirlwind of events and actions that have directly impacted consumers’ personal finances. The coming months are likely to bring more. The question is, how are you going to respond? Responding quickly to current…
Insurance Agency Marketing Services, Inc. was founded in 1986 with service to producers as the centerpiece. As Charles Heuring, co-founder and president puts it, “We felt there was a real opportunity to build an organization around the idea of making the producer feel at home.” Over the past twenty-eight years the success of IAMS has…
The NAIC has adopted the 2010 Suitability in Annuity Transactions Model Regulation and several states have taken action to adopt the same or similar requirements. Producers are now required to take two different training requirements prior to soliciting business.
