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…
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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…
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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…
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Aug. 6, 2025 FOR IMMEDIATE RELEASE Insurance Agency Marketing Services, Inc., and American Elm Distribution Partners Announce Strategic Partnership to Expand Access to Structured Annuities IAMS further expands its financial services distribution platform with majority interest acquisition of wholesale broker-dealer to serve professional RILA product needs Omaha, Neb. and Portsmouth, N.H. – Insurance Agency Marketing…
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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,…
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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…
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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…
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Underwriting can be overwhelming and convoluted. We know the clients you protect have their own unique histories that often present underwriting challenges. With so many options available, knowing where to start can be daunting. Let IAMS remove the mystery and help you choose the right carrier the first time. Contact Andrea the next time you’ve…
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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…
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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…
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