Ascend to the Top

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.…

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Ascend 2023 – Your Portal to Success

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…

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Happy Christmas holidays. Santa's Helper delivering holiday presents for children, panorama

Holiday Marketing Tips

The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal.…

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The SPL Alternative

The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others simply do not want to accept that a time may come when they can no longer live independently. But the truth is nearly 70% of Americans will need long-term care at some…

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