Financial advisors reviews alternatives to CDs

CD Renewal vs Replacement

April is one of the biggest months for CD renewals. Despite low returns, untold amounts of money will roll back into CDs. This means lower spending power for those who rely on CDs for savings vehicles. So why are so many consumers willing to renew rather than replace? Reasons for Renewal Simply put, it’s convenient…


April is CD Replacement Month

April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The event left an impact that can still be felt decades later. As…

Financial advisor Sitting in a Crowded Room on a Training Program.

Empowering Professional Growth with IAMS

In the intricate and evolving landscape of financial services, knowledge is power. Understanding the nuances of this industry and how to operate within it requires not just expertise but continuous learning and development. This is the driving force behind the IAMS Life & Annuity Academy. As IAMS’ first in-person event of 2024, the Academy brings…

Shot of two adorable little girls dressed as businesspeople sitting in an office and counting money.

Spring into Financial Literacy Month

For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better today. Inflation is still impacting consumers and the upcoming election could result in an unpredictable economic outlook. Now more than ever, people need accurate and trustworthy financial advice. This is where you come in. Most of you…

Businesswoman hand placing or pulling wooden Dominoes. Business, Risk Management,

Branding Your Business

Branding is one of the most important aspects of your business. Your brand is how people recognize, identify with, and perceive your company. In marketing terms, a brand is typically defined as a “concept that helps people identify a particular company, product, or individual.” A brand is more than a logo and slogan. These are…

Creative writing at home by female hands enjoying a calm, peaceful day off indoors. Woman making notes in a journal, expressing her feelings and thoughts while making a note of a personal experience

Insure Your Love & The Power of Emotional Marketing

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 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 a tear-jerking father/daughter…