Lead with clarity they can see Tax season may have passed, but the window for impactful tax planning is wide open. As an advisor, you’re well aware of how taxes influence your clients’ financial strategies. Yet, many clients remain unaware of the impending changes that could significantly affect their retirement plans. The Looming Tax Landscape…
Details
Make Market Volatility Work for You If there’s one thing dominating the financial conversation in 2025, it’s uncertainty. After years of economic whiplash – from pandemic recovery and surging inflation to aggressive Fed hikes and now geopolitical instability – investors are running low on confidence. Right now, inflation has cooled off from its peak but…
Details
Wall Street’s been sending mixed signals, but one thing is crystal clear: retirement accounts are taking a beating. Between market volatility, looming trade wars, and ongoing uncertainty, many Americans – perhaps your clients included – have seen double-digit losses in their 401(k)s and IRAs—and they’re starting to panic. For advisors, this is a critical moment.…
Details
Underwriting can be overwhelming and convoluted. Here at IAMS, we know that 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…
Details
A major opportunity is on the horizon for financial advisors: a significant wave of fixed-rate annuity maturities. According to Morgan Stanley analysts, an estimated $70 billion in fixed-rate annuities are set to mature between 2025 and 2027. For advisors, this presents a prime moment to engage clients, review their portfolios, and provide guidance on reinvestment…
Details
While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. These are your whales: The high-value prospects that could take your practice to the next level, either through career cases or lucrative lifetime planning opportunities. Because of their stature and the difficult nature of…
Details
For most people, tax season is about filing returns and hoping for a refund. However, for financial professionals, a client’s 1040 form is more than just a tax document—it’s a roadmap to uncovering hidden opportunities. By analyzing a client’s tax return, you can identify gaps in retirement planning, tax inefficiencies, and areas where additional protection…
DetailsUnderwriting can be overwhelming and convoluted. Here at IAMS, we know that 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…
Details
Every top producer has a turning point: A moment when they gain the right knowledge, the right strategies, and the right connections to take their business to the next level. For many financial professionals, that moment happens at IAMS Academy. Imagine walking into a room filled with the industry’s best. Not just top carriers and…
Details
If you’ve been following the FCC’s recent moves, you may have heard about the now-defunct 1:1 transparency rule under the Telephone Consumer Protection Act (TCPA). This rule was set to go into effect in 2025 and would have required businesses—including financial advisors and insurance agents—to obtain individual, seller-specific consent before contacting prospects via phone calls or texts. But on January…
Details