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…
Details
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…
Details
As today’s investors face rising interest rates, lingering volatility, and growing uncertainty about retirement income, annuities are gaining renewed attention—and rightfully so. They offer something few financial instruments can: guarantees. But unlocking their full potential takes more than knowing the products. It takes a shift in mindset, a strategy rooted in education, and a long-term…
Details
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…
Details
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…
Details
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…
Details
Disability income insurance is perhaps one of the most overlooked, yet most valuable financial products available today. While many Americans insure their homes, vehicles, and even smartphones, few adequately protect their most important asset: their ability to earn a living. According to the Social Security Administration, 1 in 4 of today’s 20-year-olds will experience a…
Details
If you’ve scrolled LinkedIn or flipped on the news lately, you’ve likely seen the headlines: Layoffs are sweeping across tech, retail, and even white-collar sectors once thought to be recession-proof. According to WARN Tracker, tens of thousands of workers are being displaced each month. While the human impact is the most important concern, there’s a…
DetailsUnderwriting 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…
Details
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