With the coronavirus outbreak impacting operations all across the country, we here at IAMS, Inc. felt it would be good to offer a space to roundup carrier updates and process changes. Check here often and as always, if you have any questions, please reach out at 1.800.255.5055. AIG Updated Underwriting Information Effective Monday, January 11,…
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Tax season is upon us. While it is unlikely you will be handling your client’s taxes, there are opportunities to be found within their tax returns. Those tax returns tell a story. This snapshot of last year’s financial activity is a great resource that advisors can use to help write the next chapter, one addressing…
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The U.S. Department of Labor’s new “Fiduciary Rule” went into effect on Tuesday, February 16th. The “Improving Investment Advice for Worker & Retirees,” an exemption for investment advice fiduciaries, was published in the Federal Register in December 2020 and was not delayed by the Biden Administration. According to a press release from Deputy Assistant Secretary…
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In January, videogame retailer GameStop took over the news cycle when a group of online investors triggered a massive surge in the company’s stock value. The short squeeze saw a 1,500% rise in GameStop’s share price over a two-week period before dropping back down in recent days. Of course, that’s the short and simple version…
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We’re two weeks removed from Ascend, IAMS’ first-ever virtual kick-off event. Looking back, 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. Among the event’s main focal points was one we can all benefit…
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February kicks off the Insure Your Love life insurance marketing campaign. Put together annually by non-profit organization Life Happens, Insure Your Love connects to sentiment surrounding Valentine’s Day in an effort to raise awareness about the value of life insurance products. Each year brings a new theme to the Insure Your Love campaign. Last year’s…
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Content marketing is a valuable and effective method of consumer engagement, outpacing the traditional strategies many businesses have come to rely upon. Research has shown the majority of internet users would rather learn about a product or service through content versus traditional (print, TV, radio) advertisements. Chances are, most of you are already engaged in…
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While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. Your whales. These are the prospects that could take your practice to the next level, either through career cases or high-value lifetime planning opportunities. Because of their stature and the difficult nature of converting…
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The last several months have taught us the value of adaptation. An unprecedented 2020 has ushered in an unpredictable 2021. Producers need to stay ahead of the curve and think outside of the box in order to maintain a steady book of business. Selling in our new landscape requires incorporating new ideas and tactics. How…
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Social media never stands still. Internal changes, such as ad restrictions and revised targeting metrics, and shifts in user demographics can impact your social campaigns. To help you prioritize your 2021 social media marketing plan, we take a brief look at three of the most commonly used platforms and discuss the value each carries for…
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This is the time of year when most entrepreneurs are fully engaged in holiday marketing campaigns. The next few weeks will see businesses hitching themselves onto the Black Friday, Cyber Monday, and other year-end sales wagons. However, there is another, often-overlooked event coming up that is also worthy of your attention – Small Business Saturday. The…
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