Young happy woman hiker successful on mountain peak summit in winter mountains. Climbing inspiration and motivation, beautiful landscape. Fitness healthy lifestyle outdoors on snow in Himalayas, Nepal.

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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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.…


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…

Happy economists discussing documents with financial data

Long-Term Care Insurance Awareness Month

November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuity in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…