As I talk to our independent producers, many are concerned they are leaving business on the table and missing potential client benefits by not offering managed money solutions. It’s a tough situation. Agents often specialize in selling life and annuity products, however that specialization frequently leaves them without a securities license.
A client utilizing an agent unable to offer a full array of services has their options limited. If this is the case, it’s natural to think the client may look elsewhere for advice on stocks, bonds, mutual funds, etc. and this can put the agent’s relationship with them in jeopardy. So how can someone specializing in fixed products expand their services without reinventing their business model? We built a solution.
IAMS Wealth Management was uniquely designed to suit insurance-first advisors. Our platform shortens your learning curve, our systems seamlessly integrate into your business, and our support allows you do to so without overhauling what you do. In our current regulatory landscape, it’s wise for agents to explore partnering opportunities that can reduce exposure to new regulations and protect their existing client relationships. Our solution can deliver on these needs.
As 2018 begins, keep IAMS Wealth Management in mind as you consider how you want to expand in the new year. We’ve helped dozens of producers start their book of business and multiple others transition assets over. It’d be our pleasure to help you do the same.
To learn about the various ways to get started, give us a call or request more info here.