On The Move – February 13, 2024

February 13, 2024 – Effective Date of Change National Western Life NWL® Choice Optimizer 5 25,000+ NWL® Choice Optimizer 5 100,000+ NWL® Choice Optimizer 5 CA 25,000+ NWL® Choice Optimizer 5 CA 100,000+ NWL® Choice Optimizer 7 25,000+ NWL® Choice Optimizer 7 100,000+ NWL® Choice Optimizer 7 CA 25,000+ NWL® Choice Optimizer 7 CA 100,000+ NWL® Core Dynamic 10,000+ NWL® Pro Dynamic 10,000+ Protective February…

Sales Ideas

New Year, New Ideas

The last few years have taught us the value of adaptation. Inflation, rising interest rates by the Fed and market volatility have all forced producers to stay ahead of the curve and think outside of the box to maintain a steady book of business. Selling in this landscape requires incorporating new ideas and tactics. As…

On The Move – February 6, 2024

February 6, 2024 – Effective Date of Change Allianz Life Insurance Company of North America Allianz Accumulation Advantage 20,000+ Allianz Accumulation Advantage 100,000+ The Standard Enhanced Choice Index 10 15,000+  Enhanced Choice Index 10 RJ 15,000+  Enhanced Choice Index 5 15,000+  Enhanced Choice Index 5 RJ 15,000+  Enhanced Choice Index 7 15,000+  Enhanced Choice Index Plus 10 15,000+  February 7, 2024…

Help and assistance concept. Silhouettes of two people climbing mountains and helping against the blue sky. Walk in the clouds. Discovery Travel Direction Concept

We’re Just Getting Started

The Ascend 2024 Virtual Kickoff may be over, but here at IAMS, we’re just getting started. The event brought some of the top experts in the financial industry together in one place. We consider Ascend to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered…

On The Move – January 30, 2024

February 1, 2024 – Effective Date of Change American National Insurance Company Clear Spring Life ViStar 10,000+ MYGA Delaware Life Oxford Life Insurance Company Fixed Indexed Annuity Royal Select 10,000+ Select 10 10,000+ Select 3 20,000+ Select 5 20,000+ Select 7 20,000+ Silver Select 10,000+ MYGA Royal Neighbors of America February 5, 2024 – Effective Date of Change Delaware Life Fixed Indexed…

Maybe yes? Thoughtful mature woman in formalwear sitting at the table and holding papers with yes and no on them

Exploring Behavioral Finance Bias

Selling financial products and services can be challenging. The process of turning a newly identified lead into a loyal client involves multiple factors. Everything from your initial marketing touches to the way you come across during personal interactions can, and will, influence the consumer’s final decision. One of the biggest factors at play here is…

On The Move – January 23, 2024

January 24, 2024 – Effective Date of Change EquiTrust Life Insurance Company Fixed Indexed Annuity Bridge Annuity 50,000+ Market Power Bonus Index 10,000+ Market Ten Bonus Index 10,000+ Market Value Index 10,000+ MarketFive Index 10,000+ MarketForce Bonus Index 10,000+ MarketMax Index 10,000+ MarketSeven Index 10,000+ January 25, 2024 – Effective Date of Change The Standard

Climber arrive on the summit of a mountain peak. Concepts: victory, success, achievement, triumph.

Reach the Top at Ascend 2024

We’re only a few days out from IAMS’ fourth annual virtual kick-off event! Ascend 2024 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 – “The…

On The Move – January 16, 2024

January 16, 2024 – Effective Date of Change American General Life Insurance Company Power 10 Protector Plus Income 25,000+ Power 10 Protector Plus Income 100,000+ Power 7 Protector Plus Income 25,000+ Power 7 Protector Plus Income 100,000+ AuguStar January 16, 2024 – Effective Date of Change Fixed Indexed Annuity Orbiter Growth 10 15,000+ Orbiter Growth 10 150,000+ Orbiter Growth 10 Premium…