June 1st marks the start of Annuity Awareness Month. IAMS has been working diligently to advocate for and provide education about the use of annuities as a sustainable retirement vehicle. Those efforts are beginning to pay off in a big way. In conjunction with our partners at NAFA (the National Association for Fixed Annuities), IAMS…
Seminars and workshops have been the cornerstone of new business for many in the financial industry. A room full of engaged prospects, ready and willing to hear how you can help them reach their goals can create multiple opportunities. Then the Covid-19 pandemic pulled the rug out from underneath this valuable marketing tactic. More than…
Content that resonates with your audience is one of the keys to successful marketing. The social media team at the AARP put this Marketing 101 lesson to use recently with a campaign that turned (or banged) a few heads. In early March, the organization took to social media to celebrate the 35th anniversary of “Master…
More than a year into the COVID-19 pandemic, life insurance activity in the U.S. continues to grow. According to a study published in March of this year by MIB Group, Year-over-Year activity in life insurance applications is up by +7.3% and Year-to-Date activity grew by +5.5%. These figures track with the growth the industry saw…
The Biden administration has signaled the first major federal tax increase in nearly 30 years. The hike is expected to come in the next economic package, a follow-up to the $1.9 trillion COVID-19 stimulus act. According to Bloomberg, increases in corporate tax rates and individual rates for high earners will be included in the package.…
The Facebook advertising platform is changing again. The latest move sees the social media giant usher in its newest ad classification – Facebook Special Ad Category. Ads that fall under any of these special categories are subject to additional restrictions. The most significant of these involve your audience targeting options. While in practice, placing a…
Upcoming changes to Apple’s app policies will have a significant impact on your social media marketing plans. The changes are expected as soon as this month, when the iPhone maker updates its iOS 14 operating system. The update involves a new feature that will prompt users to give an app permission to track their activity.…
When it comes to social media marketing, most advisors gravitate toward Facebook and LinkedIn. And for good reason. Among the laundry list of social networks, these are arguably the most relevant options to our industry. But that doesn’t mean Facebook and LinkedIn are your only options. Once part of the “Big Three,” Twitter remains a…
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…
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…
