When it comes to marketing, consistency is key. Prospects typically need to interact with your brand/message between 5 – 12 times before they act upon your call to action. And you should engage your existing clients at least once every 30 – 60 days. The question is, do you have a good reason to make…
Marketing tips that will help you strengthen your brand, build an online following, and reach more prospects during the slow summer months
IAMS’ first in-person Life and Annuity Academy of 2024 was barely a month ago, but we’re already planning the next event. Those who couldn’t attend the May Academy in Des Moines have a second chance coming right around the corner. In July, we are opening the doors of our Omaha office to a group of…
Annuities have been a hot commodity as of late. Fueled by market volatility, consumers in 2023 spent roughly $385 billion on annuities. That marks a 23% increase from last year’s sales figures. That momentum is not showing any signs of slowing down. LIMRA is projecting that annuity sales in 2024 are well on pace to…
June is designated as Annuity Awareness Month, a campaign that serves to educate consumers on, you guessed it, annuities. Use this time to start the conversation with clients and prospects about how an annuity might help their retirement goals. Two big features of an annuity your clients might find appealing are: Of course, some consumers…
The average office worker receives more than 120 emails a day. Many of them are flagged as spam, which is exactly what you want to avoid if you expect any return on your email marketing campaigns. As inboxes become more inundated, email campaigns need to become more focused and more relevant to stand out. Unfortunately,…
As a producer, you know that seizing every sales opportunity is crucial for growth and success. Yet, even the most diligent among us can miss valuable prospects hidden in plain sight. While traditional methods of client acquisition are essential, there are often overlooked avenues that can significantly enhance your client base and revenue streams. Keep…
Client communication is vital to a successful business Effective client communication lies at the heart of successful financial advisory relationships. As a financial advisor, your ability to build trust, maintain regular contact, and convey complex financial concepts in a clear and understandable manner is crucial. Here are some proven tips and best practices to elevate…
Disability insurance is perhaps one of the most overlooked, yet valuable, products available to consumers. According to the Council for Disability Awareness, roughly 51 million working adults will have nothing but Social Security to rely upon should an injury or medical condition leave them unable to work for an extended period of time. Those who…
The US Department of Labor announced this week that the new fiduciary rule, first revealed late last year, will indeed take effect in the coming months. This is in the face of fierce pushback from the insurance industry due to how dramatically it will impact how independent advisors do business with any qualified money sales.…
