Influencer marketing might not seem like a natural fit for financial services, but it’s rapidly becoming a powerful tool for building trust and growing your business. While traditionally associated with lifestyle brands or retail, influencer marketing is making waves in professional industries, including financial advising. Why Influencer Marketing Works in Financial Services Practical Tips for…
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The new year is here, bringing fresh opportunities to reimagine your potential and redefine success. It’s not just about setting goals—it’s about shifting perspectives, embracing innovation, and committing to a vision of growth that takes your business to the next level. What Does It Mean to Level Up? To level up is to push beyond…
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Underwriting can be overwhelming and convoluted. Here at IAMS we know that the clients you protect have their own unique histories that often present Underwriting challenges. With so many options available, knowing where to start can be daunting. Let IAMS remove the mystery and help you choose the right carrier the first time. Contact Andrea…
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As we turn the page on 2024, one word stands out: perseverance. This past year brought its share of challenges, from unpredictable market conditions to rapidly evolving client expectations. Yet, for those of us in the financial industry, success wasn’t just about weathering the storm—it was about pushing forward with grit and determination. Lessons from…
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Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For financial professionals specifically, there are a few trends and tactics that…
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The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prepare for the beginning of the new year? While…
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Social media continues to shape how producers connect with clients. As we move into 2025, the digital landscape is evolving rapidly, with new tools, strategies, and trends emerging at a pace that can be hard to keep up with. However, staying on top of these changes is essential to grow business, attract new clients, and…
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This is the time of year when most entrepreneurs are fully engaged in holiday marketing campaigns. The next few weeks will see businesses hitching themselves onto Black Friday, Cyber Monday, and other year-end sales wagons. However, there is another, often-overlooked event coming up that is also worthy of your attention – Small Business Saturday. The locally-focused…
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When it comes to long-term care insurance, many producers focus their efforts on individual consumers. Understandable, given the value of LTCI in the face of rising long-term care expenses. However, it would be a mistake to overlook small businesses. Many business owners may not be aware of how long-term care insurance can be used to…
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The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others do not want to accept that a time may come when they can no longer live independently. However, the truth is that nearly 70% of Americans will need long-term care at some…
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