If you’ve been following the FCC’s recent moves, you may have heard about the now-defunct 1:1 transparency rule under the Telephone Consumer Protection Act (TCPA). This rule was set to go into effect in 2025 and would have required businesses—including financial advisors and insurance agents—to obtain individual, seller-specific consent before contacting prospects via phone calls or texts. But on January…
Details
February isn’t just about chocolates and roses—it’s also a time to remind clients why life insurance is the ultimate act of love. That’s the core message behind the Insure Your Love campaign, an annual initiative to emphasize the importance of life insurance in protecting loved ones. This campaign presents a golden opportunity for financial professionals…
Details
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…
Details
The Ascend 2025 Virtual Kickoff may have wrapped up, but the momentum doesn’t stop here! We hope you found inspiration, insights, and actionable strategies to help you elevate your business in the coming year. The event was packed with valuable content designed to equip you with the tools and knowledge necessary to thrive in an…
Details
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, signed into law in late 2022, introduced numerous changes designed to enhance retirement savings opportunities. With several provisions already in effect, a few more are set to roll out in 2025, bringing significant benefits, particularly for older Americans. As a financial planner, understanding these…
Details
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…
Details
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…
Details
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…
Details
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…
Details
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…
Details