Overcoming the Summer Slump
Marketing tips that will help you strengthen your brand, build an online following, and reach more prospects during the slow summer months
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Elevate Your Business
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…
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Boost Your Annuity Sales Now
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…
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Annuity Awareness Month Marketing Tips
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…
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Seven Ways To Enhance Your Email Marketing
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,…
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Underutilized Sales Opportunities
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…
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Mastering Client Communication
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…
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Marketing for Disability Insurance Awareness Month
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…
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A First Look at the New DOL Fiduciary Rule
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.…
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It’s Time For The Tax Planning Conversation
Tax day has come and gone. Whether tax planning is among your specialized services or not, you should at least be discussing the impact taxes will have on your clients’ retirement income. The tax-planning conversation can also be a useful prospecting tool. The question is, are you leveraging this opportunity? You are already aware of…
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