Strategies for Addressing Annuity Concerns
Marketing tips to help advisors write more business by overcoming some of the most common annuity objections and misconceptions.
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CD Renewal vs Replacement
April is one of the biggest months for CD renewals. Despite low returns, untold amounts of money will roll back into CDs. This means lower spending power for those who rely on CDs for savings vehicles. So why are so many consumers willing to renew rather than replace? Reasons for Renewal Simply put, it’s convenient…
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April is CD Replacement Month
April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The event left an impact that can still be felt decades later. As…
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Empowering Professional Growth with IAMS
In the intricate and evolving landscape of financial services, knowledge is power. Understanding the nuances of this industry and how to operate within it requires not just expertise but continuous learning and development. This is the driving force behind the IAMS Life & Annuity Academy. As IAMS’ first in-person event of 2024, the Academy brings…
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Spring into Financial Literacy Month
For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better today. Inflation is still impacting consumers and the upcoming election could result in an unpredictable economic outlook. Now more than ever, people need accurate and trustworthy financial advice. This is where you come in. Most of you…
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Three Ways to Leverage Your Website
A website is among the most valuable marketing tools an agent or advisor has at their disposal. As the “digital face” of your brand, it’s where consumers will form their first impression of your business and the potential value you can provide. The primary purpose of your website should be to help attract new clients…
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Tax Review Opportunities for your Clients and Prospects
Tax season is upon us. While it is unlikely you will be processing your client’s taxes, there are opportunities to be found within their tax return. Those tax returns tell a story. This snapshot of last year’s financial activity is a great resource that advisors can use to help write the next chapter: One that…
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Branding Your Business
Branding is one of the most important aspects of your business. Your brand is how people recognize, identify with, and perceive your company. In marketing terms, a brand is typically defined as a “concept that helps people identify a particular company, product, or individual.” A brand is more than a logo and slogan. These are…
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Insure Your Love & The Power of Emotional Marketing
February kicks off the Insure Your Love life insurance marketing campaign. Put together annually by the non-profit organization Life Happens, Insure Your Love connects to sentiment surrounding Valentine’s Day to raise awareness about the value of life insurance products. Each year brings a new approach to the Insure Your Love campaign. Over the years we’ve seen everything from a tear-jerking father/daughter…
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New Year, New Ideas
The last few years have taught us the value of adaptation. Inflation, rising interest rates by the Fed and market volatility have all forced producers to stay ahead of the curve and think outside of the box to maintain a steady book of business. Selling in this landscape requires incorporating new ideas and tactics. As…
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