IAMS Doing Business Virtually Guide


Difficult times call for innovative and immediate solutions. The COVID-19 pandemic has forced agents and advisors to take a different approach to the way they conduct business.  The “new norm” of working remotely leaves financial professionals unable to meet face-to-face with clients. However, the current state of the market means your services are vital to those saving for retirement.

This brings two questions to mind:

  • How do you adapt to the new situation?
  • How can you effectively engage clients and prospects during this time?

The IAMS Doing Business Virtually guide answers those questions for you. This free guide gives an overview of several ways you can continue doing what you do best:

  • Digital Tools
  • Video Conferencing Tips
  • Submitting Business Digitally
  • Digital Marketing Solutions

Submit your information here to download your guide or call us 800-255-5055!

Submit your information to download your Doing Business Virtually guide