To help you finish the year strong and reach new heights in 2021, IAMS has prepared a complimentary Year-End Planning Sales Package.
The Year-End Planning Sales Package Includes:
- New Year Revitalization Guide
- Learn how to properly evaluate your year, how to create an effective marketing plan, why production isn’t the only indicator for success and more.
- CARES Act and Retirement Accounts Guide
- Learn relevant and time-sensitive provisions of the CARES Act that impact retirement accounts and could open you to new opportunities.
- Consumer-Facing Year-End Financial Planning Checklist
- Capture a wealth of revealing details from your prospects and clients to identify their planning needs.
Submit your information here or call 800.255.5055
to request this complimentary kit.