Year-End-Planning-Email-Header2

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.