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Advisors’ Resource Blog

Is It Time to Retire the

Is It Time to Retire the “Rule of 100”?

A basic principle of investing is that you should gradually reduce your exposure to risk as you get older. Generally speaking, a younger investor has a longer time horizon and therefore can absorb more short-term investment risk. An older investor has a shorter time horizon and therefore doesn’t have as much time to absorb short-term investment risk. Read More…

Why IUL Works for Your Clients Today and Tomorrow

Why IUL Works for Your Clients Today and Tomorrow

Today with so many carriers and marketing organizations jumping on the Indexed Universal Life (IUL) bandwagon, it’s hard to believe that the product was actually introduced to the market in 1997. Back then, forward-looking insurance companies were trying to find ways to make their fixed insurance products more attractive. Read More…

Why and How Financial Advisors Should Fire a Client

Why and How Financial Advisors Should Fire a Client

“You’re fired!” is something most financial advisors would never think of saying to one of their clients. Advisors are often afraid to let a client go, but there are times that they should. Let’s look at the main reasons why you should fire a client and how to do so in a professional way. Read More…

Selling to Younger Prospects in the Age of Technology

Selling to Younger Prospects in the Age of Technology

Selling across demographic lines has its challenges. Selling to younger prospects can be difficult because this segment of society grew up during a different time and have a far different view of the world than those that came before them. The differences make this sales environment more challenging. Let’s discuss the two main reasons it is far more challenging to sell to younger generations. Read More…

 

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Our Philosophy

Why AMZ Financial?

AMZ Financial’s foresight and leadership helped usher in today’s hottest insurance product — Indexed Universal Life (IUL). Our pioneering moment came in 1999 when the stock market was booming and everyone thought stocks could only go up, we chose to focus on IUL because we believed this product would transform the way people protected their families and saved for retirement. We continue to believe that clients will flock to IUL because it provides:



Absolutely no stock market losses • Fair market-linked returns
Protection of principle • Premium flexibility • Tax-free income distributions
Liquidity without tax penalty prior to age 59


These key features and benefits — along with our understanding of independent insurance distribution and actuarial product development — allowed AMZ Financial to become known as the IUL experts.

AMZ Financial cares about good, honest and ethical advisors who want to enrich the lives of their prospects and clients. We appreciate that they give back to the communities they serve and make a profound impact — personally and professionally — upon those in which they come in contact. Our best advisors are good people who just happen to be in the financial services industry.

If you’re a financial professional who believes your client is at the center of everything you do, we want to work with you. If you accept that your role involves finding creative and suitable financial solutions for your client’s money — regardless of how the solution compensates you — you’ll find that our values are aligned.

Leadership

IUL has been the fastest growing life product over the past few years representing almost 30% of all fixed insurance sales. We’ve proven our expertise by developing nine top-selling IUL products. Recently, AMZ Financial captured the industry’s first patent-pending design feature that cuts insurance costs by 30% while increasing cash values by 50%, dramatically helping clients get more out of their IUL policy. No other Independent Marketing Organization that promotes IUL can claim the pioneering spirit, product development expertise, proven production, distribution reach and overall product knowledge.






Prospecting

Many financial professionals believe they will grow their business if they just see more prospects. We agree that growth comes from generating a steady stream of prospects. However, prospecting is just one piece of your overall success. You need those leads to convert into clients. By using our proven planning process called Consistent Advisor we can help show you how to lead your ideal prospects to make decisions, take action, become clients and generate referrals.

Click here for all Prospecting Programs.






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Practice Management

Prospecting 365

Start email marketing year-round. Nurture Your Prospects. Make More Sales. Prospecting 365 automates your marketing, prospecting and client management efforts 365 days- a-year. With this program you stay in constant contact with your leads, prospects and clients.

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Selling 180

If you want to be a successful financial professional in today's environment, you need to consider transitioning from a pure product presentation to a comprehensive, nontraditional sales approach. Selling 180 flips the old-school selling styles and instead incorporates the secrets used by the world's most successful sales people.

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Consistent Advisor

See Exactly How We GUARANTEE to Double Your Sales in Less Than 12 Months. Consistent Advisor coaches you step-by-step through the field-tested and proven processes to run a thriving financial practice. We even throw in a complete branding package that includes a logo.

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Reach out to us

Do you have any questions or concerns? Are you an independent insurance agent looking for guidance?

Contact us!