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Advisors’ Resource Blog

3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes. Read More…

The 7 Best Sales Techniques for Financial Advisors and Insurance Agents

The 7 Best Sales Techniques for Financial Advisors and Insurance Agents

The selling landscape has changed. Going door to door and cold calling to sell financial products is not as effective as it once was. So what should financial advisors and agents do to increase their sales? Read More…

Top 10 Advisors' Resource Blog Posts This Year

Top 10 Advisors’ Resource Blog Posts This Year

These are the most viewed posts from the Advisors’ Resource Blog this year. Take a look and see if you missed any of these great articles! If you want to read our new blog posts every week, subscribe to our email updates to get each post in your inbox. Read More…

How Financial Advisors Can Find More Leads

How Financial Advisors Can Find More Leads

One of the most common questions I get from advisors is “How can I find more leads”? You need to first evaluate the lead generation methods you currently use and improve them, or select alternative ways to market your business. 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 is the only independent marketing organization with a proven track record in developing and distributing Indexed Universal Life products. To date, we have developed 10 products with the industry's most recognized life insurance carriers.

AMZ Financial also 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 ten 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.






Services

Enhancing Your Practice

Prospecting 365

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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My First Take

My First Take

As a contracted producer with AMZ Financial, we provide you with up to 10 custom-created professional videos you can use either on your website or social media accounts. This valuable service will elevate your website and social media profile ... and we provide it all at no cost to our producers.

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Consistent Advisor

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!