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Advisors’ Resource Blog

IUL Policies Can Benefit Clients of Almost Any Age

IUL Policies Can Benefit Clients of Almost Any Age

One of the most popular questions I get is “What is the best age for a client to purchase an IUL policy?” I always respond the same way, “It can be advantageous at any age, depending on the situation.” Let’s go through the main scenarios where I see Indexed Universal Life insurance policies being used. Read More…

How You Can Turn More Workshop and Seminar Attendees into Clients

How You Can Turn More Workshop and Seminar Attendees into Clients

I don’t think there’s a workshop PowerPoint on the planet that directly results in sales of financial products. So far, I’ve never seen a financial presentation end with the presenter passing out applications for financial products and attendees getting out their checkbooks to buy. A solid workshop will result in the right fit prospects raising their hands to meet with you. Read More…

These 7 Reasons are Why Top Producers Have More Success

These 7 Reasons are Why Top Producers Have More Success

During the more than 20 years I’ve been in the financial services industry, I’ve been fortunate to meet hundreds upon hundreds of financial advisors and insurance agents across the country and in various stages in the business. From the eager newbies to the sage veterans, I’ve visited with them all and here are the seven reasons I’ve found that top producers have more success in the business. Read More…

Bond Alternatives You Could Use to Strengthen Your Clients' Portfolios

Bond Alternatives You Could Use to Strengthen Your Clients’ Portfolios

In the past, financial advisors have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial advisors what a well-balanced portfolio of stocks and bonds looks like, you’ll likely get 50 different answers. 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 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.






Services

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!