Advisors’ Resource Blog

Do Your Clients See You as a Financial Supplier or an Architect

Do Your Clients See You as a Financial Supplier or an Architect

Are you a financial services supplier or an architect? Your clients may be viewing you as one or the other. When it comes to building homes (or financial plans) the raw material supplier and the architect both play a significant role in the construction of a home. Neither is necessarily bad or good, better or worse. They have very different roles to play, and they have very different perspectives. Read More…

The Best Place to Host Your Prospecting Seminars and Workshops

The Best Place to Host Your Prospecting Seminars and Workshops

When conducting prospecting events, location selection is a vital piece of the marketing puzzle and can have a great influence on its success as well as failure. With that said, we know that the entire outcome of the event is not solely based on the location as other factors such as presentation, topic, demographics etc. are vital as well. But the location selection should not be taken lightly or discounted. Read More…

Every Financial Plan Needs a Solid Foundation

Every Financial Plan Needs a Solid Foundation

Every home needs a solid foundation. The same holds true for financial plans. When it comes to constructing a new home, one of the first crews on sight is the excavation team. They dig and lay the foundation. The foundation determines the long-term stability of the home to be built on top of it. A weak foundation results in costly, and potential irreversible, structural problems many years after the home is finished. Read More…

How the Long Term Performance of IUL Benefits Your Clients

How the Long Term Performance of IUL Benefits Your Clients

 A question some clients raise is that they’ve been told that indexed universal life policies won’t perform over the long term, in other words the policy performance isn’t as rosy as illustrated. Before AG 49, many producers over-illustrated the power of IUL, and today those new guidelines help temper some of the more outrageous claims. However, many carriers are finding unique ways to enhance policy performance by reducing the costs to buy the indexing options. 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.


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.


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!