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Advisors’ Resource Blog

Don't Let Prospects Stall with the Excuse

Don’t Let Prospects Stall with the Excuse “After the Holidays”

The holidays are right around the corner and in sales that means one thing: stalls. All of the salespeople that came before us didn’t do us any favors by accepting the “call me after the holidays” excuse from prospects. During this time of the year, it’s the go-to stalling method for prospects. Read More…

Department of Labor Fiduciary Rule Update

Department of Labor Fiduciary Rule Update

The Department of Labor (DOL) filed a notice with the Office of Management and Budget (OMB) regarding the delay of the Fiduciary Rule’s Exemptions’ Transition Period. The notice is titled “18-Month Extension of Transition Period and Delay of Applicability Dates; Best Interest Contract Exemption; Class Exemption for Principal Transactions; PTE 84-24”. Read More…

The First Step of Social Media Marketing for Financial Advisors

The First Step of Social Media Marketing for Financial Advisors

One of the biggest untapped opportunities for you as a financial advisor or agent today is leveraging all the technological advances available to you such as social media marketing, video production services and web-based leads. To be successful in today’s technology driven world, you need to have a compelling online presence for your financial services business. Read More…

Why Many IMOs Have Earned a Bad Reputation

Why Many IMOs Have Earned a Bad Reputation

I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym “IMO” like it’s a swear word? 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

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!