More than financial products—solutions.
   
 
 
             
 

 

Sales & Marketing

You’ll find easy-to-use tools for managing your client relationships, plus timely information updates and Continuing Education materials. Browse Marketing Central for everything you need to successfully Sell, Connect and Commit to your clients and prospects. Visit the value-added Sales section for incentives, promotions and archived materials.

Sales
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  Top Producer Incentives
Are you producing at the Gold, Silver, or Bronze level? Learn about our exclusive program available only to our top producers.
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Preview upcoming webinars and access archived presentations.

 
  CE Credits
IMS offers state-required CE credits in all 50 states and the District of Columbia.
  Weekly Promotions
View our weekly email and sign up for future promotional emails.
 
  Referral Cash
Earn up to $1,000 extra this year by referring writing agents to IMS.
  E&O Insurance
Apply for a discounted Errors & Omissions Insurance with your affiliation through Investors Marketing Services.
 
  E-Newsletters
The official publication of IMS, Strength and Balance, keeps you current on the latest news and trends.
  Kits
Sell, Connect and Commit– it’s all here. Find out if you qualify for any of our business building packages.
 
  Webinars
View our upcoming webinar descriptions and look at past IMS sessions.
     

Marketing Central
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  Print Shop
Order personalized full-color direct mail campaigns or note cards to keep in touch with your clients.
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Reach out to the best prospects and generate leads with a higher level of precision and accuracy.

 
  Client Headquarters
Take advantage of our captivating presentations while staying in touch with current clients or branching out with our sales and prospecting letters.
  Seminars
Retain exsisting clients and grow your practice by hosting educational seminars. See our amazing offers from Emerald Publications.
 
  Custom Logos
Attract more clients, brand yourself, and be more memerable. All reasons why small business' should have a company logo. Do you?
  Agent Websites
Communicate with clients and prospects around the clock. Select from a variety of sites and add your personal touch.
 
  Client Newsletter
Stay within reach. Give your clients Finra reviewed monthly or quarterly newsletters. Add this effective tool to your client retention strategy today!
     
   

Check This Out rule

Make sure you’re up to date on all the annuity rates before you head out into the field. Check out our newly redesigned rate sheets for a quick reference to today’s product rates!
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Worth Millions
SHEP BECKER

A prospective agent called in to discuss a client who was looking to renew a CD at a rate under 3%. After reviewing the benefits of using a MYGA, the agent was able to secure an annuity rate of 5.1%. Over time this agent attained $10,000,000 in assets under management as well as a great working relationship from his client.
 
             
 

168 Centre Street, Danvers, Ma 01923. Copyright © Investors Marketing Services, Inc. 2008. All rights reserved.
For Financial Professional Use Only - Not For Use With the Public.