--- title: New Year, New Business Ideas - Insurance Agency Marketing Services description: As I talk to our independent producers, many are concerned they are leaving business on the table and missing potential client benefits by not offering managed money solutions. It’s a tough situation. Agents often specialize in selling life and annuity products, however that specialization frequently leaves them without a securities license. A client utilizing an… image: https://blog.iamsinc.com/hubfs/Imported_Blog_Media/pparnxoxo-305533-unsplash.jpg --- CALL US: 800.255.5055 [Login](http://www.iamsinc.com/wp-login.php) [Facebook](https://www.facebook.com/iamsinc/) [Twitter](https://twitter.com/IAMSINC) [Linkedin](https://www.linkedin.com/organization/2128303/) [YouTube](https://www.youtube.com/user/IAMSinc) [![Insurance Agency Marketing Services](https://blog.iamsinc.com/hs-fs/hubfs/Iamsinc-September2017-Theme/Images/IAMS-Logo_240x52.png?width=240&height=52&name=IAMS-Logo_240x52.png)](http://www.iamsinc.com/) - [Home](https://www.iamsinc.com/) - [Why IAMS](https://www.iamsinc.com/why-iams/) - [Partner With Us](https://www.iamsinc.com/licensing/) - [Agent Kit](https://www.iamsinc.com/agent-kit/) - [About](https://www.iamsinc.com/about/) - [Meet Our Team](https://www.iamsinc.com/meet-our-team/) - [Careers](https://secure.careerlink.com/postings/6694-insurance-agency-marketing-services-inc/) - [Products](https://www.iamsinc.com/products/) - [Annuity](https://www.iamsinc.com/annuity/) - [Life](https://www.iamsinc.com/life/) - [Single Premium Life](https://www.iamsinc.com/single-premium-life/) - [Senior Health Care](https://www.iamsinc.com/senior-health-care/) - [Forms Search](https://www.iamsinc.com/forms-search/) - [e-App Solutions](https://www.iamsinc.com/e-app-solutions/) - [Firelight Registration](https://www.iamsinc.com/firelight-registration/) - [Firelight](https://www.iamsinc.com/e-app-solutions/) - [iGo e-App Solution](https://www.iamsinc.com/e-app-solutions/) - [Connect4Medicare](https://www.iamsinc.com/e-app-solutions/) - [Training](https://www.iamsinc.com/training/) - [Producer Academy](https://www.iamsinc.com/life-annuity-academy/) - [Product Training Confirmation](https://www.iamsinc.com/product-training-confirmation/) - [Monthly Webinars](https://www.iamsinc.com/webinars/) - [Support](https://www.iamsinc.com/iamsupport/) - [Production Builders](https://www.iamsinc.com/incentives/) - [Creative Solutions](https://www.iamsinc.com/creative-solutions/) - [Sales Resources Library](https://www.iamsinc.com/sales-resources-library/) - [E&O Insurance](https://www.iamsinc.com/eo-insurance/) - [AssessBest](https://www.iamsinc.com/assessbest/) - [Marketing Corner](https://www.iamsinc.com/marketing-corner/) - [Contact](https://www.iamsinc.com/contact/) [![Insurance Agency Marketing Services](https://blog.iamsinc.com/hs-fs/hubfs/Iamsinc-September2017-Theme/Images/IAMS-Logo_100x20.png?width=96&height=20&name=IAMS-Logo_100x20.png)](http://www.iamsinc.com/) - [Home](https://www.iamsinc.com/) - [Why IAMS](https://www.iamsinc.com/why-iams/) - [Partner With Us](https://www.iamsinc.com/licensing/) - [Agent Kit](https://www.iamsinc.com/agent-kit/) - [About](https://www.iamsinc.com/about/) - [Meet Our Team](https://www.iamsinc.com/meet-our-team/) - [Careers](https://secure.careerlink.com/postings/6694-insurance-agency-marketing-services-inc/) - [Products](https://www.iamsinc.com/products/) - [Annuity](https://www.iamsinc.com/annuity/) - [Life](https://www.iamsinc.com/life/) - [Single Premium Life](https://www.iamsinc.com/single-premium-life/) - [Senior Health Care](https://www.iamsinc.com/senior-health-care/) - [Forms Search](https://www.iamsinc.com/forms-search/) - [e-App Solutions](https://www.iamsinc.com/e-app-solutions/) - [Firelight Registration](https://www.iamsinc.com/firelight-registration/) - [Firelight](https://www.iamsinc.com/e-app-solutions/) - [iGo e-App Solution](https://www.iamsinc.com/e-app-solutions/) - [Connect4Medicare](https://www.iamsinc.com/e-app-solutions/) - [Training](https://www.iamsinc.com/training/) - [Producer Academy](https://www.iamsinc.com/life-annuity-academy/) - [Product Training Confirmation](https://www.iamsinc.com/product-training-confirmation/) - [Monthly Webinars](https://www.iamsinc.com/webinars/) - [Support](https://www.iamsinc.com/iamsupport/) - [Production Builders](https://www.iamsinc.com/incentives/) - [Creative Solutions](https://www.iamsinc.com/creative-solutions/) - [Sales Resources Library](https://www.iamsinc.com/sales-resources-library/) - [E&O Insurance](https://www.iamsinc.com/eo-insurance/) - [AssessBest](https://www.iamsinc.com/assessbest/) - [Marketing Corner](https://www.iamsinc.com/marketing-corner/) - [Contact](https://www.iamsinc.com/contact/) # New Year, New Business Ideas ![](https://blog.iamsinc.com/hubfs/Imported_Blog_Media/pparnxoxo-305533-unsplash.jpg) As I talk to our independent producers, many are concerned they are leaving business on the table and missing potential client benefits by not offering managed money solutions. It’s a tough situation. Agents often specialize in selling life and annuity products, however that specialization frequently leaves them without a securities license. A client utilizing an agent unable to offer a full array of services has their options limited. If this is the case, it’s natural to think the client may look elsewhere for advice on stocks, bonds, mutual funds, etc. and this can put the agent’s relationship with them in jeopardy. So how can someone specializing in fixed products expand their services without reinventing their business model? We built a solution. IAMS Wealth Management was uniquely designed to suit insurance-first advisors. Our platform shortens your learning curve, our systems seamlessly integrate into your business, and our support allows you do to so without overhauling what you do. In our current regulatory landscape, it’s wise for agents to explore partnering opportunities that can reduce exposure to new regulations and protect their existing client relationships. Our solution can deliver on these needs. As 2018 begins, keep IAMS Wealth Management in mind as you consider how you want to expand in the new year. We’ve helped dozens of producers start their book of business and multiple others transition assets over. It’d be our pleasure to help you do the same. To learn about the various ways to get started, give us a call or **[request more info here](https://www.iamswealthmanagement.com/get-started/)**. #### Author:Webmaster [Next Back to Business! Fixed Indexed Annuities accepting Qualified Funds](https://blog.iamsinc.com/back-to-business-fixed-indexed-annuities-accepting-qualified-funds) [Previous Happy New Year!](https://blog.iamsinc.com/happy-new-year) ### Related Posts [![Refocusing for 2020](https://blog.iamsinc.com/hubfs/Imported_Blog_Media/Ibbotson-2.jpg)](https://blog.iamsinc.com/refocusing-for-2020) [Refocusing for 2020](https://blog.iamsinc.com/refocusing-for-2020) October 25, 2019 [![Life Has Never Been So Suite](https://blog.iamsinc.com/hubfs/Imported_Blog_Media/over-phone.png)](https://blog.iamsinc.com/been-so-suite) [Life Has Never Been So Suite](https://blog.iamsinc.com/been-so-suite) August 07, 2018 [![Use Our Income Engine](https://blog.iamsinc.com/hubfs/Imported_Blog_Media/crew-56835-unsplash.png)](https://blog.iamsinc.com/income-engine) [Use Our Income Engine](https://blog.iamsinc.com/income-engine) August 07, 2018 [![The Missing Link](https://blog.iamsinc.com/hubfs/Imported_Blog_Media/critique-design-designer-17845.png)](https://blog.iamsinc.com/missing-link) [The Missing Link](https://blog.iamsinc.com/missing-link) August 07, 2018 ### Recent Posts ### Insurance Agency Marketing Services, Inc. 505 North 210th Street, Elkhorn, NE 68022 (800) 255-5055 (402) 330-7296 [contact@iamsinc.com](mailto:contact@iamsinc.com) ### Marketing Corner ### Our Location ### Follow us Find us on: [Facebook](https://www.facebook.com/iamsinc/) [Twitter](https://twitter.com/IAMSINC) [YouTube](https://www.youtube.com/user/IAMSinc) [Linkedin](https://www.linkedin.com/company/insurance-agency-marketing/) Search: ©2025 Insurance Agency Marketing Services, Inc. THIS SITE IS FOR AGENT USE ONLY. [Disclosures](https://www.iamsinc.com/disclaimer/). [Privacy Center](https://www.iamsinc.com/privacy-center/). [Cookie Policy.](https://www.iamsinc.com/cookie-policy/) ![](https://www.facebook.com/tr?id=253820018493378&ev=PageView&noscript=1)