Tap into a $35 trillion market [Video]

Every day, clients and prospects are thinking about their estate plans, knowing they need to make changes – or get a plan ready in the first place!

This is a huge opportunity to lower your marketing costs with ongoing referrals and help clients/prospects with a need they already know they have. Clients are thinking about it…now YOU can execute it!

IAMS has you covered with a comprehensive estate planning document preparation program. You’ll be able to offer your clients a fully customizable, legally binding plan that simplifies the process through cost-effective online technology.

We’ll cover how this program will:
• Help you achieve ONGOING referrals
• Capture all assets so you can put the best plan in place for your client
• Provide an affordable, turnkey estate planning solution
• Keep you up-to-date with comprehensive training options

Join IAMS VP – Annuity Team Lead Laura Johnson and Jereme Roodhouse with LegacyLock to take a deep dive into this exclusive platform offered through IAMS. Don’t miss out!

0:00 Introduction
12:56 Tap into a $35 trillion market
41:08 Questions and wrap-up