Marketing
Digital Lead Generation
Attract, engage, and convert prospects seamlessly
- Establish Authority – Build credibility online.
- Generate Leads – Targeted ads bring qualified prospects.
- Automate Engagement – AI-driven follow-ups via SMS, email & more.
- Host Evergreen Webinars – Educate & convert around the clock.
- Book More Appointments – Seamless scheduling for high-value meetings.
Sessions with an IRMAA expert!
Monthly trainings designed to enhance your expertise and client impact.
- Learn real-world sales strategies – tailored to IRMAA planning.
- Master objections, – Master objections.
- Strengthen client engagement – around retirement income and Medicare costs.
- Present IRMAA solutions with clarity and confidence.
- Position yourself as a Trusted Advisor – in Medicare and retirement planning.
- Grow your book of business – by helping clients reduce costly IRMAA penalties.
Safe Money Events
Marketing for seminars, webinars, movie screenings and more
Event marketing can be a powerful way to generate leads, allowing you to share your expertise in person and demonstrate your value as an advisor to prospects. But the backend work of promoting seminars, managing registrations, creating engaging content and more presents a roadblock for many producers.
Safe Money Events lets you choose the time and place, fill out a questionnaire, sit back, and watch potential clients sign up! IAMS is excited to expand offerings from this exclusive solution.
This system can easily execute a high-converting seminar campaign for your business, leveraging the power of social media and Google ad networks to fill your event with ideal prospects.
Safe Money Events includes:
- Two levels of event management and what you get with each
- Paid media and audience targeting to reach interested attendees
- Turnkey presentations and scripts
- A user-friendly dashboard that keeps all your event registrations and data in one place
Drip Marketing Campaigns
Automated email sequence
This automated email sequence educates prospects about the Income-Related Monthly Adjustment Amount (IRMAA) and helps them explore strategies to reduce Medicare costs.
Campaign Flow:
- Introduction to IRMAA – Explain what IRMAA is and how it affects Medicare premiums.
- Who Pays IRMAA? – Break down income thresholds and how they impact costs.
- Reducing IRMAA Impact – Share tax-efficient strategies, such as Roth conversions and annuities.
- Case Study/Testimonial – Show how planning can help clients lower their Medicare costs.
- Final CTA – Encourage scheduling a consultation to discuss personalized strategies.
Turn IRMAA Into an Opportunity
Higher-income Medicare beneficiaries often face unexpected surcharges due to the Income-Related Monthly Adjustment Amount (IRMAA)—creating a perfect opportunity for financial professionals like you. With the right strategy, you can help clients reduce their IRMAA impact, optimize their retirement income, and strengthen your business relationships.
What’s Inside the IRMAA Marketing Kit?
Our exclusive IRMAA Marketing Kit provides the tools and insights you need to educate clients and position yourself as a trusted resource.
- Client-Facing Materials – Easy-to-understand guides and handouts to help clients navigate IRMAA.
- Advisor Playbook – A step-by-step guide to integrating IRMAA strategies into your practice.
- Prospecting Email & Call Scripts – Ready-to-use messaging to engage high-income Medicare clients.
- Presentation Slides – Professional slides to use in client meetings or educational workshops.
- Social Media Posts – Pre-written content to boost your online presence and attract leads.
- Differentiate Yourself – Stand out by offering solutions few advisors discuss.
- Increase Client Trust – Helping clients avoid IRMAA surprises builds long-term loyalty.
- Expand Your Revenue Streams – Lead conversations into tax-efficient retirement planning, annuities, and wealth management.