Grow your business

EMPOWERING FINANCIAL PROFESSIONALS
through innovative programs and personalized service.

We are a marketing organization that believes in fiercely maintaining our culture by curating a selective group of financial professionals to be a part of our team. We believe in helping our producers grow their business with territory lead gen and provide advanced case design and continuous learning. And we know how to throw a good party.

Connect with us

Schedule your discovery call

Let's Go

Call us

(208) 898-9722

What our Financial Professionals say

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Rob R.

Financial Advisor

Matt C.

Financial Advisor

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Lori J.

Financial Advisor

Lee W.

Financial Advisor

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Fred M.

Financial Professional

The above testimonials were provided by clients of BIMS who as clients have an incentive to promote our business.  There was no compensation provided for the use of these testimonials.  Testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.

Programs & Tools

Tools for Growth

Dedicated personalized support

Work with a dedicated, experienced relationship manager

-We will pick up the phone and return your calls

-We have access to Compliance professionals

-Licensed with decades of professional experience

-Helping you pick products

-Using tools such as retirement analyzer

-Putting cases together and positioning products

Brand

Federal Benefits Program

Work with one of the best federal training program out there

-Second to none

-Unique generation opportunities

-We've educated 100,000+ civil service federal employees

-We partner with Federal Benefit Educators

-Retired federal employees as our instructors

-Strong relationships with federal agencies with onsite and offsite trainings

-Dedicated appointment setter

Resources and Support

Public Service Employee Lead Generation

PSERC - lead generation with public service employees including educators and school district employees

-Easily connect with people already looking for your services

-You set your availability, appointments are only made when you are available

-Sales methodology training that includes process, presentation, and production help

Tools for Growth

Workshop Programs

Offering workshops on multiple topics

Workshop topics include:

-Social security

-Estate planning

-Taxes and Retirement

-Family Business owner

Brand

Advanced Market Support

We are dedicated to supporting our producers and their businesses

-Employees and contracted resources with decades of experience in advanced life insurance and annuities case design

-Advanced underwriting attorney

-Direct access to tax, product, social security, and industry knowledge

 

Resources and Support

Marketing Expertise

Work with a dedicated and experienced marketing strategist

-Social Media Auditing And Strategy

-Search Engine Optimization

-User Experience for Websites

-Personal Branding Consulting

-Outside marketing initiatives

-Growth strategies

Success defined in a different way

99%

Agent Persistency

16%

Annual Growth

132+

Workshops

Federal Employees Trained

Combined Years of Employee Experience in the Industry

Federal Market Network Advisors

Personal and targeted approach

Why work with us

Consulting

Decades of experience to give you sales, marketing, product, and business development guidance.

Goals

Dedicated relationship managers who help you set your goals, and find ways to help you achieve them.

Planning

Assist with annual business planning for your agency.

Measure

Provide ongoing tracking and reporting to help you stay in alignment with your goals

Start today

Innovative ideas for an innovative future

Get started today

News

Blog

See all articles

Get in touch

Our COLORADO LOCATION

12760 Stroh Ranch Way, Suite 104
Parker, Colorado 80134

Our IOWA LOCATION

4135 NW Urbandale Dr.
Urbandale, IA 50322

Call Us

(208) 898-9722

Send us a mail

info@brokersidaho.com