| October 2010 |
Santa's Coming with CashForget about the goblins and ghouls… the IMS Santa is coming early with cash!The Investors Marketing Services Santa will give you Santa’s Secrets of Success and Cash! Santa’s bag is stuffed with the tools you need to get your business issued and paid by the end of the year, call 1-800-462-2551 to receive yours! Extra Cash! Bonus Gift! *Call 1-800-462-2551 for participating carriers and products. Santa will deliver your extra cash January 30, 2011. 
The IMS Golf Invitational was SensationalThe Investors Marketing Services 2nd annual golf event was a driving success! We enjoyed a beautiful day of networking, as well as having some fun golfing! There were many familiar faces, along with some new friends. Due to the generosity of our attendees, the victory was ours, we were able to raise over $3,000 for the IMS Foundation. The foundation is dedicated to fostering the entrepreneurial spirit by providing scholarships to students. The big winner of this event was Mike, who went home with a state-of-the art 46” flat-screen TV. We would also like to congratulate Ken, Ryan, Frank and Myles, whose team came out first with an impressive 49.2 score; and Mark who won both the longest drive and closest to the pin. The IMS Invitational is gaining momentum and quickly becoming the event to attend, we look forward to seeing you next year! Promotions and Product Updates 
Industry NewsROTH Conversion Special Tax Deferral Deadline ApproachingIn 2006 the Tax Increase Prevention and Reconciliation Act (TIPRA) was signed into law allowing anyone, regardless of filing status or earnings, to convert a traditional IRA to a Roth IRA beginning in 2010. There is a special conversion rule which allows any 2010 conversions a tax advantage which reports half the income from the conversion on 2011 tax return, and the other half on 2012 tax return. Doing a ROTH conversion could benefit people depending on current and projected future income tax rates, the length of time before taking ROTH withdrawals, individual state tax laws, and the financial situation at the time of the conversion. If a person realized that it would not be advantageous to do a ROTH conversion, they can “undo” the conversion by “recharacterizing” the conversion before the tax return due date. In order to take advantage of the tax deferral opportunity, conversions must be completed by the end of 2010. Call us at 1-800-462-2551 for help on completeing your ROTH conversion by the end of 2010. Sales IdeasBeat InflationWhen working, people have the ability to increase their income through job advancements, earning bonuses, working additional hours and other opportunities. When in retirement, many people are trapped by a fixed income and find it increasingly difficult to satisfy the basic needs of shelter, food and health care as inflation decreases their purchasing power. Over the past 30 years, the cost of living has increased an average of 3.9% annually per year. A few examples of the changes from 1979 to 2010 are the U. S. Postage stamp that increased from 15 cents to 44 cents, gas that increased from 86 cents to $2.62, and milk that increased from $1.62 to $3.15. Safeguard your client’s purchasing power with an inflation protection rider that will increase your client’s life-time income payments as the Consumer Price Index (CPI) rises with inflation. 
Monthly PickNew ProductAllianz Masterdex X and
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