
Our Products and Services
Registered Index-Linked
Annuities (RILAs)
Educate and provide general support on RILA product features, benefits and limitations
Partner with broker-dealers and their registered representatives to integrate RILAs into client portfolios
Coordinate with insurance carriers to ensure compliant, effective distribution
Equip wholesalers and advisors with the tools needed to discuss RILAs confidently
Alternative
Investments
Structure and position offerings for RIAs, broker-dealers, and institutions
Conduct due diligence and manager reviews with a focus on compliance and governance
Create and refine investor-ready materials (PPMs, LPAs, subscription docs, marketing decks)
Navigate selling agreements, distribution partnerships, and operational infrastructure
This video is provided for informational and educational purposes only and is intended for use by financial professionals.
Nothing contained in this video should be construed as an offer to sell or a solicitation of an offer to buy any security. Any such offer may be made only by means of an applicable prospectus or offering document.
Securities offered through American Elm Distribution Partners, LLC, doing business as IAMS Distributors, member FINRA and SIPC. American Elm Distribution Partners, LLC does not provide investment, tax, accounting, or legal advice through this video or the associated website content.
Insurance Agency Marketing Services, Inc. (“IAMS”) is an affiliate of American Elm Distribution Partners, LLC through common ownership. IAMS is a licensed insurance agency and is not a broker-dealer or registered investment adviser.
All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.
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