Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
How Financial Advisors Can Help Bring Financial Literacy Into High Schools
By Iván WatanabeYou can show students the practical way to build significant wealth.
June 15, 2026
Dynasty Launches Consulting Group, Plans to Buy Branding Firm"We are building the consulting business of the future," said CEO Shirl Penney.
June 15, 2026
8 Reasons Insurance Agents Take on Nonprofit Leadership RolesHate buying leads? Here's a way to grow leads.
June 15, 2026
Is the Google Search Bar Going Away?An insurance sales and marketing veteran looks at the new age.
June 11, 2026
FINNY Launches Enterprise PlatformPresident Victoria Toli said the firm went live with Mercer Global Advisors, the inaugural flagship user, in January.
June 05, 2026
12 Things That Set Top-Performing Wealth Managers ApartNew research on 2,385 advisors sorts out the best practices.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 07, 2026
Goodbye to CorebridgeCEOs there and at Equitable are wrestling with what their pending merger would really mean.