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.
Dynasty Launches Consulting Group, Plans to Buy Branding Firm
By Melanie Waddell"We are building the consulting business of the future," said CEO Shirl Penney.
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.
April 30, 2026
Jump Adds to Leadership Team, Announces New CollaborationOver the past few months, the AI-powered operating system has expanded its focus beyond note-taking.
April 28, 2026
Consumers Question Whether Annuity Issuers Will Pay Promised Benefits: StudyThe economsts think sales might double if consumers trusted the products.
April 24, 2026
How Advisors Make Video ManageableAround half of advisors create video, and most say it helps boost AUM, Idea Decanter finds.