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.
12 Things That Set Top-Performing Wealth Managers Apart
By Michael S. FischerNew research on 2,385 advisors sorts out the best practices.
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.
April 22, 2026
How RIAs, Other Advisors Work With Clients on Retirement Planning: SurveySome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
March 17, 2026
Why You Should Never Ignore Smaller ClientsFrom little asset totals big problems, and big opportunities, can grow.
March 13, 2026
5 New Investor Fear FindingsOne sign of stressful times is a Northwestern Mutual survey report section on "financial nihilism."
March 10, 2026
AI Can Turn Digital Clutter Into Annuity LeadsSome people in your CRM need help right now. The new tools might show you which ones.