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.
When Life Insurance Becomes More About the Projection Than the Protection
By Nick DominoThe author wants advisors to think harder about the ultimate goal of the planning.
September 11, 2026
Life Insurers Court AI AgentsThe newest members of the advice team like content that machines can read.
September 09, 2026
The American Dream Is EvolvingThe author makes the case that typical retirement savers now favor protection over growth.
September 01, 2026
Life Insurance Awareness Month Begins With DefianceInsurers, advisors and industry groups say families still need protection against mortality.
August 26, 2026
PRO
How Constant Communication Led This Advisor to Organic GrowthKevin A. Brown doubled his AUM in three years to $157 million by engaging clients and prospects.
August 25, 2026
7 Times When You Should Connect With ClientsStaying in touch can be good both for the clients and for their ability to remember who you are.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 11, 2026
PRO
Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.