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.
Referrals vs. Introductions
By Bryce SandersThey sound like they're the same thing, but there's a difference.
January 24, 2025
Where AI Adoption by Wirehouses and RIAs Is HeadingThink less portfolio management and more meeting note-taking and client reporting.
January 23, 2025
U.S. Consumers Face Much More Uncertainty About FinancesA new index shows why retirement savers look fine on paper but feel dizzy in practice.
January 16, 2025
COLI Advisors are Retiring Faster than They Can Be ReplacedThe industry's painful loss is a huge opportunity for younger financial professionals.
January 16, 2025
The Sears Catalog Has a Lesson for the Annuity IndustryMarketing has to change, or you'll find what's left of the marketing in antique shops.
January 15, 2025
Generation X Thinks About Retiring Between the Rock and the Hard PlaceAllianz Life has data on why near retirees yearn for annuities with a potential for growth, protection and a pony.
January 15, 2025
Mind the Generational GapA software CEO has ideas about how insurers can navigate the Great Wealth Transfer.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.