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 to Prospect for Life Settlements
By Robin S. Weinberger and Peter N. KatzSome of the best candidates may be consumers who laugh off pitches for life insurance.
November 21, 2024
Schwab Reviewing Advisor Network Referral FeesThe firm says it will be transparent with advisors in the program as any decisions are made.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
October 31, 2024
11 News Topics That Make Investors NervousSome current events are making clients reconsider the amount of risk they're willing to take, a new survey finds.
October 30, 2024
7 Threats That Haunt Gen X Retirement SaversThey are less afraid of some concerns than the general population, but one really, really scares them.
October 08, 2024
In Long-Term Care Planning, Traditions MatterA Hispanic American advisor looks at how to create a bridge between tradition and personal finance.
September 24, 2024
What RIAs Should Know About Data-Based MarketingAsset managers and investment banks use data-driven marketing to great effect. Experts say RIAs can do the same.
September 23, 2024
How In-Plan Annuity Sales Could Help Retail AdvisorsThe sales effort will reach some people who do have big nest eggs.