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.
Clients Need Firm Medicare Marketing Rules: David Luna
By Allison BellThe former police officer sees the changes helping local agents compete with call centers to guide plan decisions.
October 11, 2023
6 Ways Financial Advisors Can Empower Hispanic American ClientsAn advisor has ideas about how to close a major financial planning gap.
September 19, 2023
Northwestern Mutual Sees Fear of Debt Crowding Out SavingsThe average amount of debt is falling.
September 15, 2023
Census Tables Show the Pain of the Top 10%The income cutoff for households in the top 10% fell hard in 2004 and has never recovered.
September 08, 2023
How 'Midlifers' Rank 7 Retirement Planning Priorities: StudyHere's what these prime-age prospects need from advisors, according to Transamerica.
September 06, 2023
Northwestern Mutual Fined in N.H. Over Marketing EmailsAgents in New Hampshire sent misleading emails to prospects, some of whom lived out of state, regulators said.
September 01, 2023
Honor a Loved One for Life Insurance Awareness MonthBarbara Pietrangelo, Life Happens' chair, says single parents will be a focus of this year's campaign.
August 25, 2023
California Warns Against Dishonest Marketing Tied to Long-Term Care ProposalThe state says basing promotions on a program that does not exist is deceptive.