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 RIAs, Other Advisors Work With Clients on Retirement Planning: Survey
By Michael S. FischerSome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
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.
February 25, 2026
FPA Partners With Snappy Kraken to Revamp PlannerSearch PlatformThe updated platform will enable consumers and planners to connect through dynamic matching, FPA says.
February 05, 2026
FMG Acquires Testimonial iQTestimonial iQ is an online reputation management platform for the wealth management industry.
January 15, 2026
More Gen X Consumers Are ScaredThey are all at least 50, and a new Allianz Life survey report shows they're more nest-egg aware.
December 28, 2025
2026 Disability Insurance Outlook: Executive BenefitsThe idea of protecting people's most valuable asset could have friends at the top.
December 17, 2025
Why Wealth Firms Are Struggling With Organic Growth: F2 StrategyFirms need to build stronger, more coordinated strategies across sales, marketing, technology and product functions, a report finds.