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.
4 Ways to Show Prospects Your Unique Value
By Bryce SandersStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
April 06, 2023
New Final Medicare Marketing Rules Curb Event-Based MarketingThe new rules could help agents who serve people who just walk in.
April 03, 2023
American College CEO to Lead Talk on Financial EducationThe panel will be part of a three-day diversity, equity and inclusion conference that started Sunday.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 20, 2023
CFP Board Launches New Awareness CampaignThe $12 million "It's Gotta Be a CFP" campaign targets financial decision makers aged 35 to 64.
March 15, 2023
Make Sure Everyone Understands Life Insurance: Jomil GuerreroNew York Life's new chief diversity officer says one way to serve diverse markets is to explain how the coverage works.
March 03, 2023
How to Attract the Best, Most Overlooked ClientsThese prospects account for more than half of personal wealth.
February 28, 2023
Lifelong Relationships Make a DifferenceA retirement services executive makes a plea for reaching out to young workers.