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.
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.
September 16, 2024
Life Insurers Face a Young Consumer Awareness Gap: CapgeminiSamantha Chow believes that marketing woes will hurt insurers' efforts to tap the trillions soon to be transferred.
September 12, 2024
Top 12 States for Retirement Income NowThe Census Bureau has posted torrents of new data about how Americans are doing.
September 10, 2024
High-Income Retirement Savers Still in a Post-Pandemic SlumpFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
September 04, 2024
Insurance Terms Confuse Young Consumers: NAICA lack of basic knowledge might be contributing to Generation Z's anxiety about the topic.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.