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.
Are Your Clients 'Soft Switching' to a New Investment Account?
By Michael S. FischerInvestment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 10, 2025
Best & Worst Life Insurance Providers: J.D. Power, 2025Overall customer satisfaction scores were 253 points higher when agents or advisors communicated regularly.
October 09, 2025
7 Ways Caregivers Really Pay for Loved Ones' CareNorthwestern Mutual looked inside consumers' actual LTC arrangements and found holes.
October 08, 2025
10 New Life & Annuity Issuer Efforts to Get Your AttentionThe federal government put itself in an eclipse. That may give insurers' product moves a chance to shine.
October 06, 2025
Top 10 Occupations on Estate Tax Returns, 2023IRS figures show there's more than one way to reach the ultra-high-net-worth category.
October 03, 2025
Worst 12 Metro Areas for High-Income Household GrowthIn these communities, retirement planners may feel as if they're trying to swim upstream.
October 01, 2025
Top 12 Metro Areas for High-Income Household GrowthA lot more people in these places may have enough cash to put yolk in their nest eggs.
September 26, 2025
Top 15 Big Metro Areas for Generation X ProspectsThe youngest members of this group that once scared school principals will now be 45 — and scaring annuity marketers.