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.
What Clients Really Ask Accountants About Annuities
By Allison BellThe classics, like tax benefits or income deferral, never go out of style.
December 20, 2024
7 Reasons Some Current Clients Become Former ClientsOne great way to build a great client base is to keep the clients.
December 12, 2024
7 Reasons Owning Insurance May Be Preferable to Investing for SomeFor some clients, paying to put assets in a life or annuity package could make sense.
December 12, 2024
How to Prospect for Life SettlementsSome of the best candidates may be consumers who laugh off pitches for life insurance.
December 11, 2024
Long-Term Care Hybrids Help Stand-Alone Policy Sales, Executive SaysKen Latus, the head of Northwestern Mutual's LTC subsidiary, sees some clients using multiple products.
December 04, 2024
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG StrategistLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
November 21, 2024
Schwab Reviewing Advisor Network Referral FeesThe firm says it will be transparent with advisors in the program as any decisions are made.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.