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.
Thrivent Spends $50M to Say Careful Planning Is a Form of Love
By Allison BellThe financial services company is putting the focus on the "people we hold in our hearts."
February 28, 2025
5 Ways to Make Joint Marketing Work for YouOne way to get some attention is to team up with someone else who wants the same thing.
February 24, 2025
Referrals vs. IntroductionsThey sound like they're the same thing, but there's a difference.
January 26, 2025
9 Ways Museums Can Help You Meet the WealthyOne of the most important benefits is right there on the wall.
January 25, 2025
Navigating the GenAI RevolutionThe technology can accelerate life, health and annuity revenue growth, if you apply your human intelligence to harnessing it.
January 24, 2025
Where AI Adoption by Wirehouses and RIAs Is HeadingThink less portfolio management and more meeting note-taking and client reporting.
January 23, 2025
U.S. Consumers Face Much More Uncertainty About FinancesA new index shows why retirement savers look fine on paper but feel dizzy in practice.
January 16, 2025
COLI Advisors are Retiring Faster than They Can Be ReplacedThe industry's painful loss is a huge opportunity for younger financial professionals.