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.
Mind the Generational Gap
By Luis RomeroA software CEO has ideas about how insurers can navigate the Great Wealth Transfer.
January 08, 2025
Education Is the Best Life Marketing Strategy: Firm Founder"Clients today are more informed," ARI Financial Group's Arik Bouskila says. "But not necessarily better informed."
January 02, 2025
Prudential Welcomes Babies Born Jan. 1 With $150 ChecksThe company wants the first "Generation Beta" parents to know the power of compounding.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 31, 2024
How to Save Life InsuranceNew York Life executive Todd Taylor says marketers must take a two-track approach to reaching younger consumers.
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.