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.
7 Reasons Some Current Clients Become Former Clients
By Bryce SandersOne great way to build a great client base is to keep the clients.
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.
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.