Prospecting
Client prospecting tips for insurance agents and other financial professionals.
13 New Tax Numbers to Know for 2026
By Melanie WaddellThe IRS adjustments reflect notable changes under the new tax law.
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.
September 26, 2025
11 Unwritten Rules That Keep People WealthyIf you understand the values of the wealthy, you can help them stay that way.
September 24, 2025
Top 15 Metro Areas to Find Prospects Near RetirementSome could be good places for retirement planners and annuity marketers to avoid the impact of the baby bust.
September 08, 2025
I'm a Client Acquisition Trainer. Here's How I Worked a Room Last Weekend.Even after decades attending events that attract wealthy individuals, I'm still learning lessons (and making a few mistakes.)
August 25, 2025
6 Ways to Answer 'How’s the Stock Market?'Here's the chance to position yourself as a subject matter expert and showcase your expertise.
August 14, 2025
Prospects Want More Than Referrals When Picking an Advisor: SurveyOver 80% of investors want to read online reviews of advisors and understand their reputation before hiring them.