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.
Top 12 Metro Areas for Pre-Retirees
By Allison BellHere's where financial professionals can find the greatest concentrations of people — and prospects — who are ages 55 to 64.
October 22, 2026
15 States With Highest Average U.S. Income Tax Bills in 2025Residents in these states might be looking for help with lightening the load.
October 06, 2026
eMoney Advisor Launches Digital Assessment Tool to Engage ProspectsAdvisors can show value to prospects early with Financial Assessment, the firm says.
September 30, 2026
The Subtle Art of Getting ReferralsNew research from Kitces.com finds that asking clients directly is not the most effective strategy.
September 26, 2026
When Life Insurance Becomes More About the Projection Than the ProtectionThe author wants advisors to think harder about the ultimate goal of the planning.
September 21, 2026
Workers Willing to Trade Pay for Job Security: SurveyThe shift in thinking could help reduce one source of pressure on the Fed.
September 18, 2026
Why Some Clients Really Need Their LattesMarketing specialist Katie Thomas explains the gap between how financial professionals think and how clients and prospects actually behave.
September 11, 2026
Life Insurers Court AI AgentsThe newest members of the advice team like content that machines can read.