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.
Where AI Adoption by Wirehouses and RIAs Is Heading
By John ManganaroThink less portfolio management and more meeting note-taking and client reporting.
January 16, 2025
The Sears Catalog Has a Lesson for the Annuity IndustryMarketing has to change, or you'll find what's left of the marketing in antique shops.
January 15, 2025
Generation X Thinks About Retiring Between the Rock and the Hard PlaceAllianz Life has data on why near retirees yearn for annuities with a potential for growth, protection and a pony.
January 15, 2025
Mind the Generational GapA software CEO has ideas about how insurers can navigate the Great Wealth Transfer.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.
January 08, 2025
Jack Dolan Retires From Post as Life Insurers' SpokesmanThe longtime vice president of public affairs oversaw media relations at the American Council of Life Insurers.
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.