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.
12 States With Biggest Estate Tax Bills
By Allison BellNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 17, 2024
12 Ways to Find Money in MotionLife is full of events in which your clients, or their friends, might find themselves needing financial advice.
June 17, 2024
Annuity Owners Face Online Information GapOnly 5% of survey respondents told Nationwide they were happy with the amount and quality of information available.
May 15, 2024
Former Beachbody Exec Buys Annuity.com, Plans $16M RevampEntrepreneur Brett Blake hopes to relaunch it as an annuity outreach site for agents and retirement savers.
May 08, 2024
Financial Firms See Dip in Social Media Engagement: StudyIndividuals consumed more content across channels overall, and original posts performed much better, Hearsay research found.
April 30, 2024
Millennials May Be Losing Life Insurance KnowledgeThe oldest are 44, and their guesses about term life costs are getting worse.
April 25, 2024
The 3 Stages of Retirement PlanningIf you're new to financial services, and you think "old" means turning 25, this article is for you.