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.
CFP Board Launches New Awareness Campaign
By Melanie WaddellThe $12 million "It's Gotta Be a CFP" campaign targets financial decision makers aged 35 to 64.
February 28, 2023
Lifelong Relationships Make a DifferenceA retirement services executive makes a plea for reaching out to young workers.
February 28, 2023
The 12 U.S. House Districts With the Most Boomer Long-Term Care NeedAbout 5.4 million Americans ages 65 through 74 have trouble living on their own.
February 24, 2023
How Secure 2.0 Can Expand Your MarketWondering what it's all about? Here's a primer.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.
February 09, 2023
Create Your Own WhaleA client relationship expert looks at how to find referrals outside your pond.
February 06, 2023
They Changed Their MindsA sales coach reveals the secret to making sales decisions stick.