Seminars and workshops have been the cornerstone of new business for many in the financial industry. A room full of engaged prospects, ready and willing to hear how you can help them reach their goals can create multiple opportunities. Then the Covid-19 pandemic pulled the rug out from underneath this valuable marketing tactic. More than…
Disability insurance is perhaps one of the most overlooked, yet valuable, products available to consumers. According to the Council for Disability Awareness, roughly 51 million working adults will have nothing but Social Security to rely upon should an injury or medical condition leave them unable to work for an extended period of time. To call…
Content that resonates with your audience is one of the keys to successful marketing. The social media team at the AARP put this Marketing 101 lesson to use recently with a campaign that turned (or banged) a few heads. A good portion of the Boomer demographic is well into, at, or nearing retirement age. This…
Your yearly marketing plan should be viewed as a living document. While it should have a solid foundation that clearly states your goals and the means to achieve those goals, your plan should also be flexible with room for changes as needed. The transition from one quarter to the next is a good time to…
More than a year into the COVID-19 pandemic, life insurance activity in the U.S. continues to grow. According to a study published in March of this year by MIB Group, Year-over-Year activity in life insurance applications is up by +7.3% and Year-to-Date activity grew by +5.5%. These figures track with the growth the industry saw…
April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The event left an impact that can still be felt decades later. As…
The Biden administration has signaled the first major federal tax increase in nearly 30 years. The hike is expected to come in the next economic package, a follow-up to the $1.9 trillion COVID-19 stimulus act. According to Bloomberg, increases in corporate tax rates and individual rates for high earners will be included in the package.…
The Facebook advertising platform is changing again. The latest move sees the social media giant usher in its newest ad classification – Facebook Special Ad Category. Ads that fall under any of these special categories are subject to additional restrictions. The most significant of these involve your audience targeting options. While in practice, placing a…
Upcoming changes to Apple’s app policies will have a significant impact on your social media marketing plans. The changes are expected as soon as this month, when the iPhone maker updates its iOS 14 operating system. The update involves a new feature that will prompt users to give an app permission to track their activity.…
When it comes to social media marketing, most advisors gravitate toward Facebook and LinkedIn. And for good reason. Among the laundry list of social networks, these are arguably the most relevant options to our industry. But that doesn’t mean Facebook and LinkedIn are your only options. Once part of the “Big Three,” Twitter remains a…