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Story-Driven Content Tips for Producers

Content marketing is a valuable and effective method of consumer engagement, outpacing the traditional strategies many businesses have come to rely upon. Research has shown the majority of internet users would rather learn about a product or service through content versus traditional (print, TV, radio) advertisements. Chances are, most of you are already engaged in…

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Going After Your Whales

While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. Your whales. These are the prospects that could take your practice to the next level, either through career cases or high-value lifetime planning opportunities. Because of their stature and the difficult nature of converting…

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Selling Outside the Box

The last several months have taught us the value of adaptation. An unprecedented 2020 has ushered in an unpredictable 2021. Producers need to stay ahead of the curve and think outside of the box in order to maintain a steady book of business. Selling in our new landscape requires incorporating new ideas and tactics. How…

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Social Media Advertising in 2021

Social media never stands still. Internal changes, such as ad restrictions and revised targeting metrics, and shifts in user demographics can impact your social campaigns. To help you prioritize your 2021 social media marketing plan, we take a brief look at three of the most commonly used platforms and discuss the value each carries for…

Are You Ready For 2021?

The effort you put in at the end of the year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and reflecting on the last several months. This is especially important in a year that ushered in a “new normal.”…

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Long-Term Care Insurance Awareness Month

November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuities in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…

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The 2021 COLA Increase

The Social Security Administration announced this week a 1.3% increase in cost-of-living benefits for 2021. The new COLA boost is the second-lowest in the program’s history. Recipients will only see an extra $20 a month on their benefit checks. In the middle of a pandemic that has put the financial security of millions at risk,…