A couple with objections to a life insurance agent

Overcoming Life Insurance Objections

The life insurance need gap is growing in 2024. That’s according to a recent LIMRA survey that found more than 40% of adults reported having insufficient coverage. That same study revealed that interest and intent to buy life insurance are at all-time highs. So why aren’t more people buying policies? There are several common reasons…

Five Ways to Ruin the First Appointment

An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.

Statistics chart on laptop display and trader analyzing the data

Leveraging Data Analytics for Targeted Marketing

In the financial services space, leveraging data analytics for targeted marketing can be a game-changer in attracting more leads and prospects. By analyzing client data, producers can gain valuable insights that help tailor their marketing efforts to meet the specific needs and preferences of potential clients. Understanding Data Analytics Data analytics involves collecting and analyzing…

Reviewing Your Marketing Plan

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…

selective focus of multiethnic businesswomen at workplace with financial protection inscription on

Multichannel Marketing for Advisors

The vast expanse of the digital landscape means a message limited to one channel will miss a portion of the intended audience. Marketing across multiple platforms is a great way to expand your reach and connect with as many prospects as possible – two goals at the heart of any multichannel marketing strategy. Multichannel marketing…