Social Security money

Breaking Down the 2023 COLA Increase

The nearly 65 million Americans who receive Social Security retirement benefits will receive the biggest cost-of-living increase in more than 40 years. The Social Security Administration (SSA) announced last week an 8.7% COLA boost for 2023. This marks the largest COLA increase since 1981 and follows last year’s 5.9% increase. The increase will see the average monthly…

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Millennials and Life Insurance

In many ways, Millennials are the perfect storm of opportunity for life insurance agents and advisors. The largest generation in American history also represents more than one-third of the workforce. With the Boomer generation at or near retirement age, and Gen-Xers turning that corner, advisors would be wise to start paying more attention to Millennials.…

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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…

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Are Your Clients Working During Retirement?

Americans are more skeptical about retirement than ever. And understandably so. After two years of the COVID-19 pandemic, we have entered an environment of record inflation rates, higher-than-average gas and consumer goods prices, and a tumultuous stock market. This has all led to an increase in the number of people who plan on continuing to…

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Marketing Automation for the People

Content marketing has become one of the most valuable and effective methods for consumer engagement, far outpacing the traditional strategies many businesses have come to rely upon. According to recent studies, 70% of internet users would rather learn about a product or service through content versus traditional (print, TV, radio) advertisements (Cision). Are you taking…

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Marketing Strategies for A Volatile Time

Today, record inflation and the biggest stock market slump since the onset of the pandemic are giving retirees good reason to be concerned about their portfolios. The downturn has wiped out an estimated $3 trillion from retirement accounts so far this year; recovery from the decline could take at least two years. While people who…

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.

What Is Real-Time Marketing?

Real-time marketing activities can show that you are a reliable source of information and assistance The last two years have seen a whirlwind of events and actions that have directly impacted consumers’ personal finances. The coming months are likely to bring more. The question is, how are you going to respond? Responding quickly to current…