Man sitting at his workplace in the office. Top view close-up. Businessman is trying to connect couple puzzle piece. Symbol of association and connection. Concept of business strategy.

B2B Life Insurance Marketing Tips

When it comes to life insurance, many agents and advisors focus most of their efforts on consumers. This can be a wide-open market that consists of young families, those nearing retirement, and everyone in between. However, it would be a mistake to overlook the equally-open territory of small businesses. Many business owners may not be…

Happy Millennial couple discussing life insurance coverage at home

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.…

Insurance fraud. Shocked retired woman listening to bank agent and reading documents, panorama, empty space

Protecting Retirees from Tax Scams

In mid-July, the IRS issued a bulletin warning people of multiple tax scams targeting taxpayers, especially retirees. The “Dirty Dozen” list outlines several scams that people should be looking out for. “Tax scams tend to rise during tax season or during times of crisis, and scam artists are using pandemic to try stealing money and…

Businessman in the office, reading bad breaking news on a financial newspaper, he is shocked and adjusting his glasses

The Value of Real-Time Marketing

Digital marketing is more of an art form than a science. Making that all-important emotional connection often requires a fluid, non-linear approach. That’s not to say static, broad-based strategies don’t have value. However, it’s important to keep your finger on the pulse and react to current events that directly impact your target audience. This approach…