Over shoulder view of blackman in green shirt sitting at table and using laptop while discussing financial papers with advisor online

CD Renewal vs Replacement

October is one of the biggest months for CD renewals. Despite low returns, untold amounts of money will roll back into CDs. This means lower spending power for those who rely on CDs for savings vehicles. So why are so many consumers willing to renew rather than replace? Reasons for Renewal Simply put, it’s convenient…


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…


Story-Driven Content Marketing

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…

Businessman stacking wooden dices with light bulb shape on them in a conceptual image of idea and innovation.

VIDEO: Exploring New Trends and Opportunities for Advisors

In today’s rapidly evolving financial landscape, several factors have emerged that shape the dynamics of the industry. As individuals increasingly seek secure and stable income streams to safeguard their financial futures, annuity products have gained prominence as an attractive option. Simultaneously, industry players are embracing cutting-edge sales innovation techniques to engage customers effectively and adapt…