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The Generational Marketing Shift

Content that resonates with your audience is one of the keys to successful marketing. The social media team at the AARP put this Marketing 101 lesson to use recently with a campaign that turned (or banged) a few heads. In early March, the organization took to social media to celebrate the 35th anniversary of “Master…

Studying Life Insurance Brochure

Life Insurance Activity in 2021

More than a year into the COVID-19 pandemic, life insurance activity in the U.S. continues to grow. According to a study published in March of this year by MIB Group, Year-over-Year activity in life insurance applications is up by +7.3% and Year-to-Date activity grew by +5.5%. These figures track with the growth the industry saw…


April is CD Replacement Month

April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The event left an impact that can still be felt decades later. As…


Facebook Special Ad Categories

The Facebook advertising platform is changing again. The latest move sees the social media giant usher in its newest ad classification – Facebook Special Ad Category. Ads that fall under any of these special categories are subject to additional restrictions. The most significant of these involve your audience targeting options. While in practice, placing a…


Twitter for Advisors

When it comes to social media marketing, most advisors gravitate toward Facebook and LinkedIn. And for good reason. Among the laundry list of social networks, these are arguably the most relevant options to our industry. But that doesn’t mean Facebook and LinkedIn are your only options. Once part of the “Big Three,” Twitter remains a…

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Complying with the New DOL Fiduciary Rule

The U.S. Department of Labor’s new “Fiduciary Rule” went into effect on Tuesday, February 16th. The “Improving Investment Advice for Worker & Retirees,” an exemption for investment advice fiduciaries, was published in the Federal Register in December 2020 and was not delayed by the Biden Administration. According to a press release from Deputy Assistant Secretary…