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Holiday Marketing Tips

The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal.…


The SPL Alternative

The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others simply do not want to accept that a time may come when they can no longer live independently. But the truth is nearly 70% of Americans will need long-term care at some…

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Long-Term Care Insurance Awareness Month

November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuity in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…

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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Branding Your Business

Branding is one of the most important aspects of your business. Your brand is how people recognize, identify with, and perceive your company. In marketing terms, a brand is typically defined as a “concept that helps people identify a particular company, product, or individual.” A brand is more than a logo and slogan. These are…