Should Insurance Agents Use Text Messages to Communicate with Clients?

If you need to send a quick message to a friend, you’ll probably use a text message. But what if you’re dealing with a client? Each day, Americans send more than five billion text messages, according to CTIA. The rise of text messaging has changed the way we communicate. Before you start texting clients, however, […]
Insurance Marketing: How Good is Your Sales Script?

What do successful movies and successful sales pitches have in common? They both rely on a great script. You might not be after an Oscar, but making a sale comes with its own set of challenges, and having a great script up your sleeve helps.
Insurance Marketing: The Art and Science of Asking for Referrals

To grow your business, you need new leads. For lead generation, few insurance marketing strategies can beat word-of-mouth advertising. So, the question becomes: how can you get leads while making use of word-of-mouth of mouth advertising? And the answer is simple: by asking for referrals.
Insurance Marketing: How to Customize Disability Insurance by Generation

As an insurance agent or financial planner, your target customer audiences likely to consist of three generational cohorts, Boomers, Gen X, and Millennials. While these groups share the critical need to protect income during an illness or injury, the motivations of each group differ widely. The good news is that carriers offer benefits designed to […]
Insurance Marketing Checkup: Are You Ready for Millennials?

What do we know or think we know about millennials? Several organizations from Pew Research Center to Harvard University continue to study the phenomenon of generational cohorts assigning attributes, behaviors, economic impacts, and more to each. Most recently, Pew redefined the birth years for millennials to those born between 1981 and 1996. Today’s millennials are […]
Insurance Marketing: How to Appeal to Younger Clients

Have you been reluctant to target millennials in your practice? Based on the sheer size of this generation, they’re a worthy focus. Even more motivating than the numbers (83+ million), millennials are predicted to be the beneficiaries of the largest wealth transfer in history, inheriting $30 trillion in assets from aging relatives. The opportunities for […]
Insurance Marketing: Six Elements of Persuasion

You know disability insurance protection is worth the cost of the premium. The trick is convincing your prospects. Persuasion is an important part of your insurance marketing job—so what’s the best way to convince someone to say yes? What does science tell us about persuasion?
Niche Insurance Marketing: Why You Should Become a Disability Insurance Specialist

Are you more aware of the need for disability income insurance than you were in April? Now that May’s disability awareness campaign is over, it’s time to make DI a way of life. Consider becoming an individual disability insurance specialist. The industry needs more DI producers and even more importantly, so do working Americans. Need […]