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 address the concerns facing each age group.Read More
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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 between 22 and 37 years old, with the older end being at the threshold for important insurance decisions and financial planning.Read More
Topics: insurance marketing
In the wake of the Facebook data scandal, CEO Mark Zuckerberg has been peppered with questions about how Facebook works, how it makes money, and what happens to user data. While the answers to those questions may still be unclear, there is no question that Facebook and social media have changed the way advisors do business.Read More
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 financial professionals are limitless yet some financial advisors struggle to make changes necessary to attract a younger clientele. Follow these tips to prepare your practice to attract and retain Millennial clients.Read More
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?Read More
Topics: insurance marketing
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 convincing? Here are some solid reasons to consider specializing in disability insurance followed by easy ways to get started.Read More
How are you doing with your New Year resolutions? Just about this time every year, our resolve to adopt better habits begins to dissolve. It is much easier to fall back into our old habits, usually because we forget WHY we wanted to make a change in the first place. Whether you made resolutions this year or not, below are three reasons to resolve to write more long-term care and disability insurance in 2015.
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Every summer Trekkies, comic collectors and fans of the supernatural flock to Comic-Con International: San Diego for a weekend event that celebrates the influence of comics in art and culture. Since 1970, the comic book convention has grown to include celebrity panels, film screenings and costumes galore.