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2 min read

Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023

By Ken Leibow on 1/4/23, 10:00 AM

Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.

Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.

Topics: Life Insurance & Annuities Marketing Sales & Marketing Social Media Marketing FinTech Insurance
1 min read

E4 Presents a Special BREW with 2021 4 Under 40 Winner Steve Walker

By NAIFA on 12/12/22, 11:18 AM

This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.

This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021. 

Topics: Health Care Medicare Webinar Leaders Insurance
1 min read

Explore Life Insurance Opportunities You May Have Missed

By NAIFA on 11/29/22, 2:57 PM

While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Join NAIFA's Advisor Today on Thursday, December 8 at 2 pm eastern for the webinar, "4 Life Insurance Opportunities You May Have Missed," brought to you by Modern Life.

Topics: Life Insurance & Annuities Webinar Insurance
1 min read

Learn About Indexed Whole Life in the Next Advisor Today Webinar

By NAIFA on 11/22/22, 1:28 PM

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."

In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.

Topics: Life Insurance & Annuities Webinar Insurance
1 min read

The Top 3 Financial Products to Weather This Financial Storm

By NAIFA on 11/18/22, 4:14 PM

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

Topics: Financial Planning Grow Your Business Business Performance Center Insurance
1 min read

Grow Your Business by Maximizing Your Data

By NAIFA on 10/10/22, 10:30 AM

New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.

Topics: Grow Your Business Business Performance Center Insurance
1 min read

Join the Advanced Practice Center for a Behavioral Insurance Webinar

By NAIFA on 10/5/22, 2:45 PM

NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock, join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?"

Topics: Life Insurance & Annuities Continuing Education Webinar Insurance
1 min read

E4 Presents a Special BREW Featuring NAIFA Past President Juli McNeely

By NAIFA on 8/23/22, 10:00 AM

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance 

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.

Topics: Life Insurance & Annuities Life Insurance Awareness Month Webinar Leaders Potential Partners for Advisors Insurance
1 min read

Upcoming Virtual Event: Helping Middle-Income Families Protect Their Financial Future

By NAIFA on 8/11/22, 10:00 AM

On August 24, tune in for "Helping Middle-Income Families Protect Their Financial Future," a LinkedIn Live event presented by NAIFA partners LIMRA and the American Council of Life Insurers (ACLI).

Hear insights into Americans' perception of life insurance from a panel of industry experts: Susan Neely, President and CEO of ACLI; David Levenson, President and CEO of LIMRA and LOMA; and Alison Salka, Ph.D., Senior Vice President and head of LIMRA research.

Topics: Webinar Help Protect Our Families Potential Partners for Advisors Insurance
4 min read

#GettingMillennialsInsured with LIMRA and ACLI

By Ronan Friend on 7/26/22, 1:14 PM

On July 20, NAIFA participated in the #GettingMillennialsInsured Twitter chat hosted by LIMRA and the American Council of Life Insurers (ACLI). The chat was an informative and insightful discussion with LIMRA, ACLI, NAIFA partner Life Happens, and Life Happens President & CEO Faisa Stafford.

Participants discussed: 

  • The impact of the COVID-19 pandemic on consumer attitudes toward life insurance 
  • How to increase awareness of the need for life insurance 
  • How to dispel misconceptions about life insurance 
  • How to increase access to life insurance 
Topics: Life Insurance & Annuities Research/Trends Insurance

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