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1 min read

Promote Your Book with the IE Bookshelf from InsurTech Express

By NAIFA on 3/1/23 4:46 PM

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

Topics: Marketing Sales & Marketing Books NAIFA Partner Producer Sales & Marketing
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: Annuities Life Insurance & Annuities Marketing Sales & Marketing Social Media Marketing FinTech Insurance
4 min read

Maximize Your Leads: Why Operating a Dynamic Ping Tree Is Essential for Underwriting More Insurance Policies

By Ken Leibow on 8/31/22 10:00 AM

In the past, I have written about lead generation solutions as well as tracking clients on customer relationship management tools (CRMs) and marketing programs, but there hasn’t been a focus on lead conversions. At an industry conference this year, I learned about Phonexa, the company working to bridge the gap to generate more sales from leads. It’s important that advisors, especially those who run agencies and invest heavily in lead generation through marketing, learn about maximizing those leads.  

Topics: Marketing Technology Tools Sales & Marketing Technology FinTech CRM
2 min read

What You Can Do to Break The Ice With Prospects Who Are Numb to Offers?

By EveryIncome on 9/30/21 10:45 AM

Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.

Topics: Sales & Marketing Prospecting Potential Partners for Advisors
1 min read

Special Webinar Series: Hit Hyper-Growth in a Hybrid Environment

By Beth Helberg on 9/8/21 3:30 PM

NAIFA has teamed up with White Glove to present the webinar series: Hyper-Growth in a Hybrid Environment, September 13- 17th.  Each day will focus on a strategy to support advisors in prospecting and marketing. 

Topics: Sales & Marketing Webinar Business Performance Center Potential Partners for Advisors
2 min read

Stories That Compel, Not Stories That Sell: What Can Toyota’s Olympic Ad Campaign Teach Us About Branding?

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 8/6/21 5:20 PM

Whether you’re an Olympics aficionado like me, or perhaps just a casual observer it is hard to miss Toyota’s Olympic ads featuring the tag line, “START YOUR IMPOSSIBLE.” I have to admit, several of these ads got to me a little bit, especially the beautiful story of a Paralympic swimmer’s adoption. These ads resonated not because of what I saw and heard, but because of how they made me feel. They reminded me of what it means to be human, and to care for others.

Topics: Sales & Marketing

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NAIFA's 2023 Congressional Conference
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