Jennifer Mann, LUTCF, CLU, ChFC, CFP, vice president of the Chicago office of Lenox Advisors and 13-year MDRT member, got into this business 14 years ago because “the overall planning aspect got me excited,” she says. Her practice focuses on professionals in their 20s, 30s and 40s. She works from home most of the...

If you ask agents or advisors why they aren’t using social media or using it more often, you’ll likely hear that it takes too much time. We get it. Finding something to post about, creating a graphic, writing something insightful, posting to all the various social-media platforms—it takes time and energy. When...

COUNTRY Financial agent Jeremy Bradley shares how he boosts his Facebook posts and how it fits in his overall social and marketing strategy. Bradley appears in the latest episode of the Marketing Happens podcast which is now available for download or streaming. During the interview, he explains why he boosts Facebook posts...

On May 1, you’ll have an opportunity to take an active part in a Twitter Chat that Life Happens will be hosting to kick-off Disability Insurance Awareness Month. Join Life Happens as we moderate a Twitter Chat focused on how important disability insurance is, and why you need to be talking to your clients about it and...

Get this: More than half of Millennials will ask friends and followers on social media for recommendations when searching for an agent or advisor, and then will vet what they are doing on social media. Gen Xers are not far behind at 44%. Plus Two-thirds of consumers would not do business with an advisor who has an out-of-date...

Texas insurance agent Melinda Quiroz says agents must change their mindsets to properly approach social media marketing for their business. “If you’re not on social media and you’re not taking advantage of all the platforms that are out there, then you’re losing in business,” says Quiroz during...

Aurora Tancock, CFP, FLMI, AIAA, president of Aurora Tancock Financial Services and 15-year MDRT member, says that what she does is “a calling.” She does financial planning, taking into account both the wealth side and the risk side. She takes a holistic approach with her clients, many of whom are 45+, including...

The latest episode of the Marketing Happens podcast is available for download and streaming. I interview industry-veteran Terry Golesworthy from The Customer Respect Group. He discusses past and current trends that he analyzes for his newsletter about social media for financial services, Social Eyes. He also talks about...

I think this post pretty much sums up what we do in our industry and what the Insure Your Love campaign is all about. Life insurance IS love insurance. Have you gone over to www.lifehappens.org/thisislove to check out how other agents and advisors are spreading the word on social media? We have a curated collection there and...

In this Instagram-able world, it’s not what you think. According to our new survey, people want their significant other to have a sense of humor and a handle on their finances (but not necessarily wealth!). Looks, style, well, not as important. This is good news for us, because we can help people with #2, can’t...