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3 Strategies to Engage Clients with Your Emails

3 Strategies to Engage Clients with Your Emails

by Lucas Vandenberg | Sep 10, 2024 | Lucas Vandenberg, Marketing, Sales & Marketing

Effective email communication is essential for licensed insurance agents and financial professionals alike. With clients receiving numerous emails daily, it’s imperative to create messages that capture their attention and convey the importance of your services....
2024 MA Enrollment Trends & What They Mean for This AEP

2024 MA Enrollment Trends & What They Mean for This AEP

by Lucas Vandenberg | Jun 17, 2024 | Health, Lucas Vandenberg, Medicare/Medicare Advantage

The Medicare Advantage (MA) market has experienced remarkable growth in recent years, with more seniors opting for the alternative to traditional Medicare. In 2024, enrollment trends continued to show substantial numbers, albeit slower than in previous years....
Alleviating Financial Stress: 4 Tips To Help Your Clients Retire Comfortably

Alleviating Financial Stress: 4 Tips To Help Your Clients Retire Comfortably

by Lucas Vandenberg | May 18, 2023 | Accumulation & Retirement Income, Lucas Vandenberg, Wealth

Are your clients worried about having enough money to retire? They’re not alone. According to new research, many Americans at or near retirement age aren’t confident with the amount of money they’ve saved. Register to read entire article or Username Password Remember...
Layoffs Ahead: 5 Ways Financial Advisors Can Help Clients Amid Job Loss

Layoffs Ahead: 5 Ways Financial Advisors Can Help Clients Amid Job Loss

by Lucas Vandenberg | May 10, 2023 | Asset Management/Advisory, Lucas Vandenberg, Wealth

As layoffs continue to trend heading into summer 2023, financial advisors must be proactive in helping their clients prepare for the very real possibility of lost income. Just this past March, job cuts nationwide were up 15% compared to a month earlier. Register to...
Medicare Lead Generation: 8 Ways to Drive Outbound Leads

Medicare Lead Generation: 8 Ways to Drive Outbound Leads

by Lucas Vandenberg | Feb 9, 2023 | Health, Lucas Vandenberg, Medicare/Medicare Advantage

Every Medicare business needs lead generation to stay afloat. But with all the different lead gen strategies and channels out there, it’s hard to know where to begin. Do you need to generate inbound or outbound leads? How much will it cost? How do you choose the best...
Medicare Lead Generation: 6 Ways to Drive Inbound Leads

Medicare Lead Generation: 6 Ways to Drive Inbound Leads

by Lucas Vandenberg | Feb 9, 2023 | Health, Lucas Vandenberg, Medicare/Medicare Advantage

Leads are the lifeblood of any insurance business, but they can be a constant headache for newbie agents and agency owners alike. There are countless lead generation strategies out there, all with their own strengths and weaknesses. How do you choose the right course...
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