Lead generation is a critical piece of growing your insurance or investment business. But there are many potential lead sources out there, and not all are created equal. In our many conversations with insurance and investment professionals, TV leads are typically looked at as out of reach — the Holy Grail of leads. Most independent advisors believe TV leads are something only large insurance carriers or investment companies can engage in. The process looks much too expensive and difficult to navigate for smaller, independent entities.  

Kelly Kleinsasser