Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For financial professionals specifically, there are a few trends and tactics that…
The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prepare for the beginning of the new year? While…
This is the time of year when most entrepreneurs are fully engaged in holiday marketing campaigns. The next few weeks will see businesses hitching themselves onto Black Friday, Cyber Monday, and other year-end sales wagons. However, there is another, often-overlooked event coming up that is also worthy of your attention – Small Business Saturday. The locally-focused…
When it comes to long-term care insurance, many producers focus their efforts on individual consumers. Understandable, given the value of LTCI in the face of rising long-term care expenses. However, it would be a mistake to overlook small businesses. Many business owners may not be aware of how long-term care insurance can be used to…
The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others do not want to accept that a time may come when they can no longer live independently. However, the truth is that nearly 70% of Americans will need long-term care at some…
November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuity in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…
As a producer in the financial services space, your goal is to provide comprehensive solutions that address the full spectrum of your clients’ needs. While Medicare products serve an essential role in healthcare coverage, many clients nearing, or in retirement face additional financial concerns—namely, securing their income and ensuring their legacy. This is where cross-selling…
The more than 68 million Americans who receive Social Security retirement benefits are set to receive a cost-of-living increase next year. The Social Security Administration (SSA) announced last week a 2.5% COLA boost for 2025. This is slightly lower than last year’s 3.2% increase but on par with current inflationary rates. The increase will see the average…
We have covered the history of CD replacement month at great length here at Marketing Corner. Traced back to the October 19, 1987 “Black Monday” stock market crash, this marketing opportunity comes around every April and October due to the product’s 6- and 12-month renewal periods. As a financial professional, you’re probably already familiar with…
Historically speaking, October has been a tumultuous month for the economy. This year will bring the 36th anniversary of Black Monday (October 19, 1987) and the 34th anniversary of the Friday the 13th Mini Crash (1989). While the more recent financial crisis of 2008 played out over several months, much of the action – Lehman…
