No random acts of marketing — be intentional & get results

Selling insurance isn’t just about closing deals—it’s about marketing yourself first. People buy from agents they trust, but if they don’t know you exist, they can’t buy from you at all.

Think of it like dating. You wouldn’t show up to a restaurant, introduce yourself to every single person, and hope someone wants to go out with you. That would be… a little much. Instead, you’d be strategic—you’d put yourself in the right situations, make a strong first impression, and engage in meaningful conversations.

Marketing works the same way. If you’re using a “spray and pray” approach—randomly posting on social media, buying leads without a follow-up plan, or spending money on ads without tracking results—you’re wasting time and money. Marketing always has a cost, whether it’s in dollars or effort. The question is, are you investing wisely?

How to market yourself like a pro

Instead of throwing everything at the wall and hoping something sticks, take a strategic approach:

Define Your Ideal Client. Who do you actually want to work with? The more specific you are, the easier it is to reach them.

Pick Your Channels Wisely. Not every platform or marketing method will work for you. Focus on the ones where your audience is already paying attention.

Have a Follow-Up Plan. Whether it’s an email sequence, a call schedule, or a content strategy, make sure every outreach effort has a next step.

Measure & Adjust. Track what’s working and what’s not. If something isn’t bringing in business, tweak it or cut it.

Marketing is a pay-to-play game, but the most successful agents don’t just spend money—they invest it with intention. If you want better results, stop relying on random acts of marketing. Be strategic, be intentional, and watch your business grow.

Need help building a marketing plan that actually works? Let’s talk.

*Complimentary for contracted and producing partners

Fixed Indexed Annuities (FIAs) do not involve investments in an index. The index performance used to calculate credited interest typically does not include dividends. Some FIAs involve the use of multiple indexes. Methodologies for crediting interest differ among FIA products (e.g., point to point, high water mark, annual resets, single year, multi-year, etc.). Interest crediting methodologies may include caps, participation rates, spreads, margins, or fees that may change from time to time depending on the product.

Interest and other guarantees in an annuity are subject to the claims-paying ability and financial strength of the insurance carrier that issues the product. Annuities are long-term vehicles. Many have surrender charges over many years, and withdrawals from an annuity prior to age 59 ½ may be subject to a 10% tax penalty.

Reducing or skipping premium payments will impact the amount of interest paid and may impact how long the policy lasts. Accessing the cash value of a policy will reduce the available cash surrender value and the death benefit. A policy owner does not have the ability to make unlimited payments into the policy. If too much is paid into the policy, it will become a Modified Endowment Contract (MEC) and withdrawals and loans will be taxable. Policy guarantees are based upon the claims-paying ability of the issuing life insurance company.

There are multiple ways to insure for long-term care needs. Options vary and some are less expensive than others, but may offer fewer guarantees. A financial professional can work with you to determine what coverage is right for you and how much coverage you should purchase. Health insurance doesn’t cover long-term care expenses. Medicare will cover some long-term care costs, but only up to 100 days (after a 3-consecutive-day stay in a hospital under treatment). Medicaid will cover long-term care expenses for individuals with assets of $2,000 or less (varies by state) and covered care may be limited to a nursing home. Paying for long-term care costs out of pocket may not be practical or cost-efficient for many people.