Field notes
Marketing playbooks from a working lead operation.
- Final expense · June 29, 2026
How to Get Final Expense Leads Without Cold Calling
How final expense agents get qualified leads without cold calling: inbound forms, paid social, live transfers, referrals, and SEO. Costs, tradeoffs, and
- Final expense · June 29, 2026
The Final Expense Telesales Script That Holds Up Call After Call
A practical final expense telesales script with numbered structure, a rebuttal table, and the lead types that actually close on the phone for
- IUL / tax-free retirement · June 29, 2026
How to Generate IUL Leads With Marketing
How to generate IUL leads with your own marketing engine versus buying them. Real CPL math, channel breakdown, and when buying makes sense for agents.
- Final expense · June 29, 2026
How to Get Final Expense Leads: Sources, Costs, and Contact Rates
How to get final expense leads: compare cost per lead, exclusivity, and contact rate across direct mail, Facebook, telemarketed, aged, and self-generated
- GEO / AI search · June 29, 2026
How to Get Your Insurance Agency Recommended by ChatGPT
How to get your insurance agency recommended by ChatGPT: a practical GEO playbook on entities, schema, citations, llms.txt, reviews, and answer-first
- Final expense · June 29, 2026
Guaranteed Issue Final Expense Marketing: How Agents Actually Sell It
How to run guaranteed issue final expense marketing that profits: who to target, compliant ad angles, the graded-death-benefit message, and the numbers
- Paid ads / PPC · June 29, 2026
Insurance PPC Cost Per Click by Line: What You Actually Pay, and How to Pay Less
Insurance PPC cost per click by line, with a CPC benchmark table, why insurance clicks are expensive, and the levers that lower your cost per acquired
- Final expense · June 29, 2026
Is Final Expense PPC Worth It? The ROI Math, Not the Hype
Is final expense PPC worth it? We break down Google and Facebook ad costs, a real cost-per-lead table, and the close-rate math that decides whether paid
- Final expense · June 29, 2026
Marketing for Final Expense Agents: A Working Playbook
A practitioner's playbook for marketing for final expense agents — lead sources, compliant ads, follow-up, and the numbers that decide whether you profit.
- IUL / tax-free retirement · June 29, 2026
IUL Marketing Compliance: What to Say, What to Avoid
IUL marketing compliance for agents: what to say, what to avoid, and how to advertise indexed universal life without inviting reputational or carrier
- IUL / tax-free retirement · June 29, 2026
Tax-Free Retirement Marketing: A Compliant Playbook for IUL Agents
A compliant tax-free retirement marketing playbook for IUL agents: how to message TFRA and Section 7702 without hype, the offers that convert, and where
- Mortgage protection & business life · June 29, 2026
How to Run Mortgage Protection Facebook Ads Without Tripping Meta's HOUSING Rules
How to run mortgage protection Facebook ads inside Meta's HOUSING Special Ad Category. The targeting that's banned, the creative that converts, and the
- Marketing strategy · July 4, 2026
Best CRM for Insurance Agents: An Honest, Vendor-Neutral Guide
A vendor-neutral guide to the best CRM for insurance agents — CRM vs AMS, the best tools by line and budget, real 2026 pricing, and where marketing fits.
- Marketing strategy · July 4, 2026
Digital Marketing for Insurance Agents: The Channel-by-Channel Playbook
Digital marketing for insurance agents, channel by channel: which of SEO, PPC, social, email, and AI search to run first — by line and budget. Free audit.
- Auto insurance marketing · July 4, 2026
Shared vs Exclusive Auto Insurance Leads: A Cost-Per-Policy Breakdown
Shared vs exclusive auto insurance leads compared on cost per sold policy, contact and bind rates, and where each wins — so P&C agents pick what actually pays.
- Paid ads / PPC · July 4, 2026
Facebook Ads vs Google Ads for Insurance Agencies: Which Wins?
Facebook ads vs Google ads for insurance agencies: intent, cost, lead quality, and which channel fits final expense, Medicare, and auto — plus how to run both.
- GEO / AI search · July 4, 2026
How to Get Cited by Perplexity and Google AI Overviews as a Local Business
How to get cited by Perplexity and Google AI Overviews as a local business: answer-first passages, structured data, consistent NAP, and third-party citations.
- Paid ads / PPC · July 4, 2026
Google Local Service Ads for Insurance Agents: How LSAs Work
How Google Local Service Ads work for insurance agents: the Google Guaranteed badge, screening, pay-per-lead pricing, lead disputes, and where LSAs beat search ads.
- Reputation & local · July 4, 2026
How to Get More Google Reviews for Insurance Agents (Without Gaming It)
How to get more Google reviews for insurance agents: when to ask, the direct-link method, texting requests, responding to reviews, and staying compliant.
- Compliance & trust · July 4, 2026
Scope of Appointment & TPMO Compliance: The Agent's Operational Guide
A focused guide to Scope of Appointment and TPMO compliance for Medicare agents: SOA timing, CMS-10260, the disclaimer, call recording, and third-party rules.
- Lead generation · July 4, 2026
Telemarketing Insurance Leads: What Still Works in 2026
An honest guide to telemarketing insurance leads: telemarketed vs direct-mail vs live-transfer, DNC and TCPA compliance, and whether to buy or generate them.
- ACA / open enrollment · June 29, 2026
ACA Marketing Compliance for Agents: The CMS Rules, in Plain English
A plain-English guide to ACA marketing compliance for agents: the CMS marketplace rules, TPMO-style disclaimers, consent, and what changes each plan
- Final expense · June 29, 2026
Final Expense Lead Generation Companies for Agents: A Buyer's Map
A practitioner's breakdown of final expense lead generation companies for agents — vendor types, real cost-per-sale math, and when to build your own lead
- Final expense · June 29, 2026
Burial Insurance Lead Generation: Build In-House vs Buy
A numerate, operator-led breakdown of burial insurance lead generation: when building your own funnel beats buying leads, real CPL math, and how to
- Compliance & trust · June 29, 2026
CMS Medicare Marketing Rules for Agents: A Plain-English Walkthrough
A plain-English guide to CMS Medicare marketing rules for agents: TPMO disclaimer, call recording, Scope of Appointment, and what changes each plan year.
- Final expense · June 29, 2026
Exclusive vs Shared Final Expense Leads: A Cost-Per-Sale Breakdown
Exclusive vs shared final expense leads, compared on real cost-per-sale math, contact rates, and close rates so agents can pick what actually pays.
- Paid ads / PPC · June 29, 2026
How to Run Facebook Ads for Insurance Agents (Step by Step)
A step-by-step guide to how to run Facebook ads for insurance agents: Special Ad Category setup, creative that converts, lead forms, and TCPA-safe compliance.
- Final expense · June 29, 2026
Final Expense Leads: Cost Per Lead vs True Cost Per Sale
Final expense leads cost per lead vs true cost per sale: the math that decides profit. A worked example table, the formula, and how to lower your real CPA.
- Paid ads / PPC · June 29, 2026
How to Set Up Google Ads for Insurance Agents: Step by Step
A step-by-step guide to how to set up Google Ads for insurance agents: campaign structure, keyword and LSA setup, TCPA-aware compliance, and conversion tracking.
- ACA / open enrollment · June 29, 2026
How ACA Agents Fill Their Pipeline During OEP
A practitioner's playbook for ACA lead generation for agents during Open Enrollment. Build a marketing pipeline that compounds past Dec 15, with
- Final expense · June 29, 2026
How to Generate Final Expense Leads Instead of Renting Them
How to generate final expense leads instead of renting them: paid ads, SEO, referral systems, and content, with cost benchmarks and a build-vs-buy
- Medicare · June 29, 2026
How to Get Medicare Clients as an Agent (Channel-by-Channel)
How to get Medicare clients as an agent: the compliant acquisition channels that actually produce enrollments, ranked by cost, speed, and CMS risk.
- Final expense · June 29, 2026
How to Sell Final Expense Insurance Over the Phone
How to sell final expense insurance over the phone: a tested telesales process, rapport openers, a rebuttal table, and TCPA compliance for agents.
- Social / content / ops · June 29, 2026
Instagram for Insurance Agents: The Organic Playbook That Actually Moves Pipeline
Instagram for insurance agents: a practical organic playbook covering content pillars, Reels, posting cadence, and compliance for final expense
- Social / content / ops · June 29, 2026
Insurance Lead Follow-Up: The Cadence and Speed-to-Lead Math That Closes More Leads
An insurance lead follow-up cadence built on speed-to-lead and a multi-touch sequence. Exact timing, channels, and call counts agents can run this week.
- Lead generation · June 29, 2026
How to Get Insurance Leads Without Cold Calling
How to get insurance leads without cold calling: inbound systems, paid channels, cost-per-lead math, and a follow-up cadence that actually converts
- Mortgage protection & business life · June 29, 2026
Key Person Insurance Marketing Ideas That Actually Reach Business Owners
Practical key person insurance marketing ideas for agents who sell to business owners. Targeting, offers, buy-sell agreement marketing, and a lead system
- Life insurance product marketing · June 29, 2026
Life Insurance Marketing Ideas That Move Policies, Not Just Impressions
Practical life insurance marketing ideas for agents, ranked by cost, speed, and effort. Built by operators who run real lead campaigns. With a comparison
- Mortgage protection & business life · June 29, 2026
Group Life Insurance Marketing Strategies: Selling Employee Benefits to Employers, HR, and CFOs
Group life insurance marketing strategies that win employer, HR, and CFO buyers. A B2B playbook on targeting, offers, and a pipeline system built by
- Mortgage protection & business life · June 29, 2026
Mortgage Protection Marketing Ideas for Reaching Young Families
Mortgage protection marketing ideas built around how young families actually buy. Persona targeting, ad angles, and conversion systems from operators who
- Life insurance product marketing · June 29, 2026
Simplified Issue Life Insurance Marketing: How SI vs GI Changes Your Funnel
A practitioner's guide to simplified issue life insurance marketing: how SI vs GI changes your messaging, lead quality, and close rate. Built by people
- Medicare · June 29, 2026
Medicare AEP Marketing Strategies for Agents: The Operator's Playbook
A practitioner's playbook of Medicare AEP marketing strategies for agents — timing table, compliant ad moves, lead sources, and the numbers that decide
- ACA / open enrollment · June 29, 2026
Open Enrollment Marketing for Agents: A Q4 Playbook You Can Ship
A ship-before-Q4 open enrollment marketing playbook for ACA and Medicare agents: timelines, channels, compliant ad rules, and the lead math that decides
- Compliance & trust · June 29, 2026
TCPA Compliance for Insurance Agents Buying Leads
TCPA compliance for insurance agents buying leads: consent rules, the vacated FCC one-to-one rule, record-keeping, and what to demand from your lead
- Medicare · June 29, 2026
Turning 65 Marketing: Build a T65 System That Runs Every Month
A CMS-compliant turning 65 marketing system for Medicare agents: how to find T65 prospects, time your outreach, stay inside TPMO rules, and build a
- Marketing strategy · July 4, 2026
Best Insurance Marketing Agencies for Agents: A Buyer's Guide
An honest, criteria-based guide to choosing the best insurance marketing agency: what to evaluate, the types of providers, and the tradeoffs — no fake rankings.
- Property & Casualty · July 4, 2026
Cross-Selling and Account Rounding for P&C Agencies
How P&C agencies use cross-selling and account rounding to lift retention and lifetime value — the trigger points and marketing systems that make the ask.
- Agency growth · July 4, 2026
How to Recruit Insurance Agents: The Recruitment-Marketing Playbook
How to recruit insurance agents with marketing, not just job boards: employer brand, recruitment ads, funnels, and referral systems for agencies and FMOs.
- Marketing strategy · July 4, 2026
What Does an Insurance Marketing Agency Do?
What an insurance marketing agency actually does for agents: the services included, DFY vs DIY vs lead vendors, how to evaluate one, and when you actually need it.
- Final expense · June 29, 2026
Aged Final Expense Leads: What They Are and When the Math Works
Aged final expense leads cost a fraction of fresh leads. Here's what they are, the ROI math that decides if they work, and when to skip them.
- Final expense · June 29, 2026
Best Final Expense Agent Websites: What Actually Converts (Criteria + Patterns)
What separates the best final expense agent websites from brochure sites. A criteria checklist, conversion patterns, and a scoring table you can run on
- Final expense · June 29, 2026
How to Evaluate the Best Final Expense Carriers for Agents
How agents should evaluate the best final expense carriers for agents — underwriting niches, commission, rate classes, and a scoring framework you can
- Marketing strategy · June 29, 2026
40 Final Expense Insurance Marketing Ideas You Can Steal This Week
A swipe-file of 40 final expense insurance marketing ideas across content, ads, lead gen, and follow-up — what to post, what to test, and what actually
- Final expense · June 29, 2026
Digital Marketing for Final Expense Agents: The Channels That Actually Produce
A practitioner's guide to digital marketing for final expense agents: which channels produce leads, what each costs, and how to sequence them by budget.
- Final expense · June 29, 2026
Final Expense Commission Levels for Agents: What Your Contract Actually Pays
How final expense commission levels and contract levels work for agents, what the ranges mean, and how your contract changes your real cost per sale and
- Marketing strategy · June 29, 2026
Insurance Agency Marketing Budget: % of Revenue and the CPL Math That Actually Matters
Set your insurance agency marketing budget by % of revenue, then back it into cost-per-lead and cost-per-sale math. Tables, benchmarks, and a budget
- Social / content / ops · June 29, 2026
The Final Expense Sales Funnel: From Click to Issued Policy
A practitioner's map of the final expense sales funnel from click to issued policy, with conversion benchmarks, a stage table, and the math that decides
- Final expense · June 29, 2026
Final Expense Sales Tips That Actually Move Placed Policies
Final expense sales tips from a working book: lead routing, speed-to-dial, scripting, and close mechanics that move final expense agents from contacts to
- Annuity / retirement marketing · June 29, 2026
AI Search for Annuity Agents: The GEO Playbook to Get Cited, Not Skipped
AI search for annuity agents: a practical GEO playbook to get cited by ChatGPT, Perplexity, and Google AI Overviews. Structure, schema, and proof tactics
- Auto insurance agency growth · June 29, 2026
How Auto Insurance Agents Win Clients Online
A practitioner's playbook for auto insurance agent marketing: the channels, math, and follow-up systems that turn online attention into quoted, bound
- Annuity / retirement marketing · June 29, 2026
How to Get Annuity Clients With Marketing (Without Buying a Single Lead)
How to get annuity clients without buying leads: a numerate, repeatable system for annuity client acquisition built on the same conversion discipline
- Final expense · June 29, 2026
How to Get Final Expense Leads as an Agent (New & Solo Edition)
A practical, numbers-first guide to how to get final expense leads as an agent, built for new and solo producers who can't afford to waste a dollar.
- Final expense · June 29, 2026
How to Grow a Final Expense Insurance Agency: The Four Levers
How to grow a final expense insurance agency using four levers: lead flow, recruiting, systems, and marketing assets. Numbers, tables, and an operator's
- SEO cluster · June 29, 2026
How to Rank an Insurance Agency Website on Google
How to rank an insurance agency website on Google: a practitioner's SEO guide covering technical setup, content, local signals, and the cadence that
- Auto insurance agency growth · June 29, 2026
How to Run Facebook Ads for Auto Insurance Agents
A step-by-step guide to running Facebook ads for auto insurance agents: audience setup, offers that beat rate-shoppers, ad structure, and the math that
- Compliance & trust · June 29, 2026
Insurance Marketing Compliance for Agents: What Actually Trips People Up
Insurance marketing compliance for agents, plain-English: TCPA consent, state advertising rules, and CMS Medicare requirements that keep your lead flow
- Home / homeowners agent marketing · June 29, 2026
Marketing for Home Insurance Agents: The Complete Playbook
A practitioner's playbook on marketing for home insurance agents: the channels that convert, what to budget, the tracking that proves ROI, and how to fix
- Life insurance product marketing · June 29, 2026
No Exam Life Insurance Marketing: A Playbook for Reaching Younger Buyers
A practitioner's playbook for no exam life insurance marketing to younger buyers — the offer math, ad mechanics, and conversion systems that turn
- Medicare · June 29, 2026
Medicare OEP Marketing Rules: What Agents Can and Can't Do (Jan 1–Mar 31)
Medicare OEP marketing rules explained for agents: what you can and can't do Jan 1-Mar 31, how OEP differs from AEP, CMS/TPMO limits, and the marketing
- Social / content / ops · June 29, 2026
Social Media for Final Expense Agents: Organic, Paid, and Compliant
Social media for final expense agents, explained by operators: organic vs paid, what each costs, and how to stay TCPA- and Meta-compliant without burning
- Final expense · June 29, 2026
Free Final Expense Leads for Agents: What They Really Cost
An operator's honest breakdown of free final expense leads for agents: where they come from, what they actually cost in time, and how to build cheap
See exactly where your agency is leaking leads.
15 minutes. We screen-share our own live lead dashboard and tear down your funnel line by line — no pitch deck, just numbers.