Field notes · 13 guides
Life & Annuity
How to market life insurance, IUL, annuities, and mortgage protection — product-specific playbooks, not generic social media advice.
Want this run for you instead of by you? See life and annuity agent marketing.
- Updated September 5, 2026
How to Generate IUL Leads With Marketing
How to generate IUL leads with your own marketing versus buying them. Published lead prices, the consent rules on a bought lead, and the channel plan.
- Updated September 5, 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 carrier or reputational blowback.
- Updated September 5, 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, and the offers that convert.
- Updated September 5, 2026
How to Run Mortgage Protection Facebook Ads Without Tripping Meta's Rules
How to run mortgage protection Facebook ads inside Meta's Special Ad Category: the targeting Meta removes and the creative that still converts.
- Updated September 6, 2026
How to Sell Life Insurance: The Needs-Based Process
How to sell life insurance with a needs-based process: discovery scripts, an objection-handling table, licensing basics, and an honest look at the odds.
- Updated September 5, 2026
Key Person Insurance Marketing Ideas That Actually Reach Business Owners
Key person insurance marketing ideas for agents who sell to business owners: targeting, offers, buy-sell agreement marketing, and a lead system that runs.
- Updated September 6, 2026
Life Insurance Marketing Ideas That Move Policies, Not Just Impressions
Practical life insurance marketing ideas for agents, ranked by cost, speed, and effort, with a comparison table to pick the two you should run first.
- Updated September 5, 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 building a benefits pipeline.
- Updated September 5, 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 that fit them.
- Updated September 6, 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, your lead quality, and your close rate.
- Updated September 5, 2026
AI Search for Annuity Agents: The GEO Playbook to Get Cited, Not Skipped
AI search for annuity agents: a GEO playbook for getting cited by ChatGPT, Perplexity, and Google AI Overviews, with structure, schema, and proof tactics.
- Updated September 5, 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 you can run week after week.
- Updated September 6, 2026
No Exam Life Insurance Marketing: A Playbook for Reaching Younger Buyers
No exam life insurance marketing for younger buyers: the offer math, the ad disclosure rules, and the funnel that turns a no-exam hook into bound policies.
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