Field notes · 13 guides
Life & Annuity
How to market life insurance, IUL, annuities, and mortgage protection — product-specific playbooks, not generic social media advice.
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- 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.
- 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 carrier or reputational blowback.
- 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, and the offers that convert.
- June 29, 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.
- July 11, 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.
- June 29, 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.
- 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, with a comparison table to pick the two you should run first.
- 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 building a benefits pipeline.
- 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 that fit them.
- 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, your lead quality, and your close rate.
- June 29, 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.
- 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 you can run week after week.
- 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 reach them.
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