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Our Marketing Blog

Welcome to our blog! We are here to provide valuable tips and information on how to effectively market in the legal, financial, Medicare, Estate Planning, Preneed and senior living industries. Our goal is to provide the best information on maximizing your marketing potential and customer acquisition strategies. With years of experience in the industry, we know what works for different businesses and can help you find solutions that benefit your company. Whether you’re looking for tricks to optimize online marketing campaigns or need advice on understanding your target audience, you can rely on our blog for innovative insights.

Marketing Strategies

Marketing Strategies

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Financial
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Legal

Legal

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Medicare
Medicare
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Estate Planner

Estate Planner

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Preneed

Preneed

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Senior Living

Senior Living

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Newsroom

Newsroom

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Resource Center

We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.

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Resource Center

We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.

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Podcast

Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.

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Podcast

Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.

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Client Testimonials

We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.

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Client Testimonials

We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.

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Latest Blog Posts

Happy couple sits on the couch, reviewing paperwork in front of them with their Medicare plans
Jul 14 2025
Marketing, Medicare

Medicare Marketing Tactics to Drive Qualified Leads for AEP

In this post, we’ll break down four powerful Medicare marketing tactics that consistently drive results: educational seminars, webinars, community...
Close up of a business man holding out his hand to shake
Jul 10 2025
Marketing

Why Trust Is the Most Valuable Currency in Business

If you’re a small business owner focused on long-term growth, understanding why trust is important should be central to your strategy.

Professional woman works on a laptop on her desk, with papers and a coffee mug nearby
Jun 23 2025
Marketing, Medicare

Medicare Compliance Check: What’s New for This AEP?

Each year, CMS updates or clarifies its guidelines. This blog will walk you through what’s new for compliance for AEP, plus the dos and don’ts of...
Items on a desk, including a laptop open to graphics and the word PPC, a glass with pencils, a notepad, and a pair of glasses.
Jun 16 2025
Estate Planning, Marketing

Innovative Approaches to Estate Planning Attorney Marketing in the Digital Age

Among marketing strategies, pay-per-click (PPC) advertising stands out as one of the most effective tools for modern marketing strategy. The best...
Financial advisor speaks to a crowd, with lots of hands raised for questions
Jun 12 2025
Financial, Marketing

Building Your Brand: Establishing Authority through Financial Planning Seminars

Financial seminars have emerged as one of the most powerful tools for establishing credibility, building authority, and growing your client...
Professional man stands in front of a large wall covered in light blue and white marketing metrics and graphics
Jun 05 2025
Funeral, Marketing

Measuring Success: Key Metrics for Evaluating Preneed Marketing Campaigns

Whatever your funeral home marketing strategy, tracking what’s working helps you do more of what matters: reaching families when they need you most....
Blue paper with a segment torn. Underneath the tear, is says "Storytelling is the best marketing"
Jun 02 2025
Estate Planning, Marketing

The Power of Storytelling: Using Narratives to Connect with Clients in Estate Planning Advertising

How do successful estate planning attorneys break through hesitation and grow their firm? The answer lies in one of the oldest communication tools...
Mature woman in yellow sits at her desk, glasses in hand, in thought about her Medicare choices.
Jun 01 2025
Medicare

Maximize Your Book of Business Before AEP Starts: Smart Strategies for Medicare Agents

If you want to make the most of AEP, now’s the time to take a closer look at your current clients and build a clear plan for outreach. In this blog,...
An archery target sits at the bottom of the image with a red dart in the center
May 29 2025
Marketing

Avoid These Common Mistakes When Targeting Your Audience

If you want to refine your marketing strategy and ensure you’re reaching the right people, it’s important to recognize and avoid these common...
Black chalkboard with Marketing Strategies and other marketing related words in white chalk
May 22 2025
Estate Planning, Marketing

Crafting a Comprehensive Estate Planning Marketing Strategy

To grow your client base you need more than just experience. You need a robust estate planning marketing strategy. In this blog, we’ll walk you...
Black background with two road signs pointing in opposite directions. One says Right, and one says Wrong.
May 19 2025
Marketing

5 Signs You’re Targeting the Wrong Audience

Let’s explore five telling signs that you may be targeting the wrong audience, how this misstep can manifest across your marketing funnel, and how...
Mature couple sitting at a table with a preneed provider discussing arrangements
May 15 2025
Funeral, Marketing

Informing and Empowering Consumers in Preneed Planning

When families think about the future, they often focus on savings, retirement, and protecting their loved ones. As a funeral professional, you know...