Digital Workspace What is a Digital Workspace for Insurance Advisors? Insurance has traditionally been a low-touch industry, one in which advisors and clients can go…Dan PiersonAugust 26, 2020
Prospecting What Insurance Advisors Need to Know About Millennials Millennials recently overtook Baby Boomers as the largest living generation in the United States and…Dan PiersonAugust 19, 2020
Digital Workspace What Insurance Agents and Advisors Need to Know About Privacy As our world becomes more digital, privacy has become an increasing concern – particularly for…Dan PiersonAugust 5, 2020
Insurance News Insurance Technology: Past, Present & Future [Q&A with Marc Schwartz] Technology has been pivotal in transforming the life insurance sector for decades – and adapting…Dan PiersonJuly 29, 2020
Digital Workspace Let’s Link – Collaborate with clients in a secure virtual workspace As a leader in life insurance technology since 2014, LegacyShield has provided insurtech solutions that…Dan PiersonJuly 22, 2020
Prospecting Insurance Lead Generation Lead generation and networking for referrals are the foundation for building and growing your book…Dan PiersonJuly 15, 2020
Insurance News Prepare Your Insurance Practice Now for the Uncertain Future of COVID COVID-19 has been on an uncertain trajectory since its case numbers first started to spike…Dan PiersonJuly 8, 2020
Successful Insurance Agent Why Insurance Agents Should Care About Collaboration Policyholders are looking for more than just a policy these days. Customers want an insurance…Dan PiersonJuly 3, 2020
Life Insurance Life Insurance Trends 2020 If these past few months have taught us anything, it’s that trend-forecasting is an inexact…Dan PiersonJuly 1, 2020
Life Insurance How to Recruit Life Insurance Advisors in 2020 Finding qualified candidates is always a priority at insurance agencies and firms – but with…Dan PiersonJune 24, 2020
Insuretech & Technology Where We’re Going: LegacyShield Founder Q&A [Part 2] The life insurance industry hasn't kept pace with other financial and insurance sectors when it…Dan PiersonJune 17, 2020
Insuretech & Technology Who We Are: Q&A with Founder of LegacyShield [Part 1] The life insurance industry is rapidly changing as technology becomes critical to communicating with clients…Dan PiersonJune 10, 2020