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February 2022
Client Acquisition
Strategic Marketing
The Right Way—and the Wrong Way—for Advisors to Use Radio
Consumer Research
Financial Industry Research
Life Insurance
How the Pandemic Affected Life Insurance
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Kyle Pesch
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Kayden Meyersick
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Windy Nash
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Lauren Edwards
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Janae Bonner
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Stephanie Smith
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Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Lauren Edwards
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Stephanie Smith
Senior Account Manager
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