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Tips for Success in Social Media and Financial Advice

6/25/2020 2:00 PM EDT - 2:30 PM EDT
Webinar

Overview

Who Should Watch

LIMRA and LOMA members who are interested in learning how consumers use social media when looking for financial information and how you can leverage social media to reach consumers.

Registration is open to corporate office employees of LIMRA and LOMA members

Highlights

This webinar profiles the market for financial advice and the use of social media among those seeking an advisor. Tips include examples of the types of financial information users want on social media, as well as a review of various planning activities that different consumers find relevant. The joint webinar by LIMRA and Life Happens will reveal important data and insights, and include examples of successful social media tactics.

Presenters

James T. Scanlon, M.S., HIA
Assistant Vice President, Insurance Research - Markets, LIMRA

James T. Scanlon, M.S., HIA

Assistant Vice President, Insurance Research - Markets, LIMRA

Scanlon directs a team of LIMRA researchers focused on insurance product and service marketing. His program includes one-time topical studies, as well as recurring surveys that track consumer behaviors and ownership levels over time. Scanlon conducts projects with a focus on key consumer segments, including the middle market, affluent markets, and small-business owners. He holds an M.S. in resource economics from the University of Massachusetts, where he also earned a B. A. in economics.
Maggie Leyes
Chief Creative Officer, Life Happens, Life Happens

Maggie Leyes

Chief Creative Officer, Life Happens, Life Happens

Maggie Leyes is Chief Creative Officer at Life Happens, a non-profit that educates consumers about the importance of life insurance and related products in a sound financial plan. The team at Life Happens also creates marketing resources for the industry, through its Life Happens Pro platform, to move consumers to action. She has worked on the Insurance Barometer Study, and has created marketing resources based on it, since its inception.

Contact us to learn more:

Amanda Cristina

Senior Meeting Planner

LIMRA

(860) 298-3829

acristina@limra.com