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Getting to Yes: Proven Behavioral Science Strategies Marketers Can Use Today

11/13/2025, 1 - 2 p.m. ET
Webinar
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Overview

Who Should Join

  • Marketing leaders, strategists, and creative professionals in life insurance, annuities, wealth management, and retirement planning.
  • Anyone responsible for client acquisition, engagement, or retention.
  • Executives seeking proven ways to boost ROI and overcome “stalled” customer decisions.

Highlights

Marketing life insurance is hard. People think it's complicated. Or expensive. Or they don't want to think about it all.

But you still need to meet your numbers.

Fortunately, behavioral scientists have discovered that often people rely on decision-making shortcuts as they make their way through the day. And those shortcuts can be triggered to increase the likelihood people do what you hope.

Join Northwestern Mutual Insurance and HBT Marketing as they reveal what you need to know to add these triggers to your marketing messages. Hear how behavioral science infused campaigns have driven double and triple digit lifts over controls. And find out how you can easily include these tactics in your campaigns.​

Key Takeaways:

  • Understand why people really say “yes” (or don’t).
  • Behavioral Barriers Uncovered: Identify the hidden psychological roadblocks preventing your clients from engaging.
  • Proven, Actionable Tactics: See how Northwestern Mutual applied Behavioral Science Principles to align with how their customers make decisions and maximize results.
  • A Repeatable Testing Framework: Discover how continuous iteration delivers long-term ROI.
  • Inspiration + Application: Walk away with ideas you can immediately test in your own marketing programs.

Presenters

Neal Boornazian
President, HBT Marketing

Neal Boornazian

President, HBT Marketing

Neal’s passion for results drives him. He listens first and can quickly identify growth-levers to enable strategies focused on actionable opportunities, build brand-strength and deliver profitable results.  

With deep roots in management and marketing, Neal’s broad perspective makes him acutely aware of the myriad challenges facing business today.  

Having led and grown multiple agencies and businesses, Neal draws from over 25 years of expertise and successes across a wide spectrum of opportunities. Today, he leads HBT Marketing's strategic vision and growth, providing service and results that meet and exceed client goals and expectations.

From his perspective as a leader in integrated marketing and human behavior, Neal is laser-focused on helping our clients grow. 

Nancy Harhut
Chief Creative Officer, HBT Marketing

Nancy Harhut

Chief Creative Officer, HBT Marketing

Getting people to take action is what Nancy’s all about. Her specialty is blending best-of-breed creative with behavioral science to prompt response. A frequent speaker at industry conferences, Nancy’s shared her passion with audiences in London, Sydney, Moscow, Madrid, Stockholm, Sao Paulo, Berlin, and all over the US.She and her teams have won over 200 international and national awards for marketing effectiveness. Along the way, she’s helped generate $68 million in incremental revenue for Nationwide, create one of H&R Block’s most successful campaigns, and increase life insurance sales by 459% for Great-West Life. Nancy’s been named Online Marketing Institute Top 40 Digital Strategist, Ad Club Top 100 Creative Influencer, and Social Top 50 Email Marketing Leader. Her book, Using Behavioral Science in Marketing, Drive Customer Action and Loyalty by Prompting Instinctive Responses, is recognized with 9 awards, including the prestigious NYC Big Book Award. It’s currently being translated into 9 languages.

Andrea Rech
Vice President, Client and Content Marketing, Northwestern Mutual

Andrea Rech

Vice President, Client and Content Marketing, Northwestern Mutual

Andrea leads efforts to attract consumers to NM through relevant and engaging content and to drive growth with prospects and existing clients through targeted marketing campaigns. Andrea brings more than two decades of diverse marketing experience across B2C, B2B, agency and client-side roles in a variety of industries including financial services and retail. Since joining Northwestern Mutual in 2019, she’s held progressive roles in Client and Content Marketing, and her data-driven approach has contributed to growth in enterprise sales and client and advisor satisfaction. Through a combination of enhanced consumer insights, a structured testing methodology, and direct response marketing best practices, her team has created tens of millions of dollars in incremental enterprise value through ongoing test-and-learn initiatives aimed at helping advisors identify demand within their existing client base.

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