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The LegacyShield Blog

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Successful Insurance Agents Love the Sandwich (Generation)

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to Gen X and Millennials,...

Staying Ahead of the Curve for Insurance Agents

Becoming a better insurance agent is a never-ending process. Our industry is well represented by the aphorism “Once you...

Why Insurance Agents Should Care About Collaboration

Policyholders are looking for more than just a policy these days. Customers want an insurance agent who acts as their...

Unlocking Success for Insurance Agents

There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal or professional,...

What is a Digital Workspace for Insurance Advisors?

Insurance has traditionally been a low-touch industry, one in which advisors and clients can go months or even years...

Insurance Advisors: What You Need to Know About Millennials

Millennials recently overtook Baby Boomers as the largest living generation in the United States and it’s time for the...

Insurance Advisors: Dress for (Online) Success

First impressions matter. That’s why, for decades, “dressing for success” has been a key piece of advice across...

What Insurance Agents and Advisors Need to Know About Privacy

As our world becomes more digital, privacy has become an increasing concern – particularly for the insurance industry....

Insurance Technology: Past, Present & Future [Q&A with Marc Schwartz]

Technology has been pivotal in transforming the life insurance sector for decades – and adapting to those changes has...