LISG
Creative
Strategic Marketing for the HNW Life Insurance Market
Looking to grow your life insurance business but not ready to build an in-house marketing team?
We can help.
LISG Creative offers outsourced CMO services built specifically for professionals working with high-net-worth (HNW) clients, private placement life insurance (PPLI), and advanced estate planning strategies.
We combine deep industry knowledge with strategic marketing execution to help you attract ideal clients, build strong referral networks, and position your firm as a trusted authority.
We Know the Life Insurance Market Because We’re From It
We Speak Fluent Life Insurance.
You won’t waste time explaining what PPLI is or how a split-dollar arrangement works. We’ve worked inside carriers, collaborated with RIAs and family offices, and built marketing campaigns for some of the most advanced life insurance strategies on the market.
Our marketing is compliant, credible, and conversion-focused, whether you're targeting ultra-high-net-worth individuals or their gatekeepers.
What Our Outsourced CMO Model Includes
We provide full-stack marketing support tailored to life insurance professionals, including:
Strategic Brand Positioning
We refine your message, define your audience (RIAs, family offices, attorneys, HNW families), and build your unique value proposition.
Digital Infrastructure Optimization
We update your website, set up email systems, and optimize your social media so your digital presence supports your growth.
Content Creation for Education & Growth
We create compliant and compelling content, including thought leadership, blog posts, email campaigns, social media, pitch decks, and more.
Campaign Execution & Ongoing Marketing
From idea to implementation, we manage campaigns, track performance, and refine your strategy based on results.
Our Proven Three-Phase Approach
01
02
03
Build
Launch
Execute
Phase One:
Build the Foundation. Every great marketing strategy starts with clarity. In this first phase, we get to the root of who you are, who you're trying to reach, and what makes you different.
We refine your brand voice, define your ideal audience (whether that’s RIAs, family offices, attorneys, or direct clients), and identify the core messages that will resonate.
We also take a hard look at your digital infrastructure, your website, social media presence, and email platforms, to make sure you're set up to communicate consistently and effectively. This is where we establish your content pillars and start organizing your existing materials into a cohesive foundation for growth.
Phase Two:
Launch the Message. Once the strategy is solid, it's time to get the message out. In this phase, we shift from planning to publishing, rolling out your first wave of marketing materials across web, email, and social.
We create and launch strategies to start building your email list, write your first thought leadership piece, and develop a content calendar that ensures regular, high-quality engagement with your audience.
We also arm you with the tools you need to deepen relationships with referral sources from polished pitch decks to advisor-facing and client-friendly educational pieces. It’s all designed to help you look credible, sound confident, and build trust at every touchpoint.
Phase Three:
Execute and Optimize. With the engine running, we don’t just step back, we step up. This phase is about keeping your marketing machine in motion while constantly refining for better results. We produce ongoing social media and newsletter content, create new campaign materials based on market trends, and support webinars, speaking engagements, or media outreach as needed.
We also work behind the scenes to analyze what’s working, adjust where needed, and make sure your marketing continues to drive real business outcomes.
Whether it's deepening relationships with COIs or generating new conversations with qualified prospects, this is where your marketing starts to feel like momentum.
Why Choose LISG Creative as Your Outsourced CMO?
We're Trusted by Top Insurance Professionals and Firms
From carriers to BGAs to boutique advisory firms and family office consultants, we help life insurance experts level up their marketing and win the trust of high-value clients and COIs.
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Deep expertise in life insurance, PPLI, and HNW client planning
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Cost-effective alternative to building a full marketing team
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End-to-end support, from strategy to execution
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Marketing that’s built to pass compliance, resonate with clients, and convert
If your brand, content, and communication aren’t keeping up with your expertise, let’s fix that.
Schedule a consultation today to see how working with LISG Creative can support your growth.