What Every Insurance Agent Should Know Before AEP 2026

AEP is getting closer, but the marketing playbook has changed.

In this episode, Jo Barker and David Belleville look back at the biggest marketing shifts of 2026 so far and discuss what insurance agents and financial advisors should be paying attention to before the busiest season of the year.

They cover:

How AI is changing the way consumers search for information
Why online visibility now goes beyond Google
How to use AI as a productivity tool—not a replacement
The growing role of social media and short-form video
Why speed to lead matters more than ever
Simple ways to prepare your marketing before AEP

If you’re wondering where to focus your time during the second half of the year, this episode breaks down the trends that matter most in practical, easy-to-understand terms.

Want help building your strategy?https://marketingmentors.amerilife.com/?utm_source=podcast&utm_medium=streaming&utm_campaign=organic

#InsuranceMarketing #InsuranceAgent #FinancialAdvisor #AEP2026 #AI #DigitalMarketing #LeadGeneration #Medicare #MarketingPodcast #AmeriLifeMarketingMentors

Chapters

• (00:00:00) - Checking In: The Year of AI in Business
• (00:01:22) - Chat was your best friend...until...
• (00:02:49) - Cognitive consumer behavior has shifted
• (00:04:09) - Is AI Affecting Financial Websites?
• (00:05:30) - Have AI Audit Your Website
• (00:07:42) - What's the Advantage of Agents Using AI?
• (00:10:09) - How to Use AI for Efficiency in the Holidays
• (00:12:23) - AI and Complications
• (00:13:32) - Trends in Marketing for the Year
• (00:16:19) - Short Form Video
• (00:19:57) - What to Watch Out For In The Marketing World In 2026