annuity leads,annuity sales leads,annuity leads for agent

Annuity Leads

Posted On: February 19th, 2012 by Bob Richards

This blog contains the greatest amount of information you will find in one location about generating annuity leads.  Whether you are a new or veteran annuity agent, having a continuous and quality flow of annuity leads determines your volume of annuity sales, whether your annuity leads come from client referrals or whether your annuity leads [...]

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Get More Annuity Leads When you Stop Pitching Annuities

Posted On: April 29th, 2011 by Bob Richards

There is extreme product myopia in the annuity sales industry. Annuity brokers rely on annuity companies to provide an education on marketing and sales. However, the focus of the insurance companies is on the products they manufacture while the focus of the successful annuity broker must be on the client. Therefore, there is an incompatible [...]

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Annuity Leads by Using Direct Mail

Posted On: April 27th, 2011 by Bob Richards

Direct mail marketing is effective for generating annuity leads. But it only works if you do it RIGHT and there are many more ways to do it incorrectly and waste a lot of cash. Adhere to the following and you can generate a very sustainable flow of annuity leads at a reasonable cost. First of all, your mail [...]

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Insurance Internet Leads–the Good and the Ugly

Posted On: August 2nd, 2010 by Bob Richards

Any way you market your insurance business to gain insurance leads will have pros and cons.  For example, if you really study how to do seminars, you can do very well.  The first year however, while you learn what works and does not work in your area, you will need several thousand dollars in capital [...]

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Life Insurance Leads-Get the Gold

Posted On: September 21st, 2009 by Bob Richards

You’ve seen plenty of ads for life insurance leads.  How do you know which insurance lead service actually works? With most insurance lead services, what you usually know is that the prospect has filled out a form on the Internet requesting information or a quote.  Possibly, the prospect has provided their true age or accurate [...]

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How to sell annuities to prospects who are not looking for annuities

Posted On: June 15th, 2009 by Bob Richards

My firm ProspectMatch matches prospects with financial professionals and I have always found it curious that financial professionals only want leads of prospects seeking information on the products and services sold by the financial professional. In other words, the average annuity agent only wants us to match him with prospects that have expressed interest in [...]

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Annuity Marketing: Direct Mail Creation

Posted On: March 9th, 2009 by Bob Richards

Direct mail is a great way to get your message in front of targeted annuity prospects.  It gives you the chance to be creative with your message, is relatively inexpensive to implement and will help you separate the wheat from the chaff when it comes to identifying potential annuity clients.  In fact, many annuity agents say [...]

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Insurance Newsletter has Prospects Call You

Posted On: March 6th, 2009 by Bob Richards

Stop This from Happening You meet an annuity prospect, but he does not make an appointment. Or you do meet with him, but he decides not to take action. So you put his contact information into your tickler for a call in 90 days. When you call him in 90 days, you find out he [...]

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How Professional Designations Can Help You Sell Annuities

Posted On: March 5th, 2009 by Bob Richards

The business of selling annuities is very competitive.  Not only are you competing with other annuity agents, but also with the possibility that the money from a potential client could be deposited into an IRA or a different retirement plan altogether.  Obviously, you want to be the one that the client entrusts with their money, [...]

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The Key to Selling Annuities–Understand Your Annuity Prospect

Posted On: February 27th, 2009 by Bob Richards

The absolute worst thing you can do when selling annuities is to use a “one size fits all” sales process, marketing annuities in the same way to each of your annuity prospects.  Think about it – just like no single pair of pants really fits everyone in the world, every one of your prospects will [...]

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