My firm 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 annuities. Other [...]
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 [...]
Stop This from Happening
You meet a 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 has just invested $100,000 [...]
The annuity business 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, so you [...]
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 prospects. Think about it – just like no single pair of pants really fits everyone in the world, every one of your prospects will respond [...]
People are so used to junk mail that they’re often disappointed when their mailbox is empty! As much as they like to complain, everyone wants to have something in their mailbox when they get home at the end of the day. As an annuity agent, you may have heard that direct mail campaigns are a [...]
Take a second to think about today’s advertising landscape. Annuity prospects are exposed to dozens of conflicting sales messages every day – to have success with annuity selling, you’ve got to find a way to cut through the clutter. In this second installment of the guerilla annuity selling principles series, we’ll take a look at [...]
If you’re in annuity sales, you already know that you need to have annuity leads that will generate sales to stay in business. Some of these leads will come from traditional advertising, but if you rely on advertising alone to generate annuity leads for your business, you’ll miss some opportunities as different people pay attention [...]
Please realize that there are three parties to the financial benefits of an annuity sale: the insurance company, the agent and the buyer. If you seek to sell those annuities that pay the highest commission, realize that means less for the other two parties. Do you think that the insurance company is paying you more [...]
Most articles in this annuity blog concern generating annuity leads. But what you do with those leads is critical. Unfortunate, many agents are hit and run: they make a presentation and if they don’t get the annuity sales, they’re off to the next prospect. But be honest, this loses a lot of potential business because [...]
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