People who have requested non-specific information These are people who have completed a survey at the county fair, a mall, on line, etc in which they expressed information in “investments” or “tax savings.” As you might guess, these people are no likely to be an annuity lead any better than your deaf grandmom, Bessy. Yet, [...]
Annuity Direct mail Direct mail works no matter what someone else told you or your own experience. Just because it did not work for you, does not mean it does not work. If you read 25 books on the science of direct mail like we have, you can make it work also. It’s a science [...]
If you have read the previous posts on generating annuity leads and buying annuity lead lists, you now know what to ask before buying someone’s annuity lead system: 1. how are the leads generated 2. did the prospects get talked into it or did they respond of their own initiative 3. what offer did they respond to—was it [...]
Now, more than ever before, people are looking for security when they may financial decisions. For some people, this involves seeking out the advice of a qualified financial advisor to assist in making the tough decisions about how their money is invested. Obviously, you want to be this person that customers flock to with their [...]
Despite the growing number of people who are using the Internet for everything from information gathering to buying everyday items, most annuity agents tend to grumble and grown about how putting together and maintaining an annuity website is a waste of time and effort. And to some degree, it’s true – if you put up [...]
The conventional wisdom in the annuity sales world is to bend over backwards, doing everything you can to please any customer that comes knocking at your door. But in reality, trying to be everything to everyone can make you seem disjointed and disorganized to prospective customers. In the third installment of the guerilla annuity sales [...]
As an annuity agent, you need to know who to believe and listen to. You want the skill to develop when someone is telling you things for their benefit (e.g. an insurance company or marketing organization) and if that differs from what is true. Your ultimate legal and ethical responsibility is to the client for [...]
This calculator shows how the purchase of a deferred annuity can reduce or eliminate the tax that a senior pays on social security benefits by reducing the senior’s provisional income. The social security benefits tax is explained and sample calculations provided in Publication 17 from the IRS. In some cases, the savings from the purchase [...]
The big deal being made out of equity index annuities being classified as securities by SEC Rule 151A is a big deal for the issuers, not for agents. Individual agents have two ways to accommodate this change. 1. Your first option to deal with rule 151A is to go get a securities license and get affiliated [...]
Find out which gender, which age, which income segment of people are your best annuity buyers at Javelin Marketing Downloads. Get your copy of the data. Listen to this post Bookmark It
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