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 with [...]
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.
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Sounds good. But have you ever heard the saying “there’s no such thing as a free lunch?” If the saying holds true, then either the free annuity leads aren’t worth much or there is a cost you don’t know about. Let’s look at both possibilities.
If someone is willing to give you free leads, ask about [...]
There is no trick to making a lot of money in annuity sales. Like all sales, it boils down to quality and quantity of annuity leads. Quantity means that the more people you talk to, the more sales you make. Quality means that the better the quality of prospect and the better the quality of [...]
If you want to attract affluent and intelligent annuity buyers, here’s how to do it.
Get Interviewed in the Newspaper
Many advisors forget how newspapers work. The people working for newspapers are journalists. They don’t have a financial background. So where do they get the information to write articles in the business section? They interview people like [...]
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