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Insurance Leads, Investment Leads and Lead Generation

Published on February 19, 2012 in annuitiesleads by Bob Richards

This blog contains the greatest amount of information you will find in one location about generating leads for financial advisors and life insurance agents, insurance leads and investment leads.  No matter what financial product or service you offer, the methods that work to generate leads is the same. Whether you are a new or veteran Read more...

Get More Annuity Leads When you Stop Pitching Annuities

Published on April 29, 2011 in annuitiesleads 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 Read more...

Annuity Leads by Using Direct Mail

Published on April 27, 2011 in annuityleads 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 Read more...

Insurance Internet Leads--the Good and the Ugly

Published on August 2, 2010 in insurance leads 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 Read more...

Life Insurance Leads-Get the Gold

Published on September 21, 2009 in life insurance leads 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 Read more...

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

Published on June 15, 2009 in annuity sales, annuity selling 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 Read more...

Annuity Marketing: Direct Mail Creation

Published on March 9, 2009 in annuity marketing 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 Read more...

How Professional Designations Can Help You Sell Annuities

Published on March 5, 2009 in selling annuities 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, Read more...
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