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Success or Failure: How to Properly Generate Annuity Leads

Published on November 10, 2014 in annuity leads by Bob Richards

Every annuity agent should know about the most common misconceptions surrounding annuity leads. If you can not tackle and dismantle these, generating leads becomes difficult. One of the most common misconceptions about annuities is that they are too expensive. Others believe annuities are too difficult and too confusing to understand. And some even believe that annuities are only sold to Read more...

Best Annuity Leads are NOT People looking for Annuities

Published on July 7, 2014 in annuity marketing by Bob Richards

It's unfortunate that too many annuity agents and advisors do not distinguish sales from marketing.  As a consequence, they do not generate or cultivate the best annuity leads. Marketing is about communicating that you can solve your prospects' problems.  That communication never needs to or should mention the product. Rather, marketing should communicate payoffs: have Read more...

How Top Producers Generate Annuity Leads Now

Published on June 18, 2014 in annuity leads by Bob Richards

Here's a brief video summarizing 5 annuity lead generating methods working right now   If you want more detail on getting annuity leads, then you can download the Full Report Tags Annuity Leads | Annuity Leads Producers | Top Annuity Leads Generator | Financial Advisor Leads | Financial Planning Leads

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...