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Category: annuity marketing

Overlooked Sources of Annuity Sales Leads

Published on November 21, 2014 in annuity marketing by Bob Richards

There is no doubt that life annuities are one of the best ways to secure a steady income for anyone of retirement age. The number of companies and agents offering life annuities is continually increasing with time as the US population ages and demand increases. With this increased competition, the chance that a prospect will 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...

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...

Should You Use Direct Mail for Annuity Marketing?

Published on February 25, 2009 in annuity marketing by Bob Richards

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 Read more...

Don’t Underestimate the Power of Your Annuity Website

Published on January 8, 2009 in annuity marketing by Bob Richards

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 Read more...

Successful Annuity Seminars Part III

Published on November 10, 2008 in annuity marketing, annuity seminars by Bob Richards

Best Time for Annuity Seminars Retirees generally rise early in the morning and schedule golf, tennis, shopping, doctor appointments, dentist appointments, and meetings with the accountant or attorney on weekday mornings.  Therefore, never hold a seminar on a weekday morning because you would be competing with a lot of other activities in your prospect’s schedule.  Read more...

Successful Annuity Seminars Part II

Published on November 7, 2008 in annuity marketing, annuity seminars by Bob Richards

Annuity seminars are the most effective ways to tap into the lucrative retiree market.  Many other marketing methods that work well with younger investors, such as cold-calling are considerably less effective because mature investors are skeptical.  They want to get to know you first before meeting with your one-on-one trusting you with funds.  And what better Read more...

Annuity Seminars-Top Method of Annuity Marketing

Published on November 6, 2008 in annuity marketing, annuity seminars by Bob Richards

If you’ve developed the opinion that annuity seminars don’t work for marketing annuities, you're wrong. Annuity seminars don’t work when they are done incorrectly. But make a few changes, and you can have 50 people, every time, attend to hear your presentation. The first issue is matching your message to the market. It’s a simple Read more...

Javelin Marketing: It’s Unacceptable for Annuity Agents to Earn Less than $100,000

Published on November 5, 2008 in annuity leads, annuity marketing, annuity sales by Bob Richards

Let’s do some math on annuity sales.  As far as I can tell, most equity indexed annuities pay the agent 8% commission.  So to earn $100,000 in a year, you need to sell $1.25 million of annuities.  Since I know agents that have sold that in ONE CONTRACT, it’s unacceptable that over an entire year, Read more...

Javelin Marketing: Selling Annuities II

Published on October 29, 2008 in annuity marketing, annuity selling by Bob Richards

There are potentially millions of people who may want to purchase annuities, from the recently retired to the fortunately wealthy, and with such a lucrative market it is important to remember that nothing is set in stone; there are a number of different proven ways of selling annuities and many that should be considered. Let's Read more...
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