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Annuity Leads by Using Direct Mail

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 marketing should happen continuously, e.g. send some mailers each week. That way, you will have a continuous stream of annuity leads and you can follow up in a timely manner.

Next, make sure you get the right list. The "sweet spot" of fixed annuity buyers are people age 55 to 65, mostly female in middle-income neighborhoods (see Gallup Research study of annuity owners). You can easily rent a list of these prospects (the SRDS catalog at our local library is a directory of every list you can rent) .

Third, select the right format for the annuity lead direct mail piece. For annuity leads, we have tested both post cards and letters in envelopes.  In this case, the postcards did equally well and are less expensive that items in envelopes, so use the postcards.

Fourth, get the message right.  The message will be wrong if you sit back and think about what appeals to your prospects.  There is no way you really understand that.  The only way to find out is to ask a handful of prospects.  The question is not "what do you like about annuities?"  (Notice how product centered that question is and grows from your point of view)? The correct question to generate annuity leads is "what's important to you about your money?"

As people start to answer, write down what they say.  Then dig deeper:

What else is important?
What would you rank second?
You said safety was important.  What do you need to give up to get it?

Only by asking these questions and really digging will you understand what matters to your annuity prospects.  Now, based on what they say, create at least 15 headlines for your mailers.  These might be:

"How to Get the Safety You want Without Sacrificing Return"
"How to Earn more Interest While you Pay IRS Less"
"How to Have a 2nd Social Security Check"

After you compose the titles, select your best and then use six of the others as bullet points:

"How to Get the Safety You want Without Sacrificing Return"

  • Bullet point 1
  • Bullet point 2
  • Bullet point 3
  • etc.

Here's an alternate format

Do You Pay Too Much Tax?

Does your accountant help you reduce your taxes?   In many cases, your accountant merely organizes the numbers for your tax return.    But don’t you really want help to pay less tax?   Order your FREE copy of “Six Ways to Cut Your Taxes.”

The booklet is absolutely FREE and shows you six ways to engineer your finances for lower taxes this year.

To get your free copy and help protect your money from excessive taxes, call 1-800-636-9203 (24 hours) and we will mail the free booklet immediately.

Dale Ashby
Certified Financial Planner
Certified Senior Advisor

Fifth, make a non-intimidating offer such as a free booklet, free report, free quote, etc.  Every direct mail piece should have some form of tangible, unambiguous benefit for the customer that addresses their question, "What's in it for the me?"

There are many things you can do to make direct mail annuity lead generation plan work. By using these tips, though, you will be off to a good start and a continuous flow of annuity leads.


Direct Mail | Annuity Leads | Annuity Lead Generation | Financial Advisor Leads | Financial Planning Leads

11 thoughts on “Annuity Leads by Using Direct Mail

  1. Rob Benwell says:

    I think so long as the email was something more like a newsletter it may be less likely to be flagged as spam. To add onto the list of tidbits that were in the post already: if the email sounds professional (without having a demeaning tone-of-voice) and is aesthetically and genuinely pleasing, it may have more effect than a generic advertisement that will be instantly deleted.

    Much like Franking Machine said, most people will sneak a peek, and when they do, you want to make sure that your email is going to keep them reading.

  2. jacque3012 says:

    Free Life Insurance Leads and Annuity Leads generated from Direct Mail, ... we do things differently by using proven leads and proven lead systems to generate ...

  3. A very well-written email won´t be flagged as spam, at least not be the majority of the recipients. I don´t mind receiving direct mails about annuity leads if I can see, that they are a result of some intelligent thinking. On the other hand, if a direct mail is full of misspellings and poor language, I delete it immediately.

  4. Kredit says:

    Yes E-mail marketing can bring a lot already. Of course it must look neat as they said. Therefore, the mail look professional in every case.

  5. Posizionamento sito says:

    Email Marketing is one of the advertising tool most powerful available on the Internet, indispensable for anyone who has a sales / promotion business, whatever that is.

  6. Its very hard thing to generate the maximum result because you cannot get the right list or the right people to send the mail.
    Having the question in the mail format that can be thought by the user makes the mail text is user friendly that would create ease for the user that how to respond. This is a very effective tactic to get respond early.

  7. sandeep says:

    we do things differently by using proven leads and proven lead systems to generate …

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  10. Blair Orlens says:

    Email Marketing is one of the best advertising tool most powerful available on the Internet. Anyone who has a sales / promotion business,This is a very effective tactic to get respond early.

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