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Search results for: annuity sales leads

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...

How to convert annuity leads into annuity sales

Published on January 21, 2009 in annuity leads, annuity sales by Bob Richards

No matter how you generate annuity leads, the prospect is not dying to buy an annuity.  That’s what selling is all about.  Uncovering the prospect’s desires and matching those desires with your product or service.  You do that by asking questions, not by talking about the features and benefits of annuities. Most agents can’t sell. They Read more...

Unique Ideas to Increase Life Insurance Sales

Published on July 2, 2022 in Uncategorized by Bob Richards

Additional Uses for Life Insurance Life insurance agents have several opportunities for marketing and income that are often overlooked. Hopefully, you exploit these additional uses for life insurance. Some agents view their task too simply as selling a new policy. But so many additional opportunities exist. I urge you to contact the advanced underwriting department Read more...

Breakthrough in Converting Annuity Leads

Published on November 16, 2014 in annuity leads by Bob Richards

In marketing, there is always a big discussion about which is more effective: direct marketing or branding. Let's make sure we understand the difference between the two and use that in converting annuity leads. Branding vs Direct Marketing for Obtaining and Converting Annuity Leads Any type of lead generation is direct marketing. You either have Read more...

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...

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...

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...
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