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Category: Annuity Leads

Overlooked Sources of Annuity Sales Leads

Published on November 21, 2014 in Annuity Leads 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…

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…

Retirement Prospects: How to succeed in annuity lead generation?

Published on November 7, 2014 in Annuity Leads by Bob Richards

The greatest mistake of failing annuity agents Success in almost every business relies on having a good base of loyal clients. This rule is especially crucial for businesses that deal with a relatively small number of clients in the market. And hint, if you’re working with annuity leads, you have a small customer base. The worst mistake you Read more…

Insurance Leads, Investment Leads and Lead Generation

Published on February 19, 2012 in Annuity Leads 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 Annuity Leads by Bob Richards

If Your Focus is Selling Annuities, You’ll Probably Sell Less 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 Read more…

Annuity Leads by Using Direct Mail

Published on April 27, 2011 in Annuity Leads by Bob Richards

How We Sell Annuities 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 Read more…

Annuity Marketing: Direct Mail Creation

Published on March 9, 2009 in Annuity Leads 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 Leads by Bob Richards

direct mail
Direct Mail for Annuity Marketing–Does it Work? 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 Read more…
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