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Category: Annuity Selling

Don’t Underestimate the Power of Your Annuity Website

Published on January 8, 2009 in Annuity Selling 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…

Carve Out a Niche for More Annuity Sales

Published on January 7, 2009 in Annuity Selling by Bob Richards

The conventional wisdom in the annuity sales world is to bend over backwards, doing everything you can to please any customer that comes knocking at your door.  But in reality, trying to be everything to everyone can make you seem disjointed and disorganized to prospective customers.  In the third installment of the guerilla annuity sales Read more…

Annuity Training—Where to Get it Right

Published on January 5, 2009 in Annuity Selling by Bob Richards

As an annuity agent, you need to know who to believe and listen to. You want the skill to develop when someone is telling you things for their benefit (e.g. an insurance company or marketing organization) and if that differs from what is true. Your ultimate legal and ethical responsibility is to the client for Read more…

How tax deferred annuities can reduce the federal income tax on social security benefits for seniors

Published on December 30, 2008 in Annuity Selling by Bob Richards

This calculator shows how the purchase of a deferred annuity can reduce or eliminate the tax that a senior pays on social security benefits by reducing the senior’s provisional income. The social security benefits tax is explained and sample calculations provided in Publication 17 from the IRS. In some cases, the savings from the purchase Read more…

Be an Annuity Sales Magnet to Annuity Buyers

Published on November 11, 2008 in Annuity Selling by Bob Richards

If you want to attract affluent and intelligent annuity buyers, here’s how to do it. Get Interviewed in the Newspaper Many advisors forget how newspapers work.  The people working for newspapers are journalists.  They don’t have a financial background.  So where do they get the information to write articles in the business section?  They interview Read more…

Successful Annuity Seminars Part III

Published on November 10, 2008 in Annuity Selling 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 Selling by Bob Richards

Use Seminars to Sell Annuities 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 Read more…

Annuity Seminars-Top Method of Annuity Marketing

Published on November 6, 2008 in Annuity Selling 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…
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