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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…

Life Insurance Internet Leads–the Good and the Ugly

Published on August 2, 2010 in Life Insurance Leads by Bob Richards

Prepare to Experiment for Life Insurance Leads Any way you market your insurance business to gain insurance leads will have pros and cons. For example, if you really study how to do seminars, you can do very well. The first year however, while you learn what works and does not work in your area, you Read more…

Life Insurance Leads – Get the Gold

Published on September 21, 2009 in Life Insurance Leads by Bob Richards

Which Life Inssurance Leads Work? 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 Read more…

How to sell annuities to prospects who are not looking for annuities

Published on June 15, 2009 in Annuity Selling by Bob Richards

My firm ProspectMatch matches prospects with financial professionals and I have always found it curious that financial professionals only want leads of prospects seeking information on the products and services sold by the financial professional. In other words, the average annuity agent only wants us to match him with prospects that have expressed interest in 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…

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