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Category: Blog

Successful Annuity Seminars Part II

Published on November 7, 2008 in annuity marketing, annuity seminars 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 marketing, annuity seminars 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…

The Best Annuity Leads

Published on November 4, 2008 in annuity leads by Bob Richards

What if you could isolate the people most likely to buy an annuity? You can.  Research by Gallup done for the Committee of Annuity Insurers isolates the best annuity leads by detailing which prospects are most likely to buy annuities. Here are three findings of the research which can help you focus on the right Read more…

The Lie About Annuity Leads

Published on October 31, 2008 in annuity leads by Bob Richards

I get a dozen emails a week offering me “free leads.” Most of these advertisements are bait to get agents to sign on with a particular insurance wholesaler as they attempt to add value by providing agents tools that will help make sales. But let’s take a closer look at what the industry calls a “annuity Read more…

Private Annuity Trust

Published on October 30, 2008 in private annuity by Bob Richards

A private annuity is very different from the annuities that are sold by insurance companies. A private annuity is an agreement between two parties in which one party (annuitant) transfers the assets to another party (obligor) for which the annuitant receives unsecured payments for the rest of their life. Neither of the parties in this Read more…

Selling Annuities II

Published on October 29, 2008 in annuity marketing, annuity selling by Bob Richards

Who Buys Annuities? There are potentially millions of people who may want to purchase annuities, from the recently retired to the fortunately wealthy, and with such a lucrative market it is important to remember that nothing is set in stone; there are a number of different proven ways of selling annuities and many that should Read more…

Javelin Marketing: Sell Annuities

Published on October 28, 2008 in annuity products, selling annuities by Bob Richards

Annuity companies offer a wide range of products for investors in different age groups and taking into consideration various other parameters. Selling an annuity product to an investor takes a great deal of effort on part of the company and the representative. Companies use various kinds of strategies to sell their annuity products. While some Read more…

Selling Equity Indexed Annuities To Seniors

Published on October 24, 2008 in equity indexed annuities by Bob Richards

Seniors and pre-retirees generally form a major percentage of people who buy annuities. This is so because people start thinking about earning a constant income post retirement at this age. On the other hand, at this seniority, most people also have enough money to invest in annuities and other financial products. There is a huge Read more…
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