Hello,
I am trying to find a successful annuity agent who could give me some solid marketing advice on how to get in front of qualified clients. I am a licensed insurance agent, and have spent the past two years of my insurance career (not my only source of income) trying to build my insurance business. What I have learned is that selling annuities is really all about marketing. Simply stated, you can know annuities inside and out, but if you cannot get in front of qualified people who are interested in annuities to begin with, you are getting nowhere.
I have spent literally thousands of dollars on my own marketing, as well as lead programs that were nothing more than a waste of my money. I really believe in this business, and I need it to work to provide a steady income for my family, but I am at a loss on how to successfully market annuities and actually get in front of qualified prospects on a regular basis.
It would really mean a lot to me if someone who has a successful business with annuities would spend a few minutes with me on the phone and offer some realistic marketing advice on how to get in front of qualified prospects as soon as possible.
I know that agents who are successful have mastered a system that constantly puts them in front of new prospects.
I also know I am reaching for straws here, but it would really mean a lot to me if someone with experience and success could offer me a few minutes of their time to help me get a solid marketing plan in place. If anyone reads this who is successful in this area, and would be willing to help a struggling agent with some words of good advice, please send me an email to: comingsoon222@hotmail.com


September 5th, 2009 at 11:15 pm
This is not my field but I have been a business owner for several years. The best way to get the best referrals is by your current customers. That is called free marketing. Find your best customers, the ones who naturally sing your praises. I’ve seen agents with blank lists that they have they’re clients fill with names and addresses for them to call. This process takes time. I have been in my field for 17 years, it has been a long haul. Unfortunately, this is a tough economy to build in. I understand you wanting to take care of your family. I know someone who works for Primerica and has done so for three years and she is just now reaping the benefits of her hard work. Keep it up it’ll come in time.
September 8th, 2009 at 8:23 pm
I would look into setting up a real good annuity website that included an explanation of annuities, their guarantees and how each state provides only 100,000 back up. Stress the importance of having highly rated companies and that you will be available to guide them and answer any questions.
Contract out with someone that will know how to get your site on the first search page. I own 15 annuities and with the recent turmoil in the market this type of site would have been very helpful to me.
Provide your phone number and email so that prospects could get in touch. Links to forms would also be important.