Insurance Lead Information

Annuity leads and prospecting information for registered reps, insurance agents and financial planners.

Annuity leads and Prospecting Information for Registered Reps, Insurance Agents and Financial Planners.

Annuity leads can be very lucrative systems; they can be very expensive to create by your self. If not done right you will be throwing your money in the garbage. Annuity leads are very important in an insurance agents career. Annuity leads can lead to other markets for example long-term care leads and Medicare supplement leads. Agents should always diversify in the markets that they specialize in because of changes in the insurance industry climate.

Annuity, Qualified Iras, 401ks and other retirement vehicles are attractive to investors, and the money made can be very lucrative. Agents could go down the wrong path when they generating leads for annuities. Purchasing leads from other sources is risky. All lead sources for annuity should be thoroughly investigated and researched before purchasing. Here are some questions you should ask your self and other qualified insurance lead companies.

Should I outsource my leads or create them myself?
Who are your prospects?
Where are your prospects?
How will I reach them?
What kind of marketing program shall I implement?
Will it be a profitable lead system?
How do people respond to annuity solicitation?

Should I outsource my leads or create them myself?

It could be a very expensive adventure for the novice lead generator. Beware of new ideas or advertisements for inexpensive qualified leads they could be costly. Remember there many reputable annuity lead generation companies out there make sure you get references before you buy better yet get a sample of a qualified lead first. There are also not reputable lead companies out there so buyers beware. Make sure you pay with a credit card in case you have to dispute a charge.

Who are my prospects?

Take a look at whom you have sold in the past you can approach these qualified prospects and also ask for referrals these make great annuity leads. Seniors make the best prospects or people approaching retirement age. Target and optimize your lead systems. Figure out the age and income and this is where you will have your best success. Optimize your lead campaigns is the key to successes after you have some success.
Here are some other areas to look into.

Pension rollovers, your life insurance clients, approaching retirement, and your investment clients. Golf Courses these are great places to find annuity prospects. Also working with the senior market are creates great leads systems through ancillary products.

Where are my prospects?
They are everywhere you just need to focus in and find them. They are on the Internet and around the corner. Also in retirement villages. Insurance companies wouldn't be selling annuities if there weren't any prospects. Approach retirement villages and do a seminar with a free lunch or breakfasts you'll have a huge annuity seminar and generate great annuity leads. Talk to all of the agents in your office compile a list of the retired ones or about to be retired and do some joint work. 3 people *100 = 300 annuity lead prospects.

How Will You Reach Your Prospects?
Mailing lists of from Experian or Dun and Bradstreet are great sources for mailing lists.
Advertising in the newspaper could work just make sure the newspaper targets the correct qualified senior market. Is there a newsletter in a senior development? Create one and publish it you control these advertising and your costs will be minimal. Doing joint work with CPA’s and Attorney’s. Divorce lawyers are great source for reallocation issues.

How do people respond to annuity solicitations?

Usually seniors respond to education and free at the same time do a seminar.
Put yourself in their shoes. What will catch their attention? Usually education will help you response rate for your lead annuity programs. Selling an annuity is important but getting a qualified leads you will only get a second or two to do it make sure you have an attention grabber in your headline. Check out www.y2kmarketing.com they have a great headline bank. Or give away a free brochure on how to defer paying taxes on retirement funds.

Here is a great headline grabber for annuity prospects:

"Protect your assets from Uncle Sam and reduce your tax bracket"

Here is another headline to generate annuity leads in the baby boomer market.

"Increase you retirement income by shielding it from Uncle Sam. "

Here is on if your market is 65 or over use this one:

"Protect your hard earned dollars from IRS with A qualified Annuity Investment."

Make sure you are an expert on your side this will generate loads of annuity qualified leads. Find someone who specializes in estate planning.

Search Engine Marketing Lead Generation
Another idea to generate annuity leads is through search engine marketing. They are some great web sites to assist you in creating and optimizing your web site to harness annuity leads generation traffic. Yahoo and Google recently came out with a local match program this is a gold mine for the web savvy.

A Direct Mail Idea.

I recently saw a great annuity lead generation letter. I also recently received a letter in the mail which was a triple insert with a long term care letter a Medicare supplement a canonicity leads generation in the same envelope this mean this company split there costs three ways.

Networking to Produce Annuity Leads

If you want o skyrocket your annuity leads and start making money fast you should try education luncheons teach them how you can save taxes, protecting their assets, offer other services as well team up with a tax attorney and CPA. These meetings put you in an expert position. You will be respected and people will ask for consulting advice and boom you got yourself an annuity Lead.

A Final Thought
You must go through a trial an error period to find out you can generate you own leads there are a number of great lead company out there try and out source first and make sure you ask for references.

Good Luck with all of you annuity lead concepts. I hope they are profitable for you. Remember there are many reputable annuity lead generation companies out there. Make sure you get references before you try one.