Annuity Leads

Annuities are a financial tool that can produce big results with the right execution.  The details of an annuity and all of the options involved are confusing and unrealized to the average consumer.  Because of this an agent with good sales skills can make a strong income with annuities and the cross-selling options that come with it.  Most annuity consumers are going to be rolling over a retirement fund or looking for a long term investment vehicle that will offer ongoing income and/or tax deferment which means you want to focus on the senior market. 

Generating leads for annuity insurance requires a different approach from other lines.  There will be some leads come through the internet lead services which we do recommend covering but the majority will have to be self generated.

The method we recommend is a two step informational lead.  Because annuities are complex and have new bells and whistles added on a regular basis you want to cater to potential prospects with information such as a free seminar or a free informational booklet.  Both options allow you to present valuable information while making your sales pitch, asking for business and promoting related senior insurance options.

With the seminar or booklet being the primary step, the second step in the process is advertising the offer to your target audience.  Traditional advertising methods will typically be the best option here including newspaper ads (obituaries are good), yellow pages, TV advertising in addition to cold calling.

One way to avoid the advertising step of this method is to approach retirement living communities and senior social groups and clubs with your free informational seminar or booklets.  This allows you to market directly to your target demographic without having to seek them out individually through advertising.

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Insurance Agents