Annuity Marketing and Sales Tips, Tools and Training

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Annuity Marketing and Sales Tips, Tools and Training... Will Nason, Jeremy Nason and Lew Nason

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There Are 3 Ways, And Only 3 Ways... To Grow Your Annuity Sales!

Important Message... There is a huge difference between the self-proclaimed experts who are really recruiters in disguise and will promise you anything and everything to get your business, verses people who have over 30 years of experience training advisers and are actually dedicating their lives to helping you to succeed in this business.
We are dedicated insurance marketing and sales trainers, coaches and mentors... NOT recruiters!

Is there any question that you want to find a way to get off to a quick start selling annuities? You want an annuity prospecting system that will quickly identify and attract high quality annuity prospects to you, in order to generate immediate annuity sales and commissions.

If that is what you want, then you can...

1. Keep searching, trying to find and attract new clients.

2. Have your current clients buy more frequently from you.

3. Give your current clients more opportunities to increase the size of the purchases they make.

But, If You Want To Enjoy Long-Term Success In Annuity Sales,
Then You Have To Master All Three!

Let's Start With First Way 'Million Dollar Producers' Grow Their Annuity Sales! 

Learn The Quickest & Easiest Ways To Generate Your 'IDEAL' Annuity  Leads!

Finding and Attracting New Annuity Clients...
A big mistake most insurance and financial advisors make is trying to sell themselves or their annuity products directly, in every communication they produce. When meeting people for the first time, they blab on until the cows come home! When sending out information, they send packages that make shipping crates look like a joke!

Is it any wonder people run the other way, when we tell them we are an insurance agent, financial planner or advisor.

There Is A Better Way...
One of the best ways to attract annuity prospects to you is to offer a freebie. The freebie doesn't have to be product or service-specific, industry-specific, or benefit-specific. As long as it targets an audience that logically fits your demographics, you're ahead of the game.

Let's say you're a financial advisor. Your product involves services such as investments, mutual funds, stocks, retirement savings plans, annuities, mortgages, and life insurance. Rather than place an ad that directly markets your services, you could advertise using a small classified ad promoting a free course, free educational workshop, or a free report on helping people to stop losing money with their current investment program.

The idea is to have people come to you rather than you chase after them...
I personally prefer the 'free report' style of annuity lead generation, and again the incentive you offer doesn't have to relate directly to what you do. As long as it logically appeals to the same target market, you're on your way.

In essence, look at annuity lead generation, annuity marketing or annuity advertising as a form of job search. People often send bulky résumés to potential employers in an attempt to sell themselves as much as possible, when very often their attempts get filed away - into file #13 that is! Successful career consultants stress the importance of summarizing a résumé as much as possible, include one's past accomplishments and bottom-line results (not one's duties and responsibilities from previous jobs), and putting it all on one single page. Why? Because, simply put, the résumé is not meant to land a job, but to land an interview.

Annuity Marketing should be regarded in the same way. It must be small, contain a concise message, stress an immediate benefit, solve a problem and cause the prospect to want to know more.

What can you offer your prospects to arouse their curiosity and interest? What can you give away for free so to entice them to get more? If you're giving something away, something that's somehow tied to what you do, you'll realize that what you're really doing is not giving away free stuff, but generating better annuity leads.

Nevertheless, the cost of giving away free stuff can be far less than the cost of mass annuity marketing, such as Dinner Seminars!

There are several amazing 'turnkey' information marketing systems that will compel 20 or more qualified, annuity prospects, to call you for more information, in just a few days from now?

Can you imagine 20 or more people calling you each week for your free information… and they'll gladly give you their name, address and telephone number to get it. That's what can happen with the new "Information Booklet" annuity lead generation systems that are being offered out there.

When done right, the people who call have just identified themselves as interested, qualified prospects for your products and services? So, once they read your free information booklet, some of them will actually call you for an appointment? You won't have to chase after them.

Plus, you can follow-up with the interested annuity prospects who didn't call you for an appointment, to get even more appointments!

And, that's just for starters…
You'll find a detailed explanation and all of the tools for using free reports, information booklets, free educational workshops, seminars and many other prospecting ideas in our affordable... Annuity Sales Excellence™ Lead, Seminar and Sales Success System.

Other Quick Ways To Attract New Annuity Prospects...

Direct Mail…
The most valuable single sheet of paper in all of direct marketing is still a strong sales letter. And I'm not talking about the annuity sales letters most companies use.

Most of the letters being sent are 'blow your own horn letters'. They tell the prospect a lot about the agent, the company or products and very little about how they will benefit from working with you.

I'm telling you right now, prospects don't care about that stuff. What they want to know is about… 'What's In It For Me?' 'How will I benefit?'

Sending a good sales letter, to a niche market, can create 40 percent to 50 percent more sales than just mailing a brochure. It can warm the coldest of customers, pave the way for an easy entrance to a tough-to-get-a-hold-of client, and soften the hardest entrance barriers to allow you the opportunity to make a sale.

There are a lot of different kinds of letters: Assumptive Letter, Grabber Letters, Endorsement Letters, The Straightforward New-Customer Letter and many more...

What do all great sales letters include?
They include a Headline, Great Opening Paragraph, Well Written Sales Copy, Benefit Statements, Free Offer, Call To Action, Deadlines, Testimonials, Guarantees and a P.S.!

What's the single most costly mistake agents make in using a sales letter???
Sending it to everyone in a zip code! For a direct mail to be effective, letters must be sent to people who need what your offering...

In our affordable Annuity Sales Excellence™ we have examples of all types of these letters... ready for you to use or adapt to your products and services. And, most important of all, you'll learn how to get lists of the right people to send them to.

Joint Ventures...
You must know other professionals and/or companies that have spent huge amounts of time and money to develop strong trusting relationships with their clients and customers... Think about it, you do.

Go to these people and present this compelling offer: If they will endorse you and your product or service to their database of customers, you will make it worthwhile for them in several ways.

You assure them up front that there will not be any risk, effort or investment required on their part. You'll take care of all of that yourself.

Explain the benefits to them. Some examples:

  • You'll give them a portion of the profits.

  • You'll endorse them in return.

  • You'll barter your product or services with them in exchange for the endorsement.

  • You'll sit on their Board of Directors. (You can teach them how to market their products and services better.)

  • Your product or service would actually be of benefit to their customers, making this an added value marketing tool for them.

Let your imagination go wild.

You'll find a detailed explanation of 'Joint Ventures' and many other prospecting ideas in our affordable... Annuity Sales Excellence™ Lead, Seminar and Sales Success System.

Are you ready to learn more about annuity marketing?

And, get into more details?

Would you like to know to make more sales from your current clients?

Then let's go to the next article…

Have Your Current Clients Buy More Frequently From You!

Not sure we can help, or if our services are right for you... Don’t Wait...
Call us Toll Free to schedule a No Obligation, Free 15 Minute Consultation with Lew or Jeremy.
We guarantee you'll be glad you did! 877-297-4608 (M-F, 9AM-5PM, EST)

Nick Royer, RFCSpecial Message from Nick Royer, RFC - Click here

Nick is one of the bright and shining stars in the financial services industry. Over the past decade, Nick has earned the ongoing business of hundreds of personal clients in good times and especially in bad times. He has spoken nationally, sharing these simple keys to create a predictable ongoing income without the nauseating roller coaster ride typical of commission sales. Nick has been featured in numerous magazine articles (including the Front Cover of the IARFC Register), appeared on NBC
and ABC news, and been endorsed by such people as Brian Tracy and Jack LaLanne.

The Ultimate Annuity Sales Success System
Includes 3 Monthes Of Personal One-On-One Coaching

Annuity Sales Excellence
Lead, Seminar and Sales Success Tool Kit

Learn How To Sell Annuities using the most comprehensive, affordable Annuity Marketing, Lead Generation, Appointment Setting and Selling System available today. It’s everything you need to attract a steady stream of your 'Ideal Annuity Prospects.' Plus, you'll learn how to sell annuities using the advanced sales concepts of Split Funding, Roth IRA Conversions, Wealth Transfers, Stretch IRAs and Social Security Tax Reduction! (Value $1,000)

Plus, the Annuity Lead Magnet

The 'Ultimate' Annuity Sales Lead Generation System... Using Information Booklets and Free Reports! You’ll have access to 3 dynamic (Personalized) annuity information booklets and free reports, with all the newspaper ads, scripts, sales letters and everything else you need, to get your 'Ideal Index Annuity, Fixed Annuity, Variable Annuity and Immediate Annuity Prospects' to call you. More Details (Our Competition Charges $1,000 for this system alone)

Plus, the 'Invincible' Annuity Workshop and Seminar Tool Kit

Are you wondering how the Top 1% of All Annuity Producers are still able to consistently earn $50,000 or more of commissions every month using annuity seminars, when everyone else is saying that annuity seminars are being overdone? What is it that they know that you don't about selling Index Annuities, Fixed Annuities, Variable Annuities and Immediate Annuities?
More Details
(Our Competition Charges $1,000 for this system alone)

Plus, the FREE Bonus Gifts

“7 Hidden Psychological Secrets to MAXIMUM Sales” - “Joint Venture Endorsement Marketing” - “The Science Of Getting Rich” - “The Greatest Marketing Secrets of the Ages” - “The Secret to Winning Every Single Time... In Everything You Do” - “How To WOW your Customers” And, Much More… (Value $150)

Plus, 3 Months of 'Live' Personal 'One-On-One' Coaching And Support!

We’ll Help You To Get Off To A Quick Start! You'll receive ‘One-on-One’ Live Personal Coaching and Support Each Month, For 3 Months to help you fine-tune your lead generation and sales process... Plus, case design and development, from one of the most respected and successful teams of sales trainers and coaches in the industry. (Value $3,000)

Brian Tracy, International Sales TrainerEndorsement From A Respected Industry Leader

"I began by selling financial services and I can assure you that Lew Nason is one of our greatest authorities on improving financial sales!"
Brian Tracy, Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a very large
sales organization. He is one of America's "most booked" speakers & sales trainers.

Real Success Stories, From Real People

Larry Webb, PHD, FMM
(7 years in the business) 2011

Real Success Stories, From Real People

Roger Brown, RFC, CSA, CFE, FMM
'MDRT Member' (40+ yrs) 2011

"I ended up closing 5 out of 7 appointments... for $350,000 for the week."

John Holmes - LA"I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew's ideas on presenting and closing sales, I closed 3 out of 3 appointments! I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. Nobody will ever be any more skeptical than I was, when I ordered this program. The very first appointment after implementing these techniques, I paid for the plan almost 20 times over just off of that first sale." John Holmes - LA

Stephan Lomsdalen - AZ,"over $40,000 of additional annuity commissions this month"

"Hi Lew, I just wanted to let you know that the 'Survival In A Volatile Market' client booklets are still working great and they helped me to close over $40,000 of additional annuity commissions this month. I'm handing the booklets out at my seminars, to my clients and other prospects. When these people come in for an appointment, they bring in the booklet and have actually Hi-Lighted some of the information. Thanks," Stephan Lomsdalen - AZ

Ron Fara, RFC, RIA - IL"...$16,800 in commissions in 2 weeks!"

"Lew's coaching and system has helped my practice immensely! Learning from Lew on how to ask questions the right way, helped me close $16,800 in commissions in 2 weeks! Thanks Lew!"
Ron Fara

"...a month later I sold $370,000 in annuities."

"As I told you over the phone, I purchased the Annuity sales program for $xxx and a month
later I sold $370,000 in annuities.
The system helped me understand a lot more about annuities
and how I could benefit my clients. Thanks a lot. I could not more highly recommend this to
all who are thinking about investing in the program."

Pat Davis - AR

"You guys at Insurance Pro Shop tell the truth
and tell both sides of the story."

Joe Casey, TN"Being is this business for 2 1/2 years now I know one thing is true.  There is allot - allot of BS out there!  The quest to find the right info has been hard and difficult.  Being new in the insurance business I have been on this journey to find the right fit for insurance companies, products, lines of insurance, selling, marketing, and a system to follow.  Not really knowing what's good, bad and ugly in this business - I have been sided lined, ran over, ripped off, had success, feast or famine, tried this and that, wined and dinned by the best, etc,.  One thing I have found out on this journey.
You guys at Insurance Pro Shop tell the truth and tell both sides of the story. 
I just wish I would have realized that sooner.  Thank You."
Joe Casey, TN

Endorsement From A Respected Industry Leader

Loren Dunton, Founder of the financial planning profession. “I know and respect many leading financial planners who credit Lew Nason for the key role his famous Insurance Pro Shop played in increasing their professional skills and success. Lew has grown into one of the most powerful people in our industry when it comes to increasing sales and improving services for clients.”
Loren Dunton,
Founder of the financial planning profession.

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every insurance agent or financial advisor will achieve the same or similar results. Each individual's success will be determined by his or her desire, dedication, effort and motivation to work and use the life insurance and annuity marketing and sales ideas, strategies, tips, scripts, tools and training in these programs. There is no guarantee you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.