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For financial planners, advisors, insurance agents, accountants and attorneys!
Lew Nason, RFC - Annuity Marketing and Sales Coach

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'Cutting-Edge' Annuity Marketing and Sales Tips, Ideas and Strategies!

There Are 3 Ways, And Only 3 Ways...
To Grow A Business!

You can find new customers, or…you can have your current customers buy more frequently from you…or…you can give your current customers more opportunities to increase the size of the purchases they make.

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

Let's Start With First Step - Finding New Customers
Is there any question that you want to find a way to get off to a quick start? You want a system that will quickly identify and attract qualified annuity prospects, in order to generate immediate sales and commissions.

Learn The Quickest And Easiest Ways To Generate High Quality Annuity Sales Leads...

A big mistake most insurance sales people make is trying to sell themselves or their 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 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 planner. 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 to them...

I personally prefer the 'free report' style of 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 and Sales System

Other Quick Ways To Attract New 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 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?

  • Headline
  • Great Opening Paragraph
  • Well Written Sales Copy
  • Benefit Statements
  • Free Offer
  • Call To Action
  • Deadlines
  • Testimonials
  • Guarantees
  • 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 Lead & Sales System we have examples of  all types of these letters… ready for agents to use or adapt to the products. 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 & Sales System

Would You Like To Have Your Current Clients Buy More Frequently From You???   click here

© 2006 by Lew Nason, RFC, FMM, LUTC Graduate... All rights reserved.
Lew Nason is the creator of the… Annuity Sales Excellence™ 'Advanced' Annuity Lead and Sales System. Lew has been helping agents to achieve long-term success in annuity sales for over two decades. His unique perspective, on how to truly help clients, has enabled scores of agents reach the top levels of their profession. Visit his main web site at www.insuranceproshop.com or call him toll free @ 877-297-4608.
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Member of the National Association of Insurance and Financial Advisors
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The Top Producers in our industry all recognize that the majority of their profits do not come from new clients. They come from referrals, repeat customers and up-selling.

Top Producers know it's the only way to build a profitable agency and enjoy long term success.

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Agent Testimonial and Success Story
"I have been in the financial services industry for about 13 years and I have only been receiving coaching from Lew in the last 3.  ...it took me 3 years to finally listen to Lew. Don't waste 3 years of your career thinking that you know what you are talking about. Don't buy in to your own negative thinking that this can't work and it can't be that easy. Some of Lew's coaching may at times come across as, 'oh I knew that', or 'yeah, yeah I could do that, but that's not what I want to do.' Do not dismiss what this man has to say. He knows from years of experience what he is talking about. He can lead you to the easiest and least expensive way to literally explode your production. Listen, Listen, Listen and shorten your learning curve. If Lew tells you to do something, at least try it. If you don't get the results you were expecting call him, tweak it and try it some more. You will not be disappointed."
Antonio Filippone RFC, FMM - IL

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