Annuity Leads

[mickeyma]

This past Tuesday I hosted a Retirement Planning Workshop at a restaurant. 4500 mailers produced 21 attendees and not one came up to make an appt.

This area is really tough.

My friend paid a professional speaker $2,500 to do 2 seminars on one day at Marie Calendars in an area about 60 miles east of Los Angeles (not very populated). 77 people showed up for the 2 lunches and not a single one booked an appointment at the seminar. Nor did anyone agree to an appointment when my friend phoned them.

Tough all over.

 

[Tampa Bay Rep]

Patch36;

I wanted to check with you to see if you would be able to share the name and phone number or web address of the annuity company out of Ft. Worth that sets appointments for the agents in exchange for half the commissions.

Also if you know of any other annuity companies who do the same, if you could share that info as well.

Plus if anyone else reading this knows of companies who do this, if you could share any info you have.

Thanks

 

[billyb2909]

I am looking at buying pre set annuity appointments, anyone ever heard of a company called Annuity- Agents.net?

Thanks

Hey bud, I bought 10 appointments as a promotion for $350 bucks back at the beginning of September. I have still not received a lead from them. They are telling me that they just fired a buch of people and are working through the kinks. You can check back with me in a few days to see if I ever got anything from them. I would probably opt to stay away from them at this point.

 

[SalesIsMyBiz]

I know of one in Dallas that used to be called The Gentry Group. Insurance Comissioners closed them down and they changed their name to Executive Insurance Agency (or agents, it was an "A") owned by Michael McIntyre. Bad news. Stay away!

 

[Charpress]

That part about "...came up to set appointment" shows one problem if you guys are literally talking about waiting for folks to come up for appointments.

You go to the audience to make appointments. Your appointment ratio, even in the toughest areas, should be 60%.

If nobody is interested in appointments, then you aren't making the seminar interesting to them.

 

[moonlightandmargaritas]

This past Tuesday I hosted a Retirement Planning Workshop at a restaurant. 4500 mailers produced 21 attendees and not one came up to make an appt. This area is really tough.

Yup, when all else fails, blame the area. Maybe it was the lunch. What did you serve?

My friend paid a professional speaker $2,500 to do 2 seminars on one day at Marie Calendars in an area about 60 miles east of Los Angeles (not very populated). 77 people showed up for the 2 lunches and not a single one booked an appointment at the seminar. Nor did anyone agree to an appointment when my friend phoned them. Tough all over.

Oooh, you're a tough crowd....

 

[mickeyma]

I know of one in Dallas that used to be called The Gentry Group. Insurance Comissioners closed them down and they changed their name to Executive Insurance Agency (or agents, it was an "A") owned by Michael McIntyre. Bad news. Stay away!

Gentry Group came to Los Angeles @ 3 yrs ago to sell annuities and couldn't do any business. Leads were generated based on union membership and respondents thought they were going to get information on union benefits--medical, dental, etc.

Sales manager was fired and office closed down.

 

[ChrisMiller]

Interesting post, a bit of an advertisement? I work with Agents as a Fixed Annuity Specialist. We don't provide free leads or marketing programs. We build relationships with our agents and help them do the same with their clients.

Basically, referrals are one of the best ways to get leads. Build relationships with your current clients and cross sell them products that benefit them and you will find better prospects from referrals then any other method. We even become back-office support for agents to make sure the process goes smoothly.

Keeping the needs of the customer in mind first leads to success. If you do a mailer, a workshop, whatever, keep it about the customer first and you will see an increase in response.

Social media marketing is also becoming a great way to generate leads for agents and marketers.

To your success,
Chris

 

[liquidblue33]

My friend paid a professional speaker $2,500 to do 2 seminars on one day at Marie Calendars in an area about 60 miles east of Los Angeles (not very populated). 77 people showed up for the 2 lunches and not a single one booked an appointment at the seminar. Nor did anyone agree to an appointment when my friend phoned them.

Tough all over.

Sounds like a bunch of "platelickers" to me. Or, i'm guessing that South Florida was more like a Q tip cafeteria. All those damn white hairs looking for a free lunch.

 

[billyb2909]

I'm not using a system. I do some mailings on my own with reply cards that come back to me, but mostly I am using referrals, working my existing base for cross selling opportunities, monthly newsletters, ect.

Hey patch, quick question for you. I have a letter made up to start sending out as a mailer for annuity leads. How do you get the reply cards you were speaking of? Secondly can you get a discount on mailing cause @.41 a letter that would be 410 bucks for 1000 and I know of a company that would do it for less than that.Also how do you get the mailing lists to send to? Any help is appreciated.