It looks like several people are looking for annuity marketing systems and I feel compelled to explain more about what we do in hopes of connecting some good agents with prospects in need.
We work with Postal employees (recession proof). This market is untouched by financial advisors but the largest sector within the federal government (800,000 employees).
Our company is certifed on their benefit and retirement systems (we can provide training) and we use that knowledge to build credibility with the client and then encourage them to rollout their gov't 401k.
Here's the part that blew me away. I turned in rollover paperwork on a deal Jan 25, and I got my check yesterday. The government 401k transfers money in 2 weeks and there is no one inside trying to "save the deal". I had one client last week that had an insurance agent that they really liked, but he knew nothing about the Federal Benefit plan. I got the rollover, he didn't.
We also use a seminar marketing system. No meals to pay for- just set up a room and they will come. I am averaging 1-2 rollovers per seminar and average balance has been 100k. There are some $200k plus deals out there in the rural areas where the client has lower cost of living and other assets as well.
If anybody thinks they would like to look into this more- please let me know what city and state you live in. Must have $1,000,000 E&O.
KEY POINT: if you are looking for the highest contracts don't bother calling. This system is about a niche lead system where you can experience a 70% close ratio on a one call close. If you are more interested in your 1099 than your contract percentage- this can be fore you.
I would appreciate some info on this. I am new to annuities and insurance, but have friends about to retire from the USPS system.
thanks
, ps to our AZ pal you know what to do when grown folks are talkin.
