Financial advisors and insurance agents need quality annuity leads to help expand their businesses, meet sales goals and better serve clients. Such leads may come through networking events, client referrals or through special services offered. But in order to convert leads to sales it requires quick personalized follow up in order to build trust between these leads and consumer needs and products offered.
Consumers generally do not search online for annuities or financial advisors or insurance agents directly, making it important that any annuity lead generation effort starts from the perspective of the prospect rather than as an outright sales pitch.
One effective strategy to generate annuity leads is networking with local business owners such as CPAs, estate planning attorneys and real estate agents who often have clients near retirement age that could benefit from your product or service. Furthermore, attending industry conferences and webinars can establish you as an authoritative expert and open doors to new opportunities in business development.
Social media, content marketing and specialized lead generation companies can also be great ways to find annuity leads. These lead generation services arrange appointments for financial representatives and insurance agents with investors with funds available from 401k transfers, IRA rollovers, 1035 life insurance exchanges or any other transaction related to investing or insurance; providing highly-qualified leads which quickly expand client bases.
These methods, however, require significant time and energy to pursue and may produce limited results. Furthermore, many potential annuity prospects aren’t ready for discussion with an advisor so any leads generated should be handled carefully and followed up on promptly.
Financial advisors and insurance agents often rely on multiple annuity sales lead sources, including preset appointments, direct mail campaigns and their own in-house referred leads to meet their sales goals. Many of these leads include exclusive annuity leads that are delivered directly to them from companies offering specific types of annuities such as indexed annuities, fixed annuities or variable annuities.
Annuity leads preset appointments aren’t guaranteed and their quality and outcomes depend heavily on third-party appointment services. Safe Money Broadcasting acts only as an intermediary, connecting financial advisors with these services – taking no responsibility for their quality, fulfillment or outcomes. Therefore, we highly suggest conducting extensive research before selecting an annuity lead generation and appointment setting company. Read annuity lead reviews as this can provide useful insight.