As an annuity agent, you need to know who to believe and listen to. You want the skill to develop when someone is telling you things for their benefit (e.g. an insurance company or marketing organization) and if that differs from what is true. Your ultimate legal and ethical responsibility is to the client for [...]
This calculator shows how the purchase of a deferred annuity can reduce or eliminate the tax that a senior pays on social security benefits by reducing the senior’s provisional income. The social security benefits tax is explained and sample calculations provided in Publication 17 from the IRS. In some cases, the savings from the purchase [...]
The big deal being made out of equity index annuities being classified as securities by SEC Rule 151A is a big deal for the issuers, not for agents. Individual agents have two ways to accommodate this change.
1. Your first option to deal with rule 151A is to go get a securities license and get affiliated with [...]
Find out which gender, which age, which income segment of people are your best annuity buyers at Javelin Marketing Downloads. Get your copy of the data.
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Sounds good. But have you ever heard the saying “there’s no such thing as a free lunch?” If the saying holds true, then either the free annuity leads aren’t worth much or there is a cost you don’t know about. Let’s look at both possibilities.
If someone is willing to give you free leads, ask about [...]
There is no trick to making a lot of money in annuity sales. Like all sales, it boils down to quality and quantity of annuity leads. Quantity means that the more people you talk to, the more sales you make. Quality means that the better the quality of prospect and the better the quality of [...]
If you want to attract affluent and intelligent annuity buyers, here’s how to do it.
Get Interviewed in the Newspaper
Many advisors forget how newspapers work. The people working for newspapers are journalists. They don’t have a financial background. So where do they get the information to write articles in the business section? They interview people like [...]
Best Time for Annuity Seminars
Retirees generally rise early in the morning and schedule golf, tennis, shopping, doctor appointments, dentist appointments, and meetings with the accountant or attorney on weekday mornings. Therefore, never hold a seminar on a weekday morning because you would be competing with a lot of other activities in your prospect’s schedule. Schedule [...]
Annuity seminars are the most effective ways to tap into the lucrative retiree market. Many other marketing methods that work well with younger investors, such as cold-calling are considerably less effective because mature investors are skeptical. They want to get to know you first before meeting with your one-on-one trusting you with funds. And what better [...]
If you’ve developed the opinion that annuity seminars don’t work for marketing annuities, you’re wrong.
Annuity seminars don’t work when they are done incorrectly. But make a few changes, and you can have 50 people, every time, attend to hear your presentation.
The first issue is matching your message to the market. It’s a simple idea that [...]
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