Annuity Leads

padthaiforlunch · 12-19-2008, 01:13 PM

We should start a thread on Direct Mail. If I have some time later today, I will kick it off.

Originally Posted by billyb2909

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.

budfox7 · 09-14-2009, 03:27 PM

Originally Posted by 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

TampaBayRep,

I am here in Tampa too ! Just moved over here from Orlando, looks like we are in the same biz and seeking the same marketing efforts, lets help each other out and let me know what you find out, Theres a TON of $$$$ here and we are blessed that we have access to retirement captial !
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Originally Posted by padthaiforlunch

We should start a thread on Direct Mail. If I have some time later today, I will kick it off.

Defintely would be beneficial! i am interested in direct mailing, calling on internet leads while there is lag time on direct mailers . Any help is appreciated !

jmhopkins40 · 09-15-2009, 01:12 AM

Originally Posted by billyb2909

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.

Find a serious annuity group where they already have a great letter/card, lists, good prices, contract with them and spend ur time selling. Just returned from Vegas at a large convention and this was an off the cuff area mid-level agents discussed. Too much time tryin to figure it all out versus just find a group doin it, join and sell.

Good luck
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Originally Posted by billyb2909

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.

go with an agency that will provide you with these things u ask AND GO SELL...

budfox7 · 09-15-2009, 09:30 AM

Originally Posted by jmhopkins40

Find a serious annuity group where they already have a great letter/card, lists, good prices, contract with them and spend ur time selling. Just returned from Vegas at a large convention and this was an off the cuff area mid-level agents discussed. Too much time tryin to figure it all out versus just find a group doin it, join and sell.

Good luck
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Go with an agency that will provide you with these things u ask AND GO SELL...

JMHOPKINS,

How are those trips ? how much do you have to in annuity premium to go to these trips, my goal is to get to one myself ! I love traveling !

dgoldenz · 09-16-2009, 10:18 AM

I saw a presentation yesterday on a direct mail program that claims a 2% response rate and looked pretty fancy schmancy, but the price was pretty expensive. Trying to get more details on how exactly the mail pieces look and how they are targeting.

budfox7 · 09-28-2009, 09:23 AM

Originally Posted by The Rabbi

I paid $800 to BHC Marketing for a minimum of 15 survey replies. I've received maybe 8, one appt which hasn't developed, and another appt coming.

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.

Thats crazy, I just got my BHC leads today? Where you able to sell any of them from BHC ?

jmhopkins40 · 09-29-2009, 01:13 AM

Originally Posted by budfox7

Thats crazy, I just got my BHC leads today? Where you able to sell any of them from BHC ?

YIKES...GOOD LUCK LUV TO HEAR THE STORY!!!

hockeyday · 09-29-2009, 11:24 AM

Bhc marketing does any one use them? good bad?

quidam01 · 10-27-2009, 04:42 PM

Whats the min package they offer??

fina · 10-29-2009, 01:00 PM

Is direct mail the best way to go about generating annuity leads?

ThePostalGuy · 11-01-2009, 12:28 PM

I hope your buddy got a refund from the speaker. Maybe you could find out who the speaker was and post it so no one else will waste that money.

budfox7 · 11-12-2009, 02:53 AM

Well been working the BHC leads, i was able to get 6 of them. I still havent been able to contact 3 of them. 2 of them were a flat out NO and one of them i set the appt. and saw. I am going to drive and drop the ssguide to the rest of them.

I tell you what, I am sick of freaking cold calling dammit, its pissing me off, I need to get on the ball with a system that works !! I believe the BHC maybe a good thing but right now I am with a BD and cant contract with outside GA/IMO/FMOs.

BH Hopkins, what kinda of system are using over there ? And what kind of annuity premium are you doing ?