Effective Annuity Prospecting Methods?

briko3 · 03-15-2009, 09:05 PM

So what are some good prospecting tips to get in front of people about annuities. Any help with that is MUCH appreciated.

annuityseller · 04-28-2009, 09:01 PM

Insuranceexec how do I get ahold of you,who do I ask for at your office

insuranceexec · 04-28-2009, 09:10 PM

Originally Posted by annuityseller

insuranceexec how do I get ahold of you,who do I ask for at your office

The name is William. Feel free to give me a call in the morning. I am on CST and have a client luncheon from 11:30-1.

moonlightandmargaritas · 04-28-2009, 09:40 PM

Originally Posted by insuranceexec

I am on CST and have a client luncheon from 11:30-1.

What's for lunch?

insuranceexec · 04-28-2009, 09:56 PM

Originally Posted by moonlightandmargaritas

What's for lunch?

A soup and salad buffet with a choice of:

Filet mignon
Some sort of halibut
" " of salmon
Grilled shrimp

And a bunch of different desserts.

All put on by my country club. I have one at least once every couple of months. I invite about 25 current clients, and have them invite a friend or a couple.

I generally have around 75-80 people show up; and pick up at least 5-6 new clients.

The trick is to make sure my secretary rotates the clients that attend....................LOL

What is funny is that I actually have clients that start calling me when they have not been to one of my outings in a while asking if they can be next; while promising that they have interested friends that would like to attend. What ever works!

rbrewer · 05-14-2009, 07:44 AM

Has anyone used the Bill Harris system? Well his books or CD's? His webinar seems very good, any feedback?

annuityseller · 05-14-2009, 06:37 PM

I'd like to know that myself

alexkane03 · 05-16-2009, 03:42 PM

Sorry no one shared their method to generate sales, all you got is product BS. Think .....your grand ma has $200k in a CD at a bank getting 2.3% ann... ok who got her ear? why dose she feel safe there , whos advice was it to get a CD , g bond etc? who has a relation ship with her to the point to where if the recommend to do something else with the money she might consider, the answer is YOU, but how? you have to have met this lady or man , they think highly of you ,(you being part of the community) and there is some benefit to going with you. do you get it . gotta meet lots of people and serve them first , to get to recommending ave for their money. help people with their insurance first . really make life easy for them to reap the rewards , yadda mean . hit me back , for more info .

Originally Posted by Vanbret

Hey guys,

I just wanted to see if anyone out there would be willing to share their thoughts on some good methods to drum up some annuity business.

What works, what doesn't?

I'm sure we've all done the mailers before - "Information about taxing Social Security"

To me, that one is just worn out!