This is a great thread, guys. Very interested in reading every post. I have been a marketer for a year and half for a life and health FMO
. But it wasn't until I saw Brett Kitchen's videos to agents that I got hooked on the concept of selling IULs and decided to finally get my license
I am in month 3 of Wealth Beyond Wall Street and have gotten some very good leads, but as a rookie agent, never having even worked my way up through FE or term product, this was an ambitious move.
I spoke to an agent who works with our FMO
and he said he worked Wealth Beyond Wall Street and more than broke even, but has had one lead he got there that is about to close on an $800k annuity. A 13-month sales cycle. So I'm learning about what kind of persistence you need to do cold market selling.
Our agency has recently managed to get their hands on a proprietary IUL with 3 different indexing strategies. It's not widely distributed, especially through a traditional type of agency with true street level commissions. Anyway, we are working with one of the top annuities / LTC
guys in the state of South Carolina to develop a seminar system. Said guru does about 1 seminar a week, and he doesn't pay for anybody's lunch. They buy his lunch. I am eager to learn his technique, because he regularly gets 15 to 20 leads at every such seminar he hosts and closes LTC
, annuities and IUL this way.
That doesn't answer the online question, and I'm convinced I need to start working warm market and using online presentations for reminders, validation. I'd love to find a feasible online way of getting the right person to my video overview of an IUL, and specifically the multi-index strategy beyond just S&P
As a marketer, I know that the #1 thing agents ask me for all the time is leads! They know how to sell, if only they had the right leads. Most agents are not simultaneously good marketers.
So I'm eager to find a stead source of leads for agents who do want to outsource their marketing and am very eager for ideas on how to do this
FYI, if you are in the Atlanta area July 14, 2016 we will be presenting on this particular IUL and how to use seminars to sell a bunch of it. Happy to PM you the details. Don't want to be spammy
My point is, rookie agent with a background in marketing wants to figure out a way maximize the online potential. Open to all suggestions. Thanks!