If you have bought or received annuity leads in the past and were left with a bad taste in your mouth, you are not alone. Most agents we speak to start out by telling us horror stories of past lead programs that have come up short. The difference with fixedannuityleads.com is that it was
created by financial planners, and built for financial planners. Lead
quality is our highest priority.
All the annuity leads generated are internet search based. Meaning, a potential annuity client visits our annuity informational website where he or she is able to research information on annuities. On the site, they then have the option to fill out a form requesting additonal annuity information, an annuity quote, or they can request to speak with an agent. Once the quote request is received by our team, the phone number is verified and immediately sent to the financial planner we are working with.
All these factors work towards maximizing returns while reducing risk. Generally, though, there are trade-offs: the longer the commitment, the less flexibility, the higher the rate. To maximize growth, look for contracts with the highest rate and the least flexibility you can tolerate.
The annuity leads generated are never directly marketed to. We only find them after they take the first step by actively searching for annuity information on their own. The site provides extensive information on annuities, both pros and cons, so once they do fill out the form, they are usually very well informed on how annuities work. We never offer incentives or 'free gifts' for fill out the request forms, which can lead to watered down leads.
Each annuity lead is going to be different in terms of both their interest level and their comfort level when speaking to a financial planner for the first. When dealing with a subject such as their personal finances, it is understand able that some are a little more hesitant to offer up detailed information. Your main goal on a first call should be to introduce yourself, provide basic information on where you are located, what your experience is in the financial industry, and let he or she know they are under no obligation to purchase an annuity.
After the introduction, we have found that the best course to take is to ask a few very basic questions about their financial goal, find out what triggered them to research annuities and how well do you understand the workings of an annuity. The key is to allow them to do most of the talking at this point. Answer any questions they have and avoid being to pushy in regards to their personal information.
The final step will be to ask your potential client if they would like you run a few hypnotically illustrations of annuities available to them. Again, remind them that they will be under no obligation to purchase and that the illustrations are meant to give them an idea of what they could expect from an annuity.
After you obtain the information for the illustration, be sure to set up a time for a follow up call to go over the information. The second call will tend to be more detail oriented and is often when appointments are set. These are obviously more guidelines than rules, and as stated above, each call will be different. The most important thing to remember is not to be too pushy and to be available to the annuity lead as a resource for information rather than prodding for information from them.