Success Tip... Where Can You Find The Best Annuity Leads... to set The best annuity sales appointments?

Where Can You Find More And Better Annuity Leads… To Set The Best Annuity Sales Appointments?

Where Can You Find The Best Annuity Leads... to set the best annuity sales appointments?Dear Friends… One of the most searched items on the internet by advisors… is how to find more and better annuity leads! Most agents and advisors want to know how they can find people who have money to invest. So, they will buy a list of people who have money in CDs. Or they may buy a list of people that have a net income of over $200,000… and/or over a million in assets! Or they will use some other source for annuity leads! Then they will call all of those annuity leads to try to set a sales appointment. But they cannot set enough sales appointments from those annuity leads. Or close enough sales from those annuity sales appointments. So, they are always looking for more and better annuity leads. Or find an annuity lead and sales system that works!

Most of the advisors who find us on the internet will tell us that they do not have a problem setting annuity sales appointments with leads… if they can get them on the phone. And they will close an annuity sale with almost everyone they get to meet with them. So, they just need to find a lot more and better annuity leads!

But do they need to buy more annuity leads? Or do they need a better way to set sales appointments with those annuity leads? And then do they need to get a lot better at fact-finding so they close more and much larger annuity sales appointments?

However, the main reason advisors have trouble getting annuity leads on the phone… Is the same reason that they have trouble setting annuity sales appointments and closing sales! The people that they call have never heard of them!

“People prefer to do business with people they know, like, and trust.”

Every day we get 10 or more sales calls on our home phone and cell phone! And if my wife does not recognize the number or name, then she will answer the phone and immediately hang up! So that they can’t even leave a message.

How To Set More Annuity Sales Appointments!

If you buy annuity leads, then you will want to find a way for them to get to know you and the services that you offer BEFORE YOU CALL THEM! It is what will set you apart from all of the other advisors out there!

Before you make the annuity sales call to set an appointment. You should send people a letter to introduce yourself and to explain what you do to help retirees. You might even include a recent newsletter that you sent to your clients to help them see you as an expert. Then a few days later you should follow up with a phone call. Ask permission to ask them a few questions! So that you get them to talk about the problems they face. Then, anyone who doesn’t agree to set a sales appointment… should be invited to your free annuity educational workshop online or in person. (5-10 couples)

Sample questions that you might ask them…

If you don’t mind me asking, are you retired? Are you concerned that you might run out of money in retirement? How do you feel about that? What would happen?

To set an annuity sales appointment, you will want to have a conversation with them about how they feel… and then what they want!

Then you might say… If I could show you how to guarantee that you don’t run outlive your money, with complete safety? Then would it be worth a few minutes to sit down and talk about it?

There Are Better Ways To Find Annuity Leads!

We are not big believers in you buying annuity leads… or any other leads! Because those annuity leads will not know who you are! People prefer to do business with people that they know, like, and trust!

One of the ways in our annuity sales system to find annuity leads is to offer a free information booklet or report on your website and Facebook page. Or you can run an ad for your free information booklet in the newspaper or on Facebook. You should offer your free information booklet on everything that you send out of your office, including your client newsletter. It is one of the best ways for you to help retirees get to know you and see what you do to help them!

However, the best way for you to find annuity leads and set sales appointments (besides with the people you know) is to form a joint venture with a business that caters to your ideal annuity prospects (leads). The idea is for you to get them to recommend your services to all of their clients, using one of the sales letters that we have in our annuity marketing and sales system. Then you can follow up with a phone call to set an annuity sales appointment, send them your monthly newsletter, and invite them to your free educational workshop!

Here is what this agent had to say about our annuity marketing, lead, appointment setting, and sales system with our training!  

“I have represented many fine insurance companies over the years, but all of them share a glaring flaw. That flaw is a lack of a committed marketing program. The insurance companies I represented talked endlessly about how great their product was, or how many years the company was in existence, which seemed to matter very little to my clients. Then I came across your excellent materials and programs and I realized that your programs were the best material for new agents, as well as veteran producers like me.

One of the great results of your complete program, in my case the annuity program, was the newfound confidence I felt while going through your material. Since I began the annuity training course, in the past three months, I have closed two cases for total premium of $220,000 which has generated almost 14,000 in commission. Before I was lucky to do that in the course of a year!” Raymond Naclerio – FL (41 years in business)


“Don’t let the fear of the time it will take to accomplish something stand in the way of your doing it. The time will pass anyway; we might just as well put that passing time to the best possible use.” Earl Nightingale

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Our Annuity Sales Excellence Tool Kit (Annuity marketing, leads, appointment setting, and sales system) is about you helping retirees Maximize Their Spendable Income. While you Guarantee An Income They Cannot Outlive! (Using Fixed And Immediate Annuities!)

Using our Tool Kit you will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team that has been training insurance agents and advisors for over 40 years to help retirees use annuities. All from a team of insurance coaches who have been training agents and advisors for over 40 years … to be Trusted Advisors just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, and Medhi Fakharzadeh! Helping Retirees (people) find the money to secure their future. It is the best agent sales leads and appointment-setting training to guarantee you will earn $250k or more per year… selling annuities!

First, you will get the best marketing system and agent training to find and attract your best annuity sales leads/prospects. 

Then you will get the best agent sales training to show you what to say (our proven annuity prospecting scripts). And then the probing sales questions to ask your annuity leads/prospects. So you will set your best annuity sales appointments.

Then you will get the best annuity fact-find training and the right sales questions to ask to help retirees… So they will see and want to solve their problems. We will also show you how you can help retirees to find the money…  So that they can take action right now!

Then we will show you the best ways to present your solutions to close 9 out of 10 annuity sales appointments. So you will earn $250K or more this year in selling annuities and life insurance like the Legends.

Includes… Annuity Sales Excellence Tool Kit (Annuity marketing, leads, appointment, and sales system, strategies, and tips)
Our Annuity Lead Magnet™ Using Information Booklets & Reports,
Our Complete Annuity Sales Seminar And Workshop System, lead Strategies and Tips,
 90 Days of Personal Insurance Agent Training, Coaching, and Back-Office Sales Support Worth $2,097,
And Membership to Our IPS Private Site at $39.95 per month after the first month!


What This Agent Had To Say About Our Annuity Marketing, Leads, Appointment Setting, And Sales System To Help Retirees and Boomers!

Shawn Borden - Annuity Sales Articles, Tips, Ideas and Strategies!“I want to thank you from the bottom of my heart for all of your help. I took your systems in life insurance and annuities and achieved top producer status. My agency was appointed as a premier financial services office for Allstate. And we also led the region in IPS and Production Credit and qualified for Century Club. Thank you for all you do and for being so sharing and kind. It’s so rare in these times to find people of your caliber, who put ethics ahead of profits. You have my deepest gratitude.” Shaun C. Borden, Allstate Agency Owner – FL (10 years in this business)

When will read our annuity marketing and sales articles, tips, ideas, and strategies for helping retirees and boomers? Then put the annuity marketing, leads, appointment setting, and sales articles, strategies, ideas, and tips to work for you to double and triple your annuity sales… in the next 60 days!


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One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have been asking us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions that you should be asking your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key to setting better appointments, closing sales, increasing your income, and being a success selling life insurance and annuities is and always will be getting the agent training to ask your leads enough questions!


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We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to Live Debt-free and Truly Wealthy! As a result, you will understand our philosophies and techniques by the end of the book. And finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!

Important Question… Are you in this business just to make annuity sales? Or are you really interested in helping Retirees? Who do you think your life insurance and annuity prospects/leads want to set a sales appointment with? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to get the insurance agent training to make a real difference in people’s lives? The more you learn to help retirees... then the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change! If not now then when?


Learn why over 20,000 top advisors trust us, follow our advice & then highly recommend our annuity sales and leads services!
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 It Is Up To You To Learn How To Find More And Better Annuity Leads – To Set The Best Annuity Sales Appointments!

How Agents Sell Annuities… The Missing Ingredient To Setting Annuity Appointments And Closing Sales!

Annuity Seminar And Workshop Sales Presentation System – For More Annuity Appointments!

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