How To Find Clients When Selling Annuities Online

Written by Matthew King, time it takes to read this article is  minute(s).

You might be surprised to learn that 92% of the US population has access to and uses the internet.

This means there's a pool of 307.2 million internet users in the US that you might be able to access for selling annuities online.

The route to selling annuities, and more of them, might just be a digital one. This is especially true now, with the pandemic driving more people than ever to seek online advice.

But developing an online business of any kind isn't always as easy as it may sound. Sure, a large pool of people is out there surfing the web. 

How do you reach them? 

Perhaps you're even wondering how to find clients interested in annuities for retirement sustainability.  

Keep reading to learn about the best ways to find and attract customers when offering financial planning solutions (including annuities).


Build a Strong Online Presence

The average person spends a whopping 413 minutes online every day. That's just under seven hours a day of an online presence. 

With such a vast pool of people who spend this much time on the internet, building a business selling annuities shouldn't be an outrageous challenge. 

You must have a plan that involves building your online presence. After all, a client can't connect with you if you don't have a strong online existence too. 

With some diligence, you can establish yourself online while finding more clients simultaneously. 

Let's take a closer look at some things you must do to effectively build a business selling annuities online.

Create a Website

One of the first things you need as an independent insurance agent is a website.

You need an online platform that can be available for potential clients to get information.

A website can also act as a portal if you're collecting money and where clients can retrieve information about their accounts. 

You want to be sure you take the time to do a quality job on your website or have another professional do it for you. Your website will be a direct reflection of you as a professional. 

The website must present as user-friendly and easy to navigate. 

Have Landing Pages for Information

Landing pages are the different pages users can go to on your website.

You use these pages to create good search engine optimization for users who search for an agent who does annuities and retirement or estate planning. 

Wondering what different landing pages you might need?

You will want several pages, including:

  • Service page
  • Sales page
  • Blog page
  • About you page
  • Client information page

You will also want to make it easy for clients to get information on how to reach you, so contact information throughout is key.

Work on Content Creation

Content creation is a key component of an online presence. It works to market your information while at the same time establishing you as an expert

Each piece of content you create can also connect back to your website and how to reach you.

Examples of content include:

  • Videos (which you can post on social media and your website)
  • Blog posts
  • Infographics
  • Guides
  • E-books

Once you create content, it's important that you know how to use it on your different platforms so your message gets out to potential clients and, at the same time, builds your SEO.

Email Marketing

Email marketing should be another layer in your plan to create an online presence. You use email to connect with potential clients. You get to know clients and build relationships.

Then they connect with the rest of your online presence like your website or social media pages. 


Pro Tip: You might be wondering how to create an email list. You can, of course, purchase leads. You also want to ensure you're gathering emails at every opportunity through the different connections you make with potential clients.

Create Digital Ads

Again, with so many people spending so much time online, you need to find ways to get your information in front of them.

You can do this by creating digital ads to run in the places where people spend the most time online

Digital ads can advertise your service, of course. They can also work as a teaching tool to help clients understand the value of purchasing your services. 

The ads can also act as a way to advertise yourself as an expert. You might also offer an online event that you promote in a digital ad. 

Of course, the ads can always direct potential clients back to your website and how to connect with you.

Social Media Marketing

In 2022, the average person does spend two hours and 27 minutes on social media per day. This is a wealth of time for you to get in front of potential clients. 

You can do this through the digital ads and the content creation already mentioned. 

You can use their platforms to advertise on social media channels.

Again, depending on the platform, you could use it to host live events that allow interested clients to get more information from you. 

At a bare minimum, it gets you a lead that you can then follow up with on a more personal level, like a one-on-one digital meeting.

Offer Online Seminars

Since the onset of Covid, more and more people are used to and even prefer getting their information online. They don't want to leave the house to attend a meeting or learn something. 

Instead, they want to do this from the comfort of their own home. This is to your advantage. You can set up online seminars to share information about your products/services and how it would benefit potential customers

These online seminars are a powerful tool for gathering potential client information too. Then again, you can reconnect on a more personal level after the online seminar. 

Be Successful Selling Annuities Online

If you've been in the insurance business a while, you probably aren't used to doing so much selling online. Selling insurance used to be a kitchen table venture.

Now though, people are comfortable meeting with you and learning from you online. 

This allows you to make the important connections that are needed when selling annuities online. If you want more help learning the ropes of selling annuities and creating a strong marketing program, we can help.

Contact us today to learn more about our insurance marketing programs.

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