Selling Annuities with an Insurance Field Marketing Organization (FMO)
Selling annuities is exciting, while providing clients with strategies to meet their financial and retirement goals. It is the surefire way to help your clients secure their future and retirement without risk and worry. There are many benefits for your clients to purchase an annuity:
- Principle Protection
- Long Term Care Benefits
- Guaranteed Lifetime Income
- Unlimited Upside Potential
- Enhanced Distribution
- Tax Deferral
Annuities are also one of the higher ticket "products” of insurance that can create a boom of revenue in your bank account. Set your bank account on fire with annuity sales. Engage in seamless contracting and commission schedules delivered straight to you.
Finding the right Insurance Field Marketing Organization (FMO) will start you on the right path for selling annuities.
Selling Annuities Online and Over The Phone with A Proven System
Now, to build your Annuity pipeline quickly, we've formed a partnership with Affinity Advisory Network, LLC. This fast-growing FMO has built systems around helping retired seniors take full advantage of the power of the right annuity.
Vetted TeleLEADS with Requested Appointments (Selling Annuities Online and Over The Phone)
We know that qualified leads are hard to come by. That’s why our system provides you with prospects who are not only interested in learning more about your products, but have asked to be contacted about them. These leads are primed and ready to be notified of your offerings. All you have to do is call.
Prospects and Professionals On Demand (PPOD) System
The system is called Prospects and Professionals On Demand (PPOD). The system was created by Robert Hall, an industry top producer and founder of Affinity Advisory Network. This system is now actively being used by independent agents in 38 states.
This PPOD System Is For You If...
- You want lots of new prospects on-demand
- You don't want to make cold calls, ever!
- You want to get lots of referrals (but never have to ask for them)
- You want easy access to professionals to help increase the sale
- You want your business to be trackable and predictable
- You want to work with independent attorneys easily
- You don't want to work nights or weekends
- You are genuinely skilled at selling and want a system that does all the rest of the work for you, so you can...JUST SELL!
Quality Prospects On Demand.
No cheap, unqualified internet or telemarketed annuity leads with the PPOD system. Everyone has tried them, but soon find out they don’t work for annuities. With the proven PPOD system, you will get leads generated from a sophisticated marketing machine that pre-educates prospects with the benefits of comprehensive, custom estate protection and financial planning. This system is entirely controlled by you. If you want more leads, you simply turn up the marketing. It is an easy system that performs consistently.
Professionals On Demand.
This is a critical difference. A true multidisciplinary network of professionals surrounds and supports you and your client. When you use the PPOD system, you get immediate access to the professionals in this network. This includes:
- Estate Planning Attorneys, VA-Accredited Claims Attorneys, and VA-Accredited Claims Agents
- Property & Casualty Insurance Agents
- CRFAs, CPAs, and Tax Accountants
- Financial Advisors and Registered Investment Advisors
Discounted Media and Advertising.
When you use the PPOD system, you also get huge discounts off newspaper advertising and other advertising media to invite the best prospects to your live seminars. All the guesswork is gone. You’ll be running only proven ads with solid track records of filling seminars.
A Proven Seminar.
An exclusive, proprietary seminar is customized to your specific state and provided to you at no cost. It is not a standard industry seminar. The seminar at the heart of the PPOD system focuses on the protection of assets and the financial options to relieve stress in late retirement years. One additional element of the PPOD live seminar is the active participation of a local independent attorney. The attorney presents the legal portion of the seminar and then becomes a long-term resource to provide independent legal assistance to your client in the future.
A Careful, Methodical, and Proven Meeting Process.
This is the component that builds trust to the point where nearly 100% of the investable assets can be protected and grown by a customized plan developed out of this multi-week meeting process. The PPOD system trains you step-by-step what to do and say in each client meeting, each week.
A Tracking System.
The PPOD system provides you a reliable, proven, and customized solution to track the critical aspects of your business. Habitually using this easy, quick system will allow you to make better decisions and grow your practice in a predictable and ultra-efficient manner.
Expert Case Design Assistance.
There is an expanded team at the ready to assist you with standard, complicated, or ultra-challenging case design. These designs come back to you with additional advice on how to properly position and sell the solution to the client.
Psychology of the Senior Sale.
There is an entirely different set of words to say, words to avoid, and strategies to use to close the successful senior sale. The PPOD system will train you in these high-level communication and persuasion methods. Live and virtual trainings are an on-going part of the support you will enjoy when you are actively selling inside the system.
Our partner FMO, Affinity Advisory Network, has perfected every element of their proprietary PPOD system. You decide how much you want to sell in 12 months, and we’ll build the plan that can make that a reality.
Additional Methods to Increase Fixed-Index Annuity (FIA) Production:
In addition to the PPOD live seminar program, there are other methods to generate prospective clients. Each of these methods still affords you access to all the professionals in the network.
The VETTED TeleLEADS WITH REQUESTED APPOINTMENTS SALES SYSTEM is for you if...
- You prefer to spend your valuable time getting sales, not leads. These leads have all been screened and have requested appointments. This completely eliminates the time and effort finding leads. The prospects are ready to buy the products you sell, so you can concentrate on maximizing sales.
- You want pre-qualified leads that have already requested appointments. These are not aged leads that have sat around for months or have been solicited many times before you even get them. These leads are vetted before they even get to you.
- You don’t want leads that have been resold and recycle. There is no competition for these prospects, so they will never be sold to competitors. These are fully-vetted appointments that are ready to be sold your products.
- You would like to target your leads precisely. If you want custom selection for your leads, this is the system for you. We can provide leads that are handpicked for your business, with custom targets to boost sales in the way you want.
The BINDER PRESENTATION is for you if...
- Binder Presentation is another proven method to increase the number of lines (products) in the household. After completing a Medicare Supplement sale, this is brought to the policy delivery meeting. At that meeting, the binder is given to the client as a way for them to check that other areas of their financial future are safe, secure, and positioned to perform as they desire. This provides a quality transition to a new conversation that leads to an annuity sale.
The BIRD DOG program is for you if...
- You prefer selling in the home. Bird Dog is a direct-mail based program that generates an interested prospect who request an appointment to learn more.
- You prefer the one-on-one, kitchen-table type sale that avoids all the expenses associated with an office, rent, etc.
- You like to work the numbers. The Bird Dog program is predictable. The number of postcards mailed, the number of first appointments, and the number of closed cases out of each mailing are all known. You can easily work backwards from any desired income level and build your Bird Dog campaign around your goals.
The PROVEN INTRODUCTION LETTER is for you if...
- You have a book of past clients that could benefit from announcing the new service you are now able to provide. This letter works. In just one example, this letter was mailed by one of our agents and he closed a $400,000 annuity sale. He made $26,000.00 in commission! Also, here is the best part, he only mailed 150 letters! Now that's efficient!
- You do not have immediate money to market with the traditional methods. Marketing to your past book of clients can be a very easy, extremely low-cost way to generate funds to wisely invest in other stronger marketing methods.
- You prefer not to conduct seminars and speak in public at the live free lunch seminar events that are at the core of the traditional PPOD system. This letter campaign allows you to softly show the benefits of the enhanced protection planning services you can now provide at a distance.
The EDUCATION CLASSES are for you if...
- You prefer to present in a professional learning environment as these classes are presented at local colleges and public libraries.
- You believe that the information is important and deserves an extended 'course' style learning experience.
- You are comfortable with providing a free consultation leading into a multiple meeting process.
- Over 30 professional courses are offered. Choose from: Advanced Estate Planning; IRA's, Annuities, and other sources of retirement income; Planning for long-term care; and more.
Reach out to us today and we'll make certain you get all the information you need to decide for yourself which of the programs is a good fit for you and your business goals.
Why Your Clients Care About Annuities
If I Become An Annuity Agent, What is My Role?
Partnering with a seasoned Annuity Insurance Field Marketing Organization positions you to be able to close sales effectively and efficiently. You serve two very important roles for your client. Educating the client on the benefits of annuities in general and guiding them to the RIGHT selection that MEETS their goals.
Annuities are part of a broad retirement or estate plan for your clients and they NEED you to guide them along the way. People who are not familiar with annuities may want to work with an insurance agent, preferably one who is receiving support from a reputable annuity marketing organization out there. Agents who get the necessary training and guidance from these organizations are likely to be skilled and knowledgeable in selling annuities.Setting your client up for success and security will build a strong base of testimonials and referrals.
Pro Tip: If you are currently selling other products, like life insurance, meeting the client's needs requires long-term planning for retirement and income such as annuity products!
Why Agents Use TR King Insurance Marketing as Their Annuities FMO
Selling annuities is not a walk in the park. Insurance agents need compassion, patience, and skills to be successful in their job.Fortunately, TR King Insurance Marketing is here to help insurance agents sell annuity products successfully and get them to the path of achieving growth. When you come to us for guidance or support, we’ll provide you with the following:
Reliable Customer Service
If you have any questions with selling annuities or need client assistance or mentoring, you can get in touch with us through any of the following customer service channels:
- Live Chat
You can rest easy knowing that you will be speaking with a live person when you reach out to us for help. Think of us as your trusted partner (or better yet, your friend) who only wants to see you succeed as an insurance agent.
You get to form contracts directly with insurance carriers. We give you the option to retain your freedom as an independent insurance agent. Plus, the carrier is the one who’ll pay your compensation.
If you’re an independent insurance agent, you get to enjoy exclusive discounts on tools, software, technology, and other resources that will help you achieve success in selling annuities.
Online ContractingCut down the amount of physical paperwork you handle every day with our online insurance contracting solution. When making insurance contracts, you can use SuranceBay software to prepare contracting paperwork efficiently and effectively.
Set Your Bank Account on Fire!
Call to start selling annuity products today. Feel great while watching your bank account climb and securing your client's future.