It is not unusual for seasoned annuity agents to allocate upwards of $6,000 per month toward marketing. Having helped agents with annuity cases on a daily basis for over 15 years, the number one question I always get is “what is the best lead source for annuities?”. This used to be a tough question for me to answer – and I generally would send a list of the best lead vendors that specialize in annuity marketing.
About five years ago, my brother Nick and myself decided to try to find a better mousetrap … we entered into the world of lead generation! We hired experts as consultants and tapped our digital marketing team to run this program and to learn everything they possibly could about utilizing search engines like Google to obtain high-quality annuity leads.
It took several months (and thousands of dollars) to find out what worked and to find an optimized way of keeping costs low. Around late 2017, our stellar digital marketing team had become internet lead experts. In early 2018, we were proud to announce to the agent field force that we were selling high-quality, fresh annuity leads at wholesale cost.
The ability to sell annuity leads at wholesale cost (since we do not mark up our leads like lead vendors have to) has been an integral part of what makes The Ohlson Group standout. Since we are an IMO and not a lead vendor, we make money from overrides. This business model incentivizes The Ohlson Group to continuously monitor our lead program and enhance and improve it on a regular basis.
These at cost annuity leads are a part of a much larger branding program that we call The Safe Money Places Agent Network. Any agent that writes meaningful business becomes a member of The Network. We create an agent website (agent owns the domain) and we have a drip e-mail follow-up program. Not only do we drip market to your leads, we also can run a drip e-mail program that automatically sends monthly e-mails to all of your clients and prospects.
So, give us a call today at 1-877-844-0900 or schedule an appointment through our Calendly time to speak. We have several territories available, however as you can imagine – they are going fast!
Until Next Time, Good Selling!
Joe Ohlson –
The Ohlson Group and SMP International LLC