Annuity and Life Insurance Marketing Tip Blog

The Holiday Season Playbook

12/22/2022

Ramp Up Next Year Sales By Marketing Strong Now

Many agents tell us that business is harder to conduct between Thanksgiving and New Years. So, they decide to slow down, stop their marketing, and focus on their marketing plans for the near year. While getting agendas, goals, and ideas together for making next year better is something that’s a must do for all of us, we feel as though many of our agents are missing out on some lucrative sales opportunities during the Holidays. We have solutions to maximize your business and profitability efforts during the Holiday Season.

There’s Less Competition During The Holiday Season

Since many advisors take advantage of the annual slow down of business activities, it leaves a lot of low hanging fruit that's ripe for the picking. Let’s say you change course this year, and decide to keep your lead pipeline pumping. You may find you have less competition for the same prospects. Therefore, you will be the first financial services professional they speak to and that gives you a pretty big advantage over your peers to win the client’s business.

Reduce Your Taxable Income by Purchasing Leads Now

With the end of the year approaching, many of your fiscal years are also ending soon. You can take some of your business income and/or profits, and reallocate that towards purchasing more leads. Not only does this fill your pipeline now to finish this year strong and kick off next year with a boost, it also reduces your taxable income.

Want to try out our in-house annuity leads? Book a chat with one of our marketers. They will tell you the ins and outs of how our lead generation system works.

The Holidays Give You a Perfect Ice Breaker AND Fact Finder!

The Holiday Season will give you and your clients lots to discuss during your introductory phone call that can lead towards building a good relationship. You can talk about travel plans, what family you’re going to see, gifts, spouses, kids, etc. This gives you an insider’s perspective into their family situation, and what they value most, which in turn can help you help them achieve their family goals. Best of all, it gives you a chance to relate to them and find commonplace.

The holidays always take us back to what’s important, our family and friends. While they are in family mode, you can appeal to their needs and desires to take care of their family. Can you think of a better gift than providing financial security for their loved loans?

Introductory Calls Are Easier During The Holidays

This might seem like a farce to you at first, but hear us out. People do have downtime during the Holiday Season… and maybe even more than you may think. Business doesn’t just slow down for our industry, it does pretty much across the board other than the retail industry. I know it may not seem like it, with last minute grocery shopping for large family meals, or those Christmas gifts you forgot about buying your spouse. However, many people slow down a lot during the holidays, they use up their remaining PTOs, travel to spend time with family and friends, etc.

Even though some of these prospects may not be able to meet in person or schedule a video chat during the Holidays, you can make that momentous breakthrough… getting prospects to answer the phone! As we all know, speaking with prospects on the phone is essential to landing a new client. Without that first phone call, you don’t have a chance to make the sale. Therefore, take advantage of your prospect’s downtime to try and catch them on the phone.

If Clients Can’t Meet During The Holiday Season… Book Appointments for January.

During the end of the year marketing blitz, if you find a prospect that is unable to meet to go over your financial solution to upgrade their retirement, you have a good backup… book the appointment for January. Even if you can't make the sale now, how nice would it be to start off the new year with a calendar booked full of appointments?

By ramping up your marketing now, such as running annuity lead generation campaigns, you will put yourself in a better position to start off this upcoming year much stronger and put you on track to hit your sales goals. Give yourself a gift that keeps giving... a digital lead campaign to start next year in a successful and flourishing way

Start Next Year Strong!

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3 Reason To Switch IMOs Now

12/13/2022

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Are you ready to switch IMOs, but think you need to wait until the end of the year to hit your bonus? Or, is your current IMO not giving your cases the attention they deserve, leading towards a decline in closing sales? We totally understand the predicament of potentially missing your bonus because profitability is key to your success. However, we have 3 solid reasons that may entice you to start transitioning now.

Reason 1: We Offer A Quarterly Bonus

That’s right! Our partners don't have to wait until the end of the year to collect, they get bonuses EVERY quarter! Our threshold is easy to hit… $250k of annuity premium and/or $17k of target life premium. To find out how to qualify, chat with our marketers today.

Reason 2: Enroll In Our Unique Marketing and Branding Program… Safe Money Places

Safe Money Places is a consumer facing brand that educates both pre-retirees and retirees the importance of creating a sound financial strategy to ensure they can enjoy the retirement they’ve worked hard and long for.

We build personalized agent websites centered around this brand that builds trust with prospects and clients through educational content. We have everything from videos to consumer guides to personal branding materials that cover a wide variety of retirement topics ranging from Social Security to wealth transfer to retirement income solutions.

Best of all, this marketing and branding system is yours for FREE! That’s right, there’s no set up fees or monthly hosting fees to utilize these tools. All you have to do is write a little business with us, and we invest back into you by providing you with the resources to ramp up your digital presence and close more sales. Again, our threshold is pretty low to qualify for this program. Chat with our marketers for more info.

Reason 3: Get More Annuity Leads For Less With Our In-House Annuity Lead System

We developed a low-cost, high return annuity lead system. Since we’re not a lead vendor, our leads are at least half, if not one third, the cost of most annuity lead providers out there. We have been running this lead program successfully for years and have seen many of our producers hit sales milestones they didn’t think were possible … with an ROI that makes sense!!

One of the biggest benefits of our annuity leads versus broadcast leads (which include radio, direct mail, TV, and social media leads) is the fact our leads are actively searching for annuity information. This means, they are already directly engaged in the annuity sales process themselves because they are going to Google to research and get more info about annuities.

Broadcast leads are more passive prospects by nature, as they heard or saw an ad, and it sparked curiosity for them to reach out. These leads tend to be more in the early stages of annuity research, thus aren’t as far along in the sales cycle.

If you would like to see if there are territories available near you, please book an appointment with one of our marketers. They will tell you the ins and outs of how our lead program works.

If you want to learn more about our incentives, digital leads, products, or our branding program, schedule an appointment to talk to our marketers.

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The Holiday Season Playbook

3 Reason To Switch IMOs Now

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