Annuity Agents Alliance Blog

Real Help From Real Agents

Getting Annuity Funds Transferred

Bill Broich: Annuity 10/10 Rule, Crew Share, Hot News, Epic sales tip, Structured settlement sales, How to calculate bond yields, Annuities vs. bonds, Inflation.

Anthony Owen: Drawing a line in the sand with your annuity business.

Chad Owen: Other Side of the Table: Getting annuity funds transferred.


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Annuity Leads from Drip Marketing

Hello Partners,

If you are not using the Electronic Response Marketing System (ERMS), BIG MISTAKE!!!!

We had a very difficult client buy an annuity from us about a year ago.  In fact, she was so abrasive that we almost walked away from the sale.  We have not heard from her since the purchase but started noticing from the daily reports that she was hitting our ERMS website several times over the last few weeks.  We just got a call from her and she said, “Hey, I have another $20,000 I would like to move over to you guys.  Can you help me with that?”

We said, “No way”! 

Just kidding.  We might have said “no way” but she was so nice to us.  Completely different person than the one we met with a year ago.

Who knows what caused the change in attitude.  Maybe she went to a Tony Robbins seminar.  Maybe she just refilled her Prozac prescription?  Then again maybe she has been visiting our ERMS website and decided she likes us and the guarantees we offer with our products?  Maybe she saw something that made her concerned about the safety of her money?

I don’t know, maybe one of your clients might call you and ask if they can buy more annuities?  What do you think?

Thanks for the biz.  Thanks for more biz if you are using ERMS.

 


Annuity Sales Objection Handling: I'm Not Your Plumber

It helps to be quick on the draw.  Bret Roby and Chad Owen are making calls right now at my office to book annuity appointments.

Bret just called one of his Safe Money Radio leads and the wife answered.  Bret asked for the husband who had called his radio show.  The wife turning away from the phone yelled out to her husband that someone was calling for him.  He asked who it was and she said, “I think it’s your plumber”.

When Bud answered Bret said, " Bud, I am not your plumber but I can get you out of a lot of deep crap".

He booked the appointment.

Way to go Bret!

Don’t forget to have fun in this business my friends.


Annuity Lifetime Income Sales Approach

Bill Broich: The annuity lifetime income sector sales approach, Crew Share, Hot News, Baby Boomer debt, Tricky Social Security question answered, Warren Buffet bullish on America, Annuity 10/10 rule, The Other Side of the Table: EFT's.

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Pre-Qualified Annuity Leads

Bill Broich: Hot news, Trade booth banner, Silence is Golden, Sale of ING Direct, US debt news, Pre-Qualified Annuity Leads, Senator Harkin pushes for annuities in retirement plans, Wall Street to offer annuities (Q&A), SEC eyes crackdown on Wall Street bonuses, A giant mistake agents make (ERMS), The Other Side of the Table: The shifting tide towards annuities.

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Annuity Client Database Drip Letter

Bill Broich: Hot annuity news, Annuity tax alteration, Annuity sales growth news, The artificial foundation of bonds, Broker jargon you should know, Bank fees on the rise, annuity client database drip letter, Article on top 10 reasons it's a good time to be a crook, Promissory notes, Bond risk, Muni-bond disclosure, FAQ on muni-bonds, The Other Side of the Table: Barbells.

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Annuity Presentation Fact Finding

Bill Broich: Elderly resource website, Hot news,  Annuity tax questions, Client follow-up question / Retire Village, How to Win Friends and Influence People, Transparency as an annuity marketing tool, Boomers overwhelmed by retirement, Tarp Money: Who got stimulated?, Basic information on muni-bonds, Positive annuity news, The Other Side of the Table: Annuity presentation fact finding.

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