14 March 2011
Will Rogers, know the name? If you don't, you better get with it! Our target age market certainly does and they relate to Will Rogers. He died in 1935 and his funeral was at time the largest attended funeral in US History with 125,000 attendees.
14 March 2011
Selling the power of tax deferral is not a new concept. But how you say it can make the difference between a sale and no sale. I have used the concept of double and triple compounding to explain the benefits to prospects, but I have also expanded it to make understanding it simple. Here is how I explain compound interest.
Posted in Annuity Sales Tips0 Comments
14 March 2011
Probably the very biggest error that is made with financial planning by people is the mistake regarding "time horizons." By definition a time horizon when speaking of financial uses is the length of time a sum of money is expected to be invested. If our time horizon is next year then options are less and if our time horizons are further, options increase.
14 March 2011
As consumers our prospects should always know who they do business with. It makes no difference if it is you the agent or their favorite stockbroker. We can help our prospects by accessing information free and fully available to anyone by using this system.
14 March 2011
Do you sell immediate annuities? If not,is it because the commissions are so low? I don't sell them for that reason and yet I have a system for making the prospect happy and not taking a reduction in compensation.
11 March 2011
To sell more annuities and other insurance products you need to always understand the prospect. What do they really want? Understanding the needs of the client is important to building a relationship. If we are always trying to fit our round peg into the square hole selling becomes almost impossible. Here are some tips about selling to this target market.
11 March 2011
As I go down the list of benefits and come to the "Probate Avoidance" issue these contracts provide I will often stop and say this: "Mrs. Jones, do you remember the movie star, Natalie Wood?" They all will remember her.
Posted in Annuity Lead Generation Tips0 Comments
11 March 2011
As consumers our prospects should always know who they do business with. It makes no difference if it is you the agent or their favorite stockbroker. We can help our prospects by accessing information free and fully available to anyone by using this system.
11 March 2011
It was the accepted practice in Babylon 4,000 years ago that for a month after the wedding the bride's father would supply his son-in-law with all the mead he could drink.
Posted in Insurance Sales Tips0 Comments
11 March 2011
This annuity marketing advice might allow you to sell a tax deferred annuity and remove the interest instead of providing your prospect with an immediate annuity. California has tax laws that require immediate annuity payouts to be taxed. Naturally California would be the one to figure out how to squeeze all the available tax dollars.
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