Annuity Leads, Seminar Selling System and Marketing e-book... "One Call Close"
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Would You Like To Sell Qualified "Pre-Sold" Index Annuity Prospects?
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Each Index Annuity prospect will go through the following 10 steps. Agent calls are returned after 3:30 pm CST.
We require you to have earned $100.000 in the previous year to participate in our leads!! Must be verifiable. After
you write your first application, then will we provide our leads to you. This is meant to be a supplement to
to your marketing efforts.
- Suspect visits HappyRetiree com or AnnuityDefinition com completes the very long and benefit oriented form. A double opt-in or confirmation is required of the suspected annuity buyer. Yes, we make them jump through hoops.
- Prospect is researched using smart pages.com and the insurance departments to screen out agents.
- The annuity lead is emailed one, two, three or four brochures initially. Products sent are based on choices selected on the request form. Usually two of the best long term surrender period with a bonus and two of the best short term index annuities with no bonus.
- Prospect is called and asked to confirm they actually made the index annuity request.
- Prospect is questioned for clarification, qualification and a 6 to 8 minute verbal presentation is given.
- A USPS Priority or FedEx is sent containing one, two or three fixed index annuity brochures.
- First phone appointment is scheduled which can last 30 minutes reviewing one annuity.
- Second phone appointment is scheduled lasting on average another half hour. Time is invested in these prospects before your first meeting. These annuity leads average between $100.000 and $800.000. Most commonly $280.000.
Earn A Partnership With My Qualified Pre-Sold Index Annuity Prospects In As Little As 15 Days With These Special Tips You'll Use In The "One Call Close" Annuity Presentation!!
- You, the agent set an appointment. You'll call to confirm your appointment the day before or the day of your appointment. Confirmation conveys professionalism and infers you value your own time. Ringing the door bell one minute before your appointment time shows you value the pre-sold prospects time.
As you can tell, these are not a typical lead. These are pre-sold highly qualified customers. Several phone
appointments and emails produce a highly motivated index annuity buyer.
The leads generated from our websites are not sold. They are partnered with you, after becoming an agent with The McLeod Agency. The fixed index annuity lead partnership program is offered by invitation only, after you complete contracting paper work and become licensed with two or more of our carriers. What do we mean by partnership? The answer simply means to co-sign applications. Your sales generated from your own efforts are not co-signed. You receive full commission. Referrals
generated from the pre-sold leads are co-signed at a reduced percentage to McLeod Agency.
- FYI...www.happyretiree com is also advertised as www.annuitybuyersguide com at the top of all major search engines. Geographically most leads are in states FL, CA, TX, AZ, SC, NJ, GA, IL, OH, WA, PA...
Click Here To Qualify For The Lead/Client Partnership Program
The prospect did not contact us for legal or tax advice. He/She contacted our site specifically for index annuity information.
Please do the following with this lead we are sharing with you. Only talk about the products sent.
Do not offer him your opinion of other products, services, capital gain taxes or legal advise.
Prospect came to www.happyretiree com or AnnuityDefinition com and saw a very specific product with many specific questions. All questions are specific to index annuities, only.
The massive amount of "questions" on the form are benefit oriented to index annuities. Use the suitability questionnaire provided by each company. Nothing more.
You may not offer anything else through leading questions or other services or products that may or may not be needed.
The package provided, has more than enough " visual " information to read and see. Much more than enough to show and discuss many times over.
I do not set appointments!
One Call Close Annuity Presentation
Almost a year ago, I came across Jeff's website. After several days of thinking about his offer to spilt the commissions I decided that I had absolutely nothing to lose...
I felt that after I spoke with him, if I didn't like what I heard, I would just not proceed.
Well let me tell you... am I ever glad I decided to take Jeff up on his offer. Not only have I made money sharing leads with Jeff, but I have built a friendship with both him and his wife Teresa.
I consider the friendship a bonus. I have also learned the value of Jeff's One Call Closing System! To be truthful, I have never gone on a lead that did not result in a sale the very first time I met the client.
Working with Jeff has allowed me to expand my own practice... Thanks for everything Jeff!
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