Annuity Lead Programs for Insurance Agents
Here at Pinnacle Financial Services, we get asked every day about annuity lead programs. Annuities can be a valuable addition to an insurance agent’s portfolio, offering opportunities to serve clients’ retirement needs while creating long-term business growth. As more Americans approach retirement and seek guaranteed income solutions, annuities continue to be an important financial planning tool.
In this blog, we break down a few of the most popular annuity lead generation programs used by agents at our leading FMO.
Life & Annuity Pre-Set Appointment Program
We provide agents with pre-set appointments with State and Federal employees at a very low cost. This program sets exclusive appointments with pension eligible employees. With no commitment or up-front costs, pre-set appointment programs can allow agents to book appointment and start selling very quickly. Pre-Set Appointment Best Practices
What is a pre-set appointment program?
Pre-set appointment programs are lead-generation services that schedule meetings between insurance agents and prospective clients who have expressed interest in learning more about a specific insurance product. Rather than spending time cold-calling, prospecting, or booking their own appointments, agents receive a calendar of appointments that have already been arranged on their behalf. As part of this program, the agent will receive appointment details, contact information, product of interest, and any relevant notes that may assist the agent in their sales process, all while remaining compliant.
For agents looking to accelerate growth, pre-set appointments can provide a steady flow of opportunities without requiring extensive prospecting efforts. When combined with strong sales processes, referrals, digital marketing, and client retention strategies, pre-set appointment programs can become an important component of a scalable insurance business development strategy.
Life & Annuity Pre-Set Appointment Program: Details and Costs
Pre – Sets: $64 per appointment
Pre-Set Appointments with teachers (k-12 and state colleges/universities), hospital employees, police, firemen, and veterans. All are state or federal pension eligible and/or have individual retirement accounts. You pick when you want appointments through a shared calendar. Appointments currently held virtually using ZOOM , GoToMeeting , or just via phone. No up-front startup costs. Only pay for appointments that are kept. You are not charged for canceled or rescheduled appointments.
Life & Annuity – Carriers & Commissions
We have a wide range of annuity and life insurance carriers . Commissions are paid directly from the carrier and differ between carrier and product. You can expect upwards of 100% of the first years premium as a commission on life insurance, and between 6% and 8% commission on annuities (on average).
Annuity Quoting Tool – Annuity Ratewatch
Every agent contracted at PFS will have access to Annuity Ratewatch for free as part of our comprehensive annuity quoting tools. This software will allow you to quote nearly every fixed and fixed indexed annuity out there. Quote MYGAs, FIAs, and even Lifetime Income rider comparisons. Click here for a tutorial.
Life Insurance & Annuity Highlight Sheets
There are so many solutions out there today. Keeping things simple and conceptual for clients is important. These easy 1 pagers can help convey concepts in a clear concise manner. Click here to receive highlight sheets.
Bob Brzyski
Vice President, Strategic Growth & Marketing
x7742 | bbrzyski@pfsinsurance.com
