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. No commitment or up-front cost. Can be on appointment and selling very quickly. Pre-Set Appointment Best Practices

Annuity Lead Programs: Are you new to Life & Annuity Sales?

If you are just getting started with Life Insurance & Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.

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 carriers for life insurance & annuities. 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. 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.