Today, there are so many lead programs out there, it can be tough to tell the difference between a quality marketing system and a scam! However, agents working with us here at Pinnacle Financial benefit from our trial and error. We have tried so many things over the years – some have worked well, while others have not. The programs that we recommend to our partner agents are the ones that we have seen success with. We have partnered with several vendors for exclusive per piece leads, virtual seminar programs, and even pre-set virtual appointments. The following are some of the programs that are working well for our agents today during these ever-changing times.

We have seen a recent increase in lead activity from our exclusive annuity lead partners. Clients are looking for safe havens for assets more than ever with Coronavirus and the recent 2020 stock market crash. At Pinnacle, we have worked with several 3rd parties lead vendors offering annuity leads over the years. We have identified a handful of the most consistent, best quality, and exclusive annuity lead programs. Prospects have assets qualified for an annuity, are interested in discussing an annuity with an agent, and are awaiting a call. Our agents are able to convert this business entirely remotely with the use of E-app platforms and programs such as Zoom, GoToMeeting, and/or Join.me. 

Aside from buying leads, Seminar selling has for years been a way that top producers have done annuity prospecting. This is no secret, but high overhead costs and long sale cycle processes have been barriers for some producers. Many of our long-standing 3rd party seminar partners have pivoted to virtual seminar programs or webinars post Covid-19. This has been a cost-effective way for our agents to hold a seminar or sales workshop even from the comfort of their own home! These virtual seminar programs are turnkey – including email invites, presentation materials, and client brochures.

Lastly, agents can eliminate chasing prospects with our exclusive pre-set appointment program. This program is with state employees – teachers (k-12 and state universities), as well as some state hospitals, police, & firemen. While this program worked well face-to-face, it has been even more effective virtually. These teachers, nurses, etc. have recently been doing much of their work virtually using things like zoom and GoToMeeting, so transitioning these pre-set appointments to virtual appointments has been seamless. 

Whatever marketing approach our agents will take, the team at Pinnacle Financial Services​ works hand-in-hand with our agents every step of the way. From product and sales training to illustrations and case design, to business processing, we are here to help. Give us a call today for more information on our annuity products and marketing programs.