National Annuity Brokers

Lead Generation

Annuity Lead Generation and Preset Annuity Appointment Programs

We are a national marketing organization for independent agents specializing in Annuity and Life products. The annuity sales lead generation system and preset annuity appointment program our agents use is provided by Premier Annuity Prospects. To order annuity leads and preset annuity appointments contact us or visit Premier Annuity Prospects.

Their annuity lead programs are time proven. You can purchase annuity leads as well as preset annuity appointments. To order annuity leads from Premier Annuity Prospects call 1-800-992-9663 or learn more about how their annuity lead program can work for you by visitng premierannuityprospects.com.

If you are an insurance agent, registered representative or financial advisor and would like to order order annuity, investment and insurance leads and preset appointments, please read over the ordering process below and then contact us to get started.

1. You call in requesting information about the program.

2. Our price structure for the annuity lead program is discussed.

3. The Area is checked for availability to see if any other agent is currently enrolled in our program and in good standing. If there is already an agent within our program in the territory you requested then you will not be given the ability in doing business with PAP. Premier Annuity Prospects guarantees protected areas for agents using our program. All areas are not the same and some are more productive than others to obtain annuity leads. We strongly feel that this is a partnership between you the agent and Premier annuity Prospects. If the agent doesn’t make money , chances are that they would not reorder from PAP, so it is in Premier Annuity Prospects best interests to have highly satisfied agents working the annuity leads. For these reasons PAP is very serious about keeping areas protected for agents within our program.

4. Zip codes are given by agent to Rep for exact number of potential mailers. This is first and most important step involved in the process. You must carefully choose the people in the area around you who best fit the model of an annuity buyer. Choosing to high of an income area can prove to be disastrous for your mail responses. So carefully choose the right income levels along with home ownership and the proper age brackets. We suggest trying at least 5,000 annuity lead cards in multiple zip codes to experiment with the results. Your account representative will be able to help guide you into the correct areas of concentration.

5. Payment is taken. Premier Annuity Prospects has tried to make it as easy as possible to arrange for paying for there annuity lead services. Once you read and reviewed our service contract and faxed it back to us then we will accept payment. Visa and Master Card are accepted along with ACH checking availability. PAP can draw the money straight from your checking account so there will be no delay in waiting for your check to clear. We can get an order rolling the next day if ACH is chosen. Sending a check and waiting for it to clear takes 5 – 8 days normally.

6. Agents begin training if needed. Premier Annuity Prospects has bi weekly teleconference training to keep everyone sharp and trained in how to effectively close more annuity leads. PAP has a library of training vides and audio files of past training materials. It is strongly advised that the newer agents review these for a few weeks before going out on your first annuity appointments.

7. Mail is ordered and dropped. Well here is the start of the rest of your life. Ask any old timer in the annuity business and he will tell you when all else fails send out some mail to get some guaranteed annuity leads. So you have met several times by now with your Rep and the order has been paid for and you are properly trained. The mail will be ordered the day your payment has cleared. There is no time wasted. The turnaround time is just about 3 weeks from the day you order.

8. Agents Bio is obtained. While we are waiting for your annuity lead card returns, there are some things to take care of. Your first job is to write us a short bio. Keep it short and sweet, remembering that we don’t want to talk people out of meeting with you by telling them too much. PAP has seen success with buzz words such as Probate, Social Security, Medicaid Planning, Tax Planning and guarantees. PAP does not allow the use of titles dealing with seniors. If you need clarification please check with your States Attorney Generals office if you are in doubt. The second job is to educate yourself to the market around you and don’t try to fit a square peg into a round hole. What we are saying is if you fit the potential annuity lead into the correct annuity product, you will close more sales. We have found that the more successful agents using the program have a tendency to not rely on just one product alone. Fairness and open mind ness in the clients’ behalf will go a long way.

9. Agents schedule is given to his marketing rep. Two and one half weeks have gone by and your annuity leads are just about ready to begin to come in. You need to speak with your Annuity Lead Generation and Preset Annuity Appointment Programs