Annuity lead prospect completes a long benefit oriented web site form. Annuity prospect receives one to four specific company brochures by e-mail and USPS mail. Products sent are based upon multiple choice selected. Usually two of the best short term and two of the best long term surrender periods with a bonus.

Prospect is phoned for clarification, qualification and an phone appointment is scheduled. Our annuity lead is completly prepared for a personal appointment with a local agent.

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.

Health Insurance Leads