Annuity lead generation is not always fully understood by annuity agentsFirstly, just because you have a lead does not mean that a sale will follow.A walk in client does not constitute annuity lead generation. Finally, annuity lead generation does work (I may sound like I'm in direct opposition of my first point, I'll explain later). On-line annuity lead generation is the topic of this article, simply because I have found them to be the most effective way to obtain leads that convert. Here are some tips on annuity lead generation and conversion to annuity sale.



Buying The Lead! As I am sure you're aware there is an abundance of lead generation companies out there.How do you choose the right leads to buy? There are some key elements that I look for when buying leads online and over time I have narrowed it down to one website from which I buy leads. The first thing to do is ask how the company obtained the lead. Often an inflated price is demanded for leads where an appointment has been pre booked. I would avoid these like the plague! Usually these companies set up appointments through a telemarketer so the lead was obtained against the will of the client and is not likely to convert. Flyer's are also used offering all kinds of incentives to get people to call in within a certain time frame

One of the best features to look out for is a No returns policy! Now you may think this rather odd. However, the reason they are better is because the company is far more confident in the quality of the lead. The website that I use calls this the "Rub of the Green." Sometimes in golf, you can hit the perfect putt, but the ball hit a bump in the green and misses the hole. It is the same way with annuity leads. Sometimes no matter what you do, the lead just doesn't convert to a sale. The no return policy can be thought of as an exclusive membership into a club.

Step 2: Selling the Annuity! First of all as previously stated a lead is no guarantee of a sale, it is merely an introduction of you to the client..If the lead was purchased from a credible source you will already have some of the clients details.The client is interested in purchasing an annuity;You have been provided with their age, telephone number and address. That is all you know. It is now down to you to develop the relationship into a mutually beneficial one. It is always your call as to how much time to spend with the client in order to reach the right point. getting the amount of time spent with each client right can be a bit tricky as you may have other clients to see. Too little time and you lose the client you are dealing with. I usually work to no more than say 3 hours per client from beginning to end.