Tips For Agents
- The First Call
- Setting an Appointment
- What Not to Ask
- Provide Multiple Annuity Options
- Asking For Referrals
We understand that successful financial planners do not want to waste time with outdated lists and unreliable leads.If you have bought or received annuity leads in the past and were left with a bad taste in your mouth, you are not alone. Most agents we speak to start out by telling us horror stories of past lead programs that have come up short. The difference with fixedannuityleads.com is that it was created by financial planners, and built for financial planners. Lead quality is our highest priority.
All the annuity leads generated are internet based. Meaning, a potential annuity client visits our annuity informational website where he or she is able to research information on annuities. On the site, they then have the option to fill out a form requesting an annuity quote, or they can request to speak with an agent. Once the quote request is received by our team, the phone number is verified and immediately sent to the financial planner we work with in that designated city or region.
Leads Are Never Shared Between AgentsYou will be the first, and the last agent to contact the annuity leads generated for you.
The Clients Are Your NeighborsYou choose the specific location from which the leads are generated.