Premier Annuity Prospects is this country's leading source for annuity leads and preset annuity appointments for independent agents, insurance agents and financial advisors today. We offer a time tested direct mail annuity lead program and will convert these annuity leads into preset annuity appointments with potential annuity, insurance and securities holders for you. When you work with Premier Annuity Prospects, our experienced telemarketers call the exclusive qualified annuity leads and investment leads we generate and schedule preset annuity appointments on your behalf on the days and times you choose. Most agents and advisors that use our annuity leads program choose to have us schedule the annuity appointments for them but you can choose to call the annuity leads yourself. We will send you the annuity leads to call yourself, or call the annuity leads and book them into appointments for you. We can start providing you with more opportunities to sell more fixed annuities, variable annuities, insurance, and securities today.
Our history is built on a thirty-year track record of honesty and integrity in dealing with the insurance and investment industry. Its our goal to continue to serve the needs of our existing and future clients in a way that sets us apart from the rest. Our business is besieged by opportunists, mascaraders, and scam artists who take advantage of financial planners within our industry. To set us apart from the rest we are proud to say that we are members of the BBB and invite you to inquire if need be.
We know and understand the hard work that it takes to generate exclusive qualified annuity and insurance leads and to convert them into qualified preset annuity appointments and preset insurance appointments for independent agents, registered reps and financial advisors. We understand that if we do the job of establishing annuity leads and preset annuity appointments correctly, you will be able to do what you do best - sell annuities and life insurance policies. We could just as easily qualify as a life insurance appointment company, or a reverse mortgage since many of our insurance agents and financial advisors cross sell sell life insurance, medical suplements, and reverse mortgages on our appointments.
What worked 20, or 25 years ago is still working today. Through years of annuity and insurance marketing experience we have determined that, for one reason or another, some people just do not like attending seminars. We have great success in attracting people to agree to a sit-down with you to discuss their financial needs. These people have investment assets and are great prospective annuity, insurance or securities clients. They like the privacy of their own home and feel comfortable making an annuity, reverse mortgage, insurance, or securities buying decision in the privacy of their home. It is up to the insurance agent or financial advisor to determine whether they want to make it an Annuity Preset Appointment or a Life Insurance Preset Appointment. Premier Annuity Prospects feels that our annuity leads and preset qualified annuity appointments are far more cost affective than a seminar appointment. The typical seminar obtained appointment is costing in excess of $300 these days, while the average cost of a PAP preset annuity appointment is $140.
If you are an insurance agent, registered representative or financial advisor and would like to order annuity leads, investment and insurance leads or 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. In short there is the cost of the mail and the cost of setting the appointments.
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 in our program in the territory you requested then you will not be given the ability to do business with PAP at this time but if the territory becomes available in the future, it's yours. Premier Annuity Prospects guarantees protected areas for agents using our program. All areas are not the same and some are more productive than others getting annuity leads. We strongly feel that this is a partnership between you and Premier Annuity Prospects. If the agent doesnt make annuity sales, chances are that they would not reorder from PAP, so it's 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 that are involvrd with our program.
4. The first and most important step involved in the process is to search the zip codes in your designated area. You must carefully choose the correct demographics of people in the area around you who best fit the income model of you desire. Choosing to high of an income 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. Our representatives can give you expected rates of return in your areas of choice based on our past experience in those areas.
5. If all goes well and you are satisfied we then take payment. Premier Annuity Prospects has tried to make it as easy as possible to arrange for paying for their annuity leads service. Once you read and have reviewed our service contract , signed and faxed it back to us, then we will accept payment. Visa and Master Card are accepted along with ACH checking. 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 normallytakes 5- 8 days.
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 videos 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 paid for, 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 mail to get guaranteed annuity leads. At this point you have spoken several times with your sales representative and the order has been paid for and you are ready to go. 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. 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 dont want to talk people out of meeting with you by telling them too much. If you have problems or need some ideas for your Bio we have hundreds of Bios to use as examples for you to paruse. 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 as a credential such as CEPS, CEP, EPS, or any other title or designation not recconized by the Insurance or Securities industry. 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 dont 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 mindness that favors the client will go a long way.
9.The next step is to give your Agent weekly schedule to your account representative. Two and one half weeks have gone by and your annuity leads are just about ready to begin to arrive at the post office. You need to speak with your marketing rep and give them some dates to schedule the appointments for you. The first week there will be a big hit all at once and then they will trickle in.Things are looking good and you now have many annuity leads. Two things happen at this point. Number one you have activity, and appointments are being booked. You are extremely happy if you followed your reps advice and continued to send more mail two weeks after the first mailing, or your faced with the fact that there are not enough appointments to keep you busy because you didnt send out more annuity lead cards when you were told to. You should have mailed more annuity lead cards two weeks after your initial lead card order. Your Rep would have explained this to you in the first conversations with them. When we do not have hot annuity leads to call from, then it gets like pulling teeth and volume decreases significantly. This system works perfectly and seamlessly giving you great annuity leads and annuity appointments providing that mail is sent out continuously on a regular basis. What makes the quality of these annuity appointments so good is that the people have just returned the lead cards back to you requesting more information and when we call to book the appointment the card which they returned is fresh in their mind. We only call the people who have asked to be contacted. We do not call cold from a list. If we did call from a list appointments would be more abundant, but the quality wouldnt be as good.
10. The annuity lead response cards start coming in to our P.O box and they are allocated to your bank of annuity leads to be used to book preset annuity appointments. At this point youre only a day away from getting qualified annuity appointments.
11. Appointments are booked. We book your appointments on the dates and times you request. Special care and attention is given to the fact of time and distance between appointments. We Google map all annuity leads appointment to ensure proper travel time between annuity appointments. All appointments are sent via email or fax the evening prior to your scheduled appointments.
12. Appointments are listened to by a supervisor. All annuity leads are verified and listened to by a supervisor making sure you have a qualified pre set annuity appointment.
13. Appointments are confirmed by quality control experts. On the day before you receive your pre qualified annuity appointment, the prospective annuity leads are called and the annuity appointment is confirmed. The appointments are booked by our telemarketers into the time slots designated by you within your schedule. Once the telemarketer books the appointment, they are listened to by a supervisor making sure that the annuity prospect has said they have more than $20,000 in investable assets, own a home with a value of over $200,000. This criterion is strictly adhered to and is a must for Premier Annuity Prospects to consider the appointment a true annuity appointment. Once the supervisor listens to and confirms that it is a good annuity appointment, then a copy of the conversation is listened to by a quality control expert and calls to confirm the appointment with the prospective annuity lead.
14. Appointments are forwarded to the agents via email or fax. The next days appointments are emailed to you by 5:00 P.M the day before. PAP is currently developing an interactive calendar which should be in use by the spring of 2009.
15. Lead cards are reordered every two weeks and paid on the day of order. Annuity leads are dependant on sending out the mail on a regular basis. If there are gaps in sending out mail cards, then there will be gaps in qualified annuity appointments. Mail should consistently be sent to different areas on a regular basis. It is Premier Annuity Prospects belief that 5,000 to 7,500 cards need to be mailed on a monthly basis to have a successful campaign
16. Appointment costs are paid for via credit card or checking account (ACH) on Friday. After your first order, all appointments will be billed and paid for each Friday. Without exception, if a prior weeks appointments are not paid for, or if any appointments are in dispute Premier Annuity Prospects will not except or book any appointments into the following weeks schedule for you. All mail cards and any costs associated with sending out mail response cards are solely the responsibility of the agent and must be paid at the time of ordering.
17. It is best to check with your account representative to inquire for any monthly specials that may be offered for annuity leads in any given month.
Call 1-800-992-9663 or please complete the form below if you are interested in ordering annuity leads, preset annuity appointments or annuity lead and/or preset annuity appointment pricing.
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