Scott Brooks, MBA, CFP®
January 1, 2019
Here is some helpful information if you are looking for aged annuity leads. Our active clients have access to our aged annuity leads inside of our software. Our software portal reveals the price, city, state, zip, and location of the aged lead. Here are a few helpful tips when it comes to working-aged annuity leads. ... Read more
Scott Brooks, MBA, CFP®
December 30, 2018
How do IUL leads compare to annuity leads and annuity marketing? If your life depended on making an extra $100k over the next 12 months….which should you go with? If you chose IUL leads you just made a fatal mistake. Here’s why. We’ve had dozens of clients come into our annuity lead program over the ... Read more
Scott Brooks, MBA, CFP®
December 29, 2018
Here are 4 reasons why we are America’s number one annuity marketing service. Because Annuity marketing is the only thing we do! Below is a list of the types of campaigns we have tested since 2010 Annuity Leads SPWL Leads IUL Leads Money Manager Leads Retirement Planning Leads Fiduciary Leads 401K Rollover Leads Reverse Mortgage ... Read more
Scott Brooks, MBA, CFP®
December 27, 2018
If you are looking for pre-set appointments for annuity leads I have some important information for you. A huge majority of the pre-set annuity appointments companies are a scam and not trustworthy. Josh Melburg has been one of the largest advertisers in the annuity space for years now. He has openly said that the appointments ... Read more
Scott Brooks, MBA, CFP®
December 27, 2018
Final expense leads and final expense marketing can be a great way to provide some income for agents who are starting out. Have you ever wondered how final expense leads compare to annuity leads? We have done a number of insurance campaigns in the past and typically you will find a completely different type of ... Read more
Scott Brooks, MBA, CFP®
December 27, 2018
Have you ever wondered how life insurance leads compare to annuity leads? Being one of the largest annuity lead vendors since 2010 we definitely have an opinion on the matter. Here is my no-nonsense take on the matter. Hell would freeze over before we offer life insurance leads to our clients. Why? 1. Because the ... Read more
Scott Brooks, MBA, CFP®
December 26, 2018
Have you ever wondered how retirement planning leads match up against a qualified annuity lead? If so, keep reading because the story below will give you some unique insight into the market. A year ago I received a call from a well known RIA firm with over $125 BILLION in assets under management. The call ... Read more
Scott Brooks, MBA, CFP®
December 18, 2018
Here’s a true story about annuity seminar marketing you should enjoy. I love agents and advisors who spend money to put on seminars! LOVE LOVE LOVE them. Why? Because seminars are a huge driver of why consumers become annuity leads. A year ago I received a phone call from someone who calls leads for advisors ... Read more
Scott Brooks, MBA, CFP®
December 13, 2018
How do 401k Rollover leads compare to annuity leads in the field? Which lead type has a higher average case size? Every battle is won or lost before it is ever fought. ~ Sun Tzu. Were annuity leads or 401k rollover leads easier to book appointments with? Which are easier to actually convert into sales? Keep reading ... Read more
Scott Brooks, MBA, CFP®
December 12, 2018
Have you ever wondered how Single Premium Whole Life Leads (SPWL Leads) compare to annuity leads? If you are looking to increase your annuity and SPWL business you should find the following two case studies beneficial. In 2014 an FMO’s approached us wanting to offer single premium whole life leads to their agents. And of ... Read more
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