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 he books for his agents cost them $2,000 per appointment.
Keep that in mind the next time a company offers you some ridiculous deal like 10 appointments for $500.
Most of them flat out stink!
Here are a few things to watch out for.
#1 Deceptive FMO “Lead Programs”
There is an FMO in Utah who has an “annuity lead program” for agents. From what I was told by a client of mine that used them they sell their “pre-set appointments” for $300.
Their “pre-set appointments” were actually phone appointments, not in-home appointments.
My client in the Bay Area said that their service was the most deceptive service he has ever used!
Why?
Not only were the appointments fake…..the leads did not hear the word annuity in their radio ad.
If the annuity marketing service does not use the word annuity ad to create annuity leads for agents the quality is going to be horrible!
Instead of dealing with the preset annuity appointment scams, you should consider one of the reputable annuity marketing services like ours.
You can learn more about our pre-qualified annuity leads here.
When you work the leads to make them easier to book appointments with consider overnighting a package about your practice to the leads.
In sales, you should always develop trust and credibility BEFORE asking someone for something.
The overnight package develops trust with the leads and makes it easier to work.
We have found that the overnight package concept to be a huge benefit. You can learn more about the overnight package process by watching the video here.
#2 Mail Us A Check Scam
The deceptive preset appointment vendors usually want you to mail them a check.
Why?
Because once they deposit your funds you are screwed and have virtually no recourse.
100% of the trustworthy vendors in the financial industry let you charge for their services on a credit card.
It costs the vendor processing fees but gives the consumer more power.
Don’t fall for the check scam.
Be better than that!
We advise our clients to call their leads themselves unless they have money to burn. We have over 5 hours of training to help agents and advisors better work leads. Contact us and we will send you all of them free.
More Resources
About Our Lead Program
- Common Questions About Our Annuity Leads: pricing, territories, billing, refunds and how the program works.
- How We Scrub Our Leads: what our team checks before a lead ever reaches you, and why more than half never do.
- Working Our Annuity Leads: the opening script, the overnight package and the follow-up process our best clients use.
- Testimonials From Our Clients: audio testimonials from agents and advisors who use our leads.
- Free Training Video: how top producers work high-quality annuity leads.
- About Us: who we are and how we’ve run the business since 2010.
Articles
- Why Good Annuity Leads Look Bad: the five signs that fool agents into giving up on good prospects too soon.
- Why Some Agents Make Money With Annuity Leads and Others Don’t: what our most successful clients do differently.
- The 12 Biggest Mistakes Agents Make When Buying Annuity Leads: what to avoid before you spend a dollar.
- Will Annuity Leads Work in My Area? Rural vs. Big City Markets: how your market changes lead flow, case size and close rates.
- What I’ve Learned Spending Eight Figures Advertising Annuities: 16 years of lessons from the advertising side.
- Founder Interview: The Story Behind TheAnnuityLeads.com: how the company started and why it works the way it does.
- My Clients Were My Greatest Teachers: what 3,000 financial professionals taught me about business, people and myself.
