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Tag Archives: Annuity Lead Generation

Retirement Calculators and Social Media Popular Among Younger Retirement Plannners

According to a survey of 6,360 people conducted by American United Life Insurance Company, more than 60% of retirement plan participants under age 40 found online retirement calculators the most helpful in retirement planning, compared to 51% of those 41-50, and 41% over the age of 50.  The under 40 group also found mobile apps to  Click to Continue

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How to predict your 2013 Annuity Marketing Success

Recently a quick assessment was posted on Life Health Pro by Maribeth Kuzmeski.  According to Kuzmeski, answering these 8 questions will tell you a lot about your marketing strategy for this year. 1) Do you have an up to date website? And does the site have a call to action to engage your prospects? 2)  Click to Continue

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3 Sales questions that are key to sparking action

In a recent article by Jill Konrath, she discusses key questions to ask in a sales situation and why.  First start with a question about their current situation, then move onto finding out what their challenges have been recently and what hurdles they’re currently facing, and finally, what have they been doing to combat these  Click to Continue

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Simple Rules to an Effective Social Media Presence

We see it everyday, practically every business advertisement has some reference to a social media site, Facebook, twitter, LinkedIn…. the names go on and on. The use of Social media has become one of the most powerful ways to increase exposure and generate interest in whatever it is you may be pitching. Following these tips  Click to Continue

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How Can I Pay for College

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money  Click to Continue

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When Will They Retire?

Workers are more likely to retire after a period of strong equity returns, but they may be leaving the workplace at a time when their nest eggs are at the most risk. A study performed by the University of Missouri and sponsored by Prudential Financial Inc. revealed a handful of factors that affect the timing  Click to Continue

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