3 Ways to Get More Clients

Click here for a short video about this month's issue

We all wish we had more clients.

More specifically, we all want more people to talk to about annuities and life insurance, so we can turn them into clients.

We have 3 leads systems that can help you get as many new people to talk to as you want! These are systems that have been used by advisers for years with proven success!

1. Educational Workshops

These are simple basic classes that you teach to people who volunteer to come to a class, or a series of classes. These are typically held in a college classroom, library, community center, or even a hotel meeting room. There is no food to buy, and you do not do any selling at the class meeting. You simply follow a pre-made course presentation and teach people things they need to know about financial retirement topics.

Here are just a few of the courses:

  • 7 Steps to Retirement Success
  • A Guide to 401k Rollovers
  • Financial Planning Basics
  • An Introduction to Annuities
  • Retirement Income Planning
  • …and MANY more

Our advisers have already used several of these presentations to successfully grow their sales, so we can help you get up to speed quickly and easily.

The process is this simple…

Step 1: Teach a class

Step 2: Ask the students if they want to meet 1 on 1

Step 3: Set an appointment to meet with them

2. Helping State Employees Move 401k Funds

We have partnered with a Leads company that contacts state employees who are interested in moving their 401k retirement funds into annuities.  They speak with the state employee, ask if they would like to speak to an adviser, then connect you with the person for a Zoom meeting. You are the only adviser they will speak with, and the meetings only happen during times and days of the week that you want to have appointments. These people have already verbally expressed interest AND have volunteered to have a Zoom meeting with you.

The conversations are simple and easy, because you use simple software that helps people see how long their 401k funds will last, and then shows them an alternative where an annuity with a lifetime income rider will provide income until they die. And each appointment is only $65!!

3. Facebook Advertising

If you don’t want to teach a class, and don’t like using Zoom, then Facebook is a great choice. Ads are generated in your general area, so you can meet with potential new clients face to face. Ads are pre-made and proven to work in your area to get you appointments. For under $1,000 per month, you can have a stream of interested people to talk to every week. And our team handles of all the setup and administration.

Let's get 2024 started by booking more appointments!

For more help give us a call.

~ Greg Skogsberg


Click here for a short video about this month's issue

We now have annuity contracts with FORTY-ONE carriers.  More than any other FMO!  And this is just one of the reasons we are The #1 Concierge FMO in America!

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