“Discover 7 Low
Budget Ways to Generate Leads”
I was speaking to an Insurance
agent the other day and he asked me what I would do to build a
base of 10 Insurance and annuity appointments per week. All must
be started on a shoestring budget and where you can reinvest at
least 25% of your commissions back into more mailing.
So, here’s 7 Low Budget Ways to
1. I Buzz Pro System- I
would sign up for the I Buzz Pro Voice broadcasting system that
will dial a minimum of 2,000-4000 homeowners five days a week. I
have over 20 scripts to use including: Annuity vs. CDs, final
expense, life insurance, health Insurance quotes.
Recently I was listening to a
webinar with I Buzz Pro and a financial advisor Mark Jobsen who
has a specializes in niche health Insurance products. Voice
broadcast system dialed 8392 calls and had 64 live transfers.
The cost was $1.86 per suspect.
Remember, the formula that never
seems to change. You need 10 suspects to get 3 prospects will
equal one sale. The question, you should ask yourself is what
it’s going to cost per suspect.
For more information on the I
Buzz Pro System go to
2. Postcard mailing 500
postcards- Ok, if you’re on a shoestring budget I would
suggest you mail 500 postcards per week and use my phone
presentation to follow up behind the leads. The three magic
words for the presentation is responded, apologize and promise.
I also use 6 power phrases to increase my appointment setting
percentage. I recommend a good quality list of CD, IRA
Holders or affluent Americans with assets over $250,000. For
more information you can go to:
3. Newsletter to all my
prospects- I recommend you mail out at least 100 newsletters
a week to a quality list of IRA holders or CD Holders. The cost
is about $70 per 1,000. We’ve had some great results with using
the newsletter. If you would like to see a sample of our
annuity webpage and sample newsletter go to
4. Call behind the postcards-
I recommend you call at least 20 people a day and using my phone
appointment or door approach script. To view my script go to:
5. Small ad in the local
newspaper on the weekend - Below you will find a sample ad
that I pulled out of USA Today newspaper. This ad has been
running once a week in usually the Friday newspaper forever 8
years. I was told he has sold millions from this ad.
Hopefully, you can get a few ideas from this ad.
6. My top 10 clients would
receive a hand delivered newsletter with a loaf of bread on
major holidays. I would insert a “tell-a-friend” insert
which has a place for 6 names of local neighbors and friends who
would like to receive a free monthly newsletter. In addition,
you always enclose a return envelope and a 44 cent stamp. Some
members offer a gift certificate of $25 to a local restaurant.
I have countless members getting 5-7 referrals per week using
our monthly newsletter. Again, you can review a sample over at
Seriously, if you’re working the
IRA Rollover marketing and the Baby Boomer market you better
have a website for people to review. Today, if you don’t have a
website prospects feel you’re not really in the financial
business. You can check out our websites at
7. Marketing Assistant works
three hours a day for four days a week. I’m always telling
members you need to work on your business and not in your
business. What I mean is if you’re dialing for dollars on the
phone your working for $8.00 per hours. You would be much better
served to have someone calling three hours a day and you’re out
on a $500 appointment.
Sample Classified ad for weekend
Appointment Setter, Marketing
Assistant need for busy marketing office. Hour plus bonuses,
work from home and three hours a day. Call XXXXXXXXXXXX
this _______________.I am calling on behalf of the Senior
contacting concerned seniors in your area and offering a free
consultation with one of our Insurance Educators.
educator name is _________ and he is an expert in the following
areas with over 15 years of experience.
How to Reduce
or eliminate paying taxes on your Social Security.
How to earn
triple compounding on CD’s and other savings without risking to
the principle….In fact this tax deferred savings plan has been
average about 8% interest over the last decade.
possible show you how to increase your retirement income by up
indicate that you qualify to receive this valuable free
consultation on reducing your Social Security tax, avoid costly
probate and possibly doubling your interest income on CD’s and
Money Market accounts.
____________ usually charges for this service, but he is doing
some community service work and is offering a 20 minute
Now how does
(name a day) look for you. Would mornings or afternoons be good
for you? (Mornings…) Ok, would between 10:15AM to 11:00AM.
(Afternoons) Ok, would 2:00PM to 2:45PM be good.
A final comment…We have found this information most beneficial
for seniors having assets to protect, not including your home
just your liquid assets such as: SAVINGS, CD’S, IRA’S STOCKS,
BONDS, AND RETIREMENT PLANS VALUED AT $25,000 OR MORE. Would it
be safe to say that your liquid assets are $25,000? (Wait for
information would be very beneficial for you, and (name
_________ ) will be their (name day) at (time) to sit down with
you and your spouse to explain the information.
possible on his first interview it would be important if you had
available you last year’s tax return, Social Security
Information, and any statements of your investments. He could
quickly see if you paying too much in taxes and where he can
increase your retirement income.
have your address and city listed as____. What is the nearest
cross street? Are you in town or out of town?
I you have a
pen handy, I would like for you to write down the rep’s name; he
will have proper identification when he arrives at your door.
He will be there day, date, and time.
I hope you
get a few marketing tips from this letter.