“Learn How a Northeast
Member Increased his Production during the Holidays by 217%.”
Here’s a marketing strategy
you can use to turn the holiday season of Thanksgiving and a slow December into a winning month
for generating low cost
Yes, I know that December is
notorious for a down month and most annuity producing agents
lose from $5,000 to $20,000 in income.
Now, read the following
story very closely.
A few weeks ago I was talking to
several top members about production and marketing ideas.
An advisor from Chicago
just had one of his best month ever of $203,000 in commissions,( can you
believe that…) another one from the Midwest did 1.6 Million in
annuities sales and the third is on target for 20 million in
annuities production for the year. Had a member from Texas tell
me a clients brother came into his office with our monthly
newsletter and said he wanted to rollover $468,000 to a IRA.
Here are some interesting
facts. All four of them use our “Annuity Pro Lead Capture
Page” and our monthly prospect and client newsletter.
One of these four gave me a
fantastic marketing strategy he used last December to increase
his production by 217%. And as a holiday gift I want to
share it with you.
1. He picked out his
10 best clients that had referred and bought policies from him
in the past. Last December he made copies of our December
client newsletter along with the “tell-a-Friend” insert
and a return envelope that had his office address and a live
stamp on it. In addition, he pickup 10 loaves of freshly baked
Pumpkin Bread from the local bakery. He also, wrote a short
personal note that said something like the following:
Bob and Mary, I wanted to be the first to wish you a great
holiday season and a happy New Year. Wanted to give you my
December newsletter with some smart money and health tips to
make your life easier for the New Year. I’ve also enclosed a
“Tell-A-Friend” sheet along with a return envelope for you to
write down 6-7 friends in town who would like to receive one of
my complimentary newsletters.”
He said he received over 37 referral leads from
these 10 clients. Over 10 of them became clients and they
referred him to other prospects.
Make sure you contact all
the referrals you receive. If possible hand deliver them a copy
of the December newsletter and oh yes, a loaf of Pumpkin Bread
(Or whatever you like, just make it something good to eat and
it’s sealed by the bakery.) Let them know you’re in the
business of saving people money on their taxes and that you
specialize in increasing people’s retirement by 20%
Give them a certificate
for a one hour consultation to review their financial and
A personal note: This advisor actually took my
marketing advice, secured a list of 1,000 IRA Holders from my
list broker and sends a monthly newsletter to the entire list. I
was told that he wrote two of the largest IRA rollovers of his
Wait, there’s more…the
advisor said our monthly newsletter was the hottest referral
tool he had used in 15 years to generate referrals to
prospective clients who will buy and refer and pay like crazy.
Our top three member’s I
mentioned above have found using the newsletter to be a great
referral approach tool for getting new prospective clients.
It’s so much easier having someone complete a form for their
friend to receive a copy of our newsletter than to have them
give you names of friend to go sell Insurance and other
financial products too.
For more information on our
website and client newsletter go take a test drive over at
This is my marketing gift to
you, This single one marketing strategy if used properly,
will double your annuity production.
I hope you have a fantastic
and profitable holiday season.
For additional marketing
information on sequential mailings go to
You can also check out our
personal touch postcards at:
Questions on marketing
call my personal line at 435-563-4749 and let's discuss your
current marketing campaign.
of the "3-Step Postcard System"