Excerpts
Strategies from 157 Insurance Secrets and Strategies Click
below to learn more:
Http://www.ultimateinsurancesystem.com/specialreport.htm
The
member who shared this system with me said in one week his
marketing assistant booked 21 special mail out reports and
after giving six presentations sold over $270,000 in
annuities.
What you
want to do is find a marketing assistant to call three hours
per day and work four days a week. The goal is for him/her
to call 100 people per day who received your postcard. You
can pay this person $10.00 per hour and $25 per sale. Or,
better yet when you make $5,000 in commissions from an
annuity sale give them a $100 bonus.
The main
goal is for the marketing assistant to only find people who
are interested in receiving a free report and brochure from
your annuity company. They will not be setting
appointments.
The
package you send out should have a cover letter, sample
annuity brochure, annuity report and a checklist of what the
benefits of annuities are compared to CD’s and Money Market.
Sample
Classified AD: Marketing Assist Wanted for busy marketing
office. Must have good phone voice and able to work 15 hours
per week. $10.00 per hour plus bonuses. Call 43576666
Financial Planning Script
Hello, this is Mr./Ms.
, isn’t it?
I’m
and am located at
right here in .
May I have 60 seconds of your time or would you like me to
call back? (Pause for response) Mr./Ms.
, Recently (agents
name) personal send you a bright colored Pink Postcard
titled “How You Can Protect Your Life Savings From
Nursing Homes, Medicaid and 3 Ways You can Avoid Probate” It
also talked about how you could save up to $3,000 off your
current taxes.” We like to help people like yourself
reduce income taxes whenever possible and that’s why I’m
calling. If I mailed you a Free Report from (Agents Office)
that describes why a tax-deferred annuity is better for you
than where you have your savings now, would you read the
report? (Pause for a response) Mr./Ms.
, should I address the
envelope to just you or do you and your husband/wife
review everything together?
Mr./Ms.
, please understand that annuities do differ, and we’ll
outline some of the best annuities available today. I’ll
also include in the mailing a “Free Report” called “The Six
Biggest Mistakes Retirees Make and How to Avoid Them” I’m
sure would benefit you as well
We look forward to talking with you
soon.
Following up script:
“Hello is this
Mr./Ms. ? Hi,
Mr./Ms. .
This is
speaking, and I’m
just calling to see if you received the free report you have
requested.
I’d like an
opportunity to discuss some unique ways we have found for
seniors like yourself to improve your wealth accumulation by
using an annuity program.
I also have some
additional information I would like to share with you if we
can get together for 15 minutes. Would mornings or
afternoons be best for you.
Afternoon! Ok, would
2:15 or 4:15 be best for you? Would Monday or Wednesday be
best for you? Would 9:15 or 10 be best?”
Sample Cover Letter
Date
Address
Dear Mr. Charles:
It was our pleasure talking with you
earlier this week. I’ve enclosed some pertinent information
I think you will find helpful in making an informed decision
helping you reduce your taxes.
If you have a Certificate of Deposit,
Money Market Fund, Savings Account, or any other taxable
savings vehicle, how would you like to stop paying taxes on
the interest until you actually take it out to spend?
Your NET return on these vehicles is
drastically reduced by income taxes, even when you leave the
interest in the account! For example, after federal and
state income taxes are paid (33% assumed), 5% interest
becomes 3.35%, 4% becomes 2.68% and 3.5% is only 2.35% NET!
When you factor in inflation over a
long period of time, your savings and retirement programs
are actually losing money.
I would like to share some ideas with
you that will absolutely enhance your wealth accumulation by
using an annuity program. It won’t take a great deal of
your time, and I believe whatever time you spend with me on
these ideas will definitely be profitable for you!
I will call you shortly to arrange an
appointment to discuss some ideas.
I look forward to meeting with you
soon. Enjoy your vacation!
Warmest regards,
Forrest
P.S. If you have a CD maturing
within the next two weeks, please call me right away at
(800) 00000000. That phone call could turn out to be one of
the most profitable calls you have ever made!