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Marketing and Sales Strategies of Two 10 Million
Dollar Annuity Producer.
I hope you're having a great 2010 and still keeping some
or all
of your New Years Resolutions.
This last week week I spoke to two top producing members
that wrote over 10 Million in annuity production in 2009 and we
talked about all the different marketing and sales strategies
they use.
I'm just going to list them as I remember them and from the
notes I took.
Some of these strategies seem small, but remember "large
doors swing on small hinges."
1. Both agents have
one or two marketing assistants who handles all the $8.00 an
hour jobs in the office like processing applications, follow up
and booking appointments, sending out 10 dollar bill letters
a day, mailing out 2,000 postcards per week and mailing
out 250+ newsletters monthly.
2. Both of these
agents I found out will send out a hand written letter and a
financial article highlighting a special article of interest to
their top clients.
3. Both of these
agents do Annual Reviews Check Ups with many of their clients.
4. They both send
out Birthday cards and special Thanksgiving cards along with a
referral card asking for any one they know who would like to
have a financial checkup.
5. One of the
agents has a 60 second radio commercial that runs everyday
during Rush Limbaugh and Shawn Hannity radio show.
6. One agent can
mail out 15,000 postcards in just 24 hours from his local
printer.
7. One of the agents
mails out monthly my newsletter to 600-800 401 (k) and IRA
holders from my list service.
8. Both agents
actually record their presentation and have close associate
review them to critic.
9. They both stay in
touch with their clients with a Client Appreciation Lunches and
Dinners.
10. Both have
written down and have detailed goals for 2010.
11. One of agents is
currently testing my new "World's Smallest Smart Money
Newsletter" and has written just over $400,000 in annuity
premium.
Check it out at
http://www.SixFigureReferrals.com
See sample postcard
below.
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World’s Smallest Smart Money Newsletter™
“How to Add Up to $500,000 to Your Retirement Fund –Tax-Free!
Here’s what
you will learn in this month’s
“Smart Money News and Facts You Should Know”
Newsletter.
·
New tax law in 2010 allows you an opportunity to
have TAX-FREE
INCOME on some of your investments.
You will also learn:
-
7 Ways to Squash Identity Theft and protect your
asset.
-
The
to spending less and living just as well.
-
Forms that can mess up your IRA and can cost you
and your family thousands of dollars.
-
7 Radical Savings Tips to Save You Up to $12,000
a Year.
-
Questions you should be asking your financial
planner.
-
The Leaner you are, the richer you’ll get.
To learn these smart
money moves and more just go to my webpage at
http://www.sixfigurereferrals.com
For
your Free "Wealth Building Kit" call our 24 hour
recorded message at 800-000000
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12. Both agents take 20-30% of there commissions and fees and
reinvest back into marketing.
13.
Both agents work with Elder Law attorneys and several CPA's and
do joint ventures.
14.
Failure is not an option for either of the agents. If they
fail with a marketing promotion they move on to another
strategy.
15.
They use a dripping campaign with mailing out postcards, direct
mail. flyers, newspaper inserts, emails and use my web site
service at
http://www.pmrsystem.com
16.
Both have a list of 10,000 investors, doctors, dentists and
wealthy business owners they use for mailing campaigns.
(To be
continued...)
Check out the following websites
for more information and marketing strategies you can use in
2010 at :
http://www.ultimatetotalpackage.com
and
http://www.SixFigureReferrals.com
Here's an example of
the power of the simple newsletter to generate
annuity leads and Insurance leads.
Here’s some reason comments I’ve been hearing
from PMR Members who use our newsletter and “Tell-A-Friend
Certificate ” Insert.
......An easy $60,000+...
I've only sent two issues of your newsletter and already it's
brought me $60,700 worth of annuity business. I can't think of a
better way to stay connected with clients and generate new
clients.
I have been
using your newsletters to send to my clients and potential
clients. the other day a guy came in with a newsletter
that his brother had given to him. He is rolling over
$487,000. Thanks R. Smith, Forney, Texas
......I mail about 400 newsletters a month and receive about
6-10 referrals per month. In 18 months it's brought me in over
$700,000 in sales. This past May alone I sold a
$54,900 annuity, a $178,000 IRA Rollover, and a
$117,695 annuity. The newsletter allows us to stay in front
of our client's eyes until they are ready to do business with
us. Thank you, thank you, thank you!!!
......I can directly attribute the newsletter for generating
over $200,000.00 in sales over the last 14 months. Theses
sales had an average of 37.4% gross profit. We spent $6,750.00
in sending out the mailings to receive about $60,000.00
in gross profit. Just do the math and it comes to 888% return!!!
Everyone tells me how much they enjoy receiving and READING it.
Keep up the good work.
......AMAZING... I had an annuity
lead I was trying to close for 3 years – after they received
their first newsletter from me, they immediately called and I
sold them a $75,000 annuity! That was easy!
......This newsletter is a
building block to having a stable business. The newsletter keeps
my clients from wandering off! I receive 5-6 referrals a month.
In total volume, I'd say it's brought me over $540,000 worth of
business.
For more information on our
website and client newsletter go take a test drive over at
http://www.PmrSystem.com You can receive a 30 day free
trial.
Go forth and prosper,
Russ Jones
Creator
of the "3-Step Postcard System"
http://www.UltimateTotalPackage.com
http://www.3steppostcardsystem.com
http://www.PmrSystem.com
P.S. If you want to
talk about your current marketing campaign please call me
at 435-563-4749.
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