Make Huge Annuity Sales by Setting Your Marketing Plan – Learn How to Target Market

Directing your marketing to “everyone” but to “no one” as a target guarantees that your marketing will be ignored. Many insurance agents have failed to determine who their target market is, the demographics of their target market and how to reach them effectively and efficiently. The mistake of not selecting and marketing to a specified … Read more

Timing Is the Marketing Key – Make Sure You Understand How Timing Effects Annuity Sales

Timing is everything when it comes to marketing. I want to buy a new car but have to wait for a year but in the meantime I visit several cars dealerships. Of course the salesperson does everything possible to sell me a car that day but how many follow up with me and make their … Read more

Be Annuity Marketing Smart – Use Science Instead of Art in Direct Mail

I have a lot of fun listening to annuity agents and their ideas about marketing and lead generation. One of my favorite methods of lead generation is direct mail. I have found through the years that direct mail is effective and leads to sales. Many agents think it is old fashioned and a waste of … Read more

Don’t Copy Another Agent’s Annuity Marketing Plan – Do it Yourself

As a small boy my mother would often ask why I did something. Of course the answer was because my friends had done it. Her answer was always “if they jumped off the roof would you”? Now if we ask ourselves the same question about our marketing plan, does it deserve the same answer? I … Read more

Navigating The 1099 Independent Contractor Compliance Landscape

Saving your company from ruins due to worker misclassification Executive Summary Over the years, full-time employees in the United States have enjoyed the fruits of long-term employment benefits where a good majority of the baby-boomers practically worked for a single employer until retirement.  However, business circumstances have lead to a new trend in the industry … Read more