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Life Insurance Leads Quote

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Financial Planning Leads Quote

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Annuity Leads Quote

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Long Term Care Leads Quote

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Get a quote for annuity leads

Annuity Leads

Annuity prospects works in the same basic manner as gathering leads for those who are looking for life insurance. The focus is for those who are fifty and over with a net worth of ½ million dollars. They must also be generating an income of 100,000 annually. Their net worth 500,000, plus they must have 10,000 to one million dollars in their current CD account. We send these prospects out a mailer and ask the appropriate questions so we know that they are good leads for the Financial Advisors. Annuity Leads are very important to the advisors and handled carefully.

Our Method

The key points in a mailer that goes out to those with Annuities are as follows:
1. If you presently have CD’s, money market funds, Savings accounts and/or bonds and would like to know if you are still eligible for improved interest rates with tax benefits, send this card back immediately. You still may qualify for these Tax Savings if you act now.
In retrospect these prospects are affluent and are interested in the potential annuities may have to offer in fulfilling their long-term retirement plans and overall needs by providing a secure alternative. The idea of getting improved interest rates with tax savings benefits makes this offer very tempting to most clients and they will normally respond.

Pricing
Annuity leads regular pricing (and subsequent reorders): $15.00 per contact
Annuity leads introductory price (high response only): $6.00 per contact

Company information

Progressive Leads
19501 W Country Club DR Suite #701
Aventura, FL 33180

Contact details

E-mail address:
sales@progressive-leads.com

+1 800-818-4182

Available 8:00am - 4:00pm