Annuity programs

We will work with you to set a search radius that fits your needs. Start Small or Go Big! We here at fixedannuityleads. Some of our advisors use our lead program as the entirety of their marketing plan and budget, while others use it as a portion. That is why we offer plans that start as low as a 5 Lead Package, and offer discounts at higher levels. No Long Term Contracts Our program is pay-as-you-go, meaning you have total control over when your lead flow starts and stops.

You are never bound to any long term contracts, though we do offer auto-renewal options. The first thing to keep in mind is this is a marketing system and prospecting tool like many others you may use, such as seminars, radio, and direct mail. Fixed Annuity Leads may have a place in your marketing budget, but as with any prospecting system, success it never guaranteed and results may vary greatly from person to person.

It is important to remember that it is a process and receiving a new prospect is only the beginning of that process. You wouldn't expect a new client buy an annuity as soon as they walked into your seminar, and it is just as unlikely that you will speak to a prospect who is ready to sign an application on the first call.

Having that step by step process in place and proper follow-up key. Agents are credited for all enrollments. Click Here. Edward Croweandassociates. Annuity Lead Programs. Home agentblog Annuity Lead Programs. Next Previous. Here is some information about Financialize: They are the leading source of phone qualified leads for both financial advisers as well as insurance agents.

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Mary Ann B. You have requested a legal opinion on the ability of a federal credit union FCU to offer annuity investments to its members. For the purpose of this letter, we assume that the annuity contracts in question are insurance and not securities products.

We note that certain annuities may be regulated as securities by the United States Securities and Exchange Commission and state securities regulators. To avoid any potential violations of law, we recommend that you consult with local counsel concerning applicable laws regarding insurance, annuities, and securities. An FCU is contemplating entering into an agreement with a third party vendor "vendor" to permit the vendor to offer various types of annuities to the FCU's members.

The majority of the investment contracts offered would be deferred annuities with a guaranteed rate for a one year period. Other type of annuities to be offered may include immediate, split and variable annuities. The vendor plans on providing experienced, licensed and bonded personnel and paying their salaries and benefits. The salespersons of the vendor may offer the annuity products to credit union members on the premises of the FCU. The vendor will provide all necessary training and ongoing supervision of the salespersons to ensure compliance with applicable laws and regulations.

The FCU will actively market the proposed annuity programs by direct mail and seminars. The cost and expenses involved in the direct mailings, including typesetting, printing and postage will be paid by the FCU.