Getting referrals from existing indexed annuity clients.

Here is another follow-up system that is quite simple. The idea is to get existing clients to put you in front of their small group (golf group, lunch group, card club, etc.).
Here's what needs to be done.

When you sell an indexed annuity, put your buyer in the fixed account so that after one year the buyer knows exactly what they will be getting. You are providing predictability so that one year from now you and the buyer will now exactly what they are getting. For example, if you sell a 4% bonus indexed annuity with a 3.5% fixed rate then the buyer will realize a 7.5% gain (excluding compounding). It is easier to get referrals once you have a positive proven track record.

So our drip follow-up system will send two letters re stating they they have earned an attractive yield for the first yield, far exceeding CD rates. And you wish to tell this story to some of their peers via any group they might attend. Could they kindly ask existing clients if it would be ok for you to swing by to talk to the group? A few letters or emails making this request, followed-up by a phone call, would probably be an effective method for you to secure free speaking engagements throughout the year.

The existing client, one year follow-up campaign will be available around the end of 2009.

Edwin Lichtig, MBA
Founder, GSL Radio Network
(800) 888-3638