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 Life
Insurance and Annuity Marketing and
Sales Resources
Insurance Marketing & Sales Systems, Coaches & Trainers
Annuity & Insurance Leads, Direct Mail and Prospect Lists
Note:
These links are merely what we think are useful for research purposes,
and contain different views. We do not endorse nor guarantee the accuracy
of the
contents, and are not liable for any consequences.
|
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Trusted Resources For Financial Advisors
These are the people and organizations we’ve come to
know well and trust!
Insurance Marketing and Sales Resource Center™
Discover The Advanced Marketing 'Insider Secrets' Million-Dollar Producers Use To…
Generate A Steady Stream Of the Ideal Annuity and Insurance Leads, Easily
Set High Quality Sales Appointments, Close 9 out of 10 Sales Presentations, and
Earn A Six Figure Income… While Working Less Than 40 Hours Per Week!
If You Invest In Just One
Insurance Lead Generation And Sales Program All Year, THIS Is The One You Want.
- It All Starts
Here!!!
(Lew and Jeremy Nason)
Cato Makes You
Famous
Sales Promotional, Media Exposure and Image Branding...
To Significantly Improve Your Marketing And Sales Results... For
The Serious Financial Services Professional!
Forrest Wallace Cato, 770-516-9395
International Financial Leadership
Association
Introducing the... The Ultimate Referral Generation and Sales System for Insurance Agents and
Financial Advisors.
What if there was an easier way for you to
be consistently in front of upper middle income families who understand the
value and benefits of permanent 'cash value' life insurance and who are
presently searching with caution for advice on where they should put their money
now? Can you imagine being recommended to church leaders, heads of associations
and families by a famous TV personality like Clark Howard, Dave Ramsey, or Suze
Orman? Well then it's time for you to meet
Professor Rodney Ballance!
eurekonomics.com
Learn how to help clients to take charge of managing their money and creating
wealth for their family, properly using Cash Value Life Insurance. There
are only a handful of books, written by financial professionals who have 40
years or more of real life experience working with and helping families. One
such book, recently self-published, is Money for Life, by
Jeffrey Reeves, MA... with Dr Agon Fly.
http://ips.webprez.com
Interest More People in the Insurance or Annuity
Concepts You Sell -
We develop, compose and produce sales concept videos (using "neuro" and "psycho"
linguistics) that help financial sales professionals introduce insurance and
annuity concepts to their clients, prospects, leads and referrals.
Dan Vinal
sandyschussel.com
If you’re frustrated because your service business or practice isn’t
growing, or by how difficult it is to get it moving, especially in this economy,
GET HELP NOW! For the past 12 years, Sandy has been helping
advisors, consultants and their firms who feel stuck, frustrated and burnt out
find more and better clients and turn them into passionate referral advocates.
Sandy Schussel, 888-289-5551
MillionDollarMarketingPractices.com
My name is Annette Bau and I’ve been a successful advisor for more than
20 years. My niche markets are Affluent Women and Successful Business Owners. I
know what it takes to create a practice that flows with ideal clients whom you
are meant to serve. For the last 5 years, I’ve worked with top financial
advisors from all over the world, training and coaching them on how to find more
qualified clients, grow their businesses, and close more sales.
Annette Bau
Red Zone Marketing
is a marketing and management consulting firm devoted to business
development. Our focus is on designing sales and marketing strategies, customer
service programs and branding and differentiation strategies to help increase
your flow of sales. Red Zone Marketing builds business and marketing action
plans with systems for accountability and implementation. We also review and
supplement existing plans in order to provide another perspective and modified
strategies to bring you the success you want.
Maribeth Kuzmeski... 847-367-4066
Torrid Technologies
Inc.
From Retirement Software and Financial Planning Software, to Web site Design and
Hosting, Torrid Technologies does it all for Financial Institutions, Financial
Advisors, Insurance Companies, and Insurance Agents.
www.PensionMax.com
Offers the most accurate and ethical pension maximization evaluation on the
market today covering all 5 post retirement scenarios. Our actuarially
calculated reports address factors such as life expectancy at every year in
retirement, COLA and taxes. The insurance death benefit and premiums allow for
maximum client income every year in retirement. Download a free sample report
and see how you can sell a unique product to an untapped market.
Index Marketing
Group (IMO)
Marketer of Indexed Life and Annuity Products - Index Marketing Group is proud
to be one of the preferred marketing organizations authorized to offer agent
contracts for over 50 life and annuity companies. This is a credit to our strong
relationship with all of our carriers as well as our agents. If you’ve never
placed a case with us, now is your chance to join a market leader in the support
of independent agents. With over 45 years of experience in the industry, we
have enjoyed tremendous success helping independent agents and agencies.
Tim and Kevin Smith, 800-546-9968
Wealth Financial Life
(IMO)
Wealth Financial Life
is a national marketer serving thousands of independent
agents as well as brokerage organizations nationwide for the past two decades.
We offer a wide array of highly reputable life insurance and annuity companies,
from which we create the most sensible insurance program or plan for a client's
personal, business and retirement needs.
Arsy Grindulo
Jr. and Alvin Reyes
IARFC - International Association of Registered
Financial Consultants
The IARFC is dedicated to providing continuous value-added services to
professional financial advisors who are helping people do a better job of
spending, saving, investing, insuring and planning. Earn the coveted Registered
Financial Consultant (RFC) designation.
www.IPS-Tips.com
Revealed... How The 'Top
10% Of Producers' Are Still
Attracting Their 'Ideal
Life Insurance and Annuity Prospects' To
Them Every Day ...In Spite Of The
Current Economy!
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 Business
E Touch, Contact Management System. Take your business to the next level...
Only $19.95 a month 30 Day Free Trial.
2 minute commercial.
http://www.screencast.com/t/lyQ2gKx6LV
This Easy to use Contact Management
System, designed by an agent, allows you to Automatically Upload Internet Leads,
create Drip Email Campaigns, Auto Responder, Done for you Newsletter Template &
Newsletter Library. Provides you with Business E-cards. Tracks incoming Emails
saved to customers account, Track Documents saved to customers account Policy
Page, Instant Chat, Website opt-in Forms, Email Marketing, All within a Secure
Site. Again, It's So Easy to use you'll be amazed! |
ExamFX Online Training
combines rich multimedia instruction, interactive exercises, always-on
reference tools, and powerful self-assessment features, with concise and
easy-to-understand text-based material.
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Additional Resources
Annuity Wholesalers / Recruiters
Index Marketing Group
- #1 Marketer of Indexed Life and Annuities... Top Commissions. Call
800-546-9968 for more information… (Tim and Kevin Smith)
Wealth Financial Life
- is a national marketer serving thousands of independent agents as well as
brokerage organizations nationwide for the past two decades. We offer a wide
array of highly reputable life insurance and annuity companies, from which we
create the most sensible insurance program or plan for a client's personal,
business and retirement needs. (Arsy Grindulo Jr. and Alvin Reyes)
Client Newsletters
Insurance Pro Shop
- Stop Missing The Easy Sales!!! For just pennies each... get a newsletter
designed so your clients will believe that you wrote it. This client newsletter
provides you with instant credibility and more… The only way to stay in front
of your prospects, friends, family, neighbors and clients is with a monthly
newsletter... so, when they're ready to buy, you're there. Out of Sight, Out
of Mind, is a Deadly Mistake!
Education & Motivation Resources
http://www.wisdomtimes.com/
Financial
Planning - Wisdom
Times is India's #1 online destination for self improvement and personal
development. Wisdom Times provides tips on personal development, personal
finance, financial planning, personality development, career improvement and
information on what is happiness,
Swami Vivekananda and more.
Annuity Lead Generation Tips, Ideas and
Strategies
FREE Financial Advisors Guide To: Affordable Annuity Marketing, Prospecting and
Sales... On This Web Site You'll Learn The Cutting Edge Annuity Marketing,
Prospecting and Sales Strategies The Top Annuity Marketing and Sales Authorities
In Our Industry Use Every Day. (Lew Nason)
Dearborn
Financial Institute
- Insurance & Securities Licensing Training
Discount Books, Videos and
Audios Store
- From Executive Books... the Premier Supplier of Sales and Motivational Media
on the Internet. "You are the same today as you will be in five years except for
two things: the people you meet and the books you read." (Charlie 'Tremendous'
Jones)
Financial Advisor Marketing
"Marketing ideas and links for Making Big Profits from your Financial Advisory
Business" Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors.
Financial Advisor Success
Training
The leading Annuity and Life Insurance... Marketing, Lead Generation and Sales
Skills Training for Financial Advisors. (Lew and Jeremy Nason)
Insurance Marketing and Sales Resource Center™
Discover The Advanced Marketing 'Insider Secrets' Million-Dollar Producers Use To…
Generate A Steady Stream Of the Ideal Annuity and Insurance Leads, Easily
Set High Quality Sales Appointments, Close 9 out of 10 Sales Presentations, and
Earn A Six Figure Income… While Working Less Than 40 Hours Per Week!
If You Invest In Just One
Insurance Lead Generation And Sales Program All Year, THIS Is The One You Want.
- It All Starts
Here!!!
(Lew and Jeremy Nason)
Insurance Marketing and
Sales Moneymaking Newsletter™
FREE Every week you'll receive the all the latest proven strategies, ideas and
tips the Top Financial Advisors use to get their ideal prospects to call them.
(Lew Nason)
The Advisor's Advisor
FREE Marketing Advice for Financial
Advisors - Do yourself a favor, and check out the free TIP email newsletter. I
GUARANTEE it will help your business! 604-261-2194 donpooley@eTIP.ca - Donald
F. Pooley, CFP, CLU, CHFC
TheInsuranceCoach.com - Coaching For
Insurance Organizations and Recruiters. Visit The Insurance Coach website to
learn more about our CD Programs and Training Workshops covering Recruiting,
Prospecting, Marketing, Effective Communication, Leadership and Business Success
for Insurance Organizations. Michael Beck
www.PensionMax.com
Offers the most accurate and ethical pension maximization evaluation on the
market today covering all 5 post retirement scenarios. Our actuarially
calculated reports address factors such as life expectancy at every year in
retirement, COLA and taxes. The insurance death benefit and premiums allow for
maximum client income every year in retirement. Download a free sample report
and see how you can sell a unique product to an untapped market.
Pension Concepts
- Making the Pension Maximization Sale. Informational, CD's lead you through the
closing of the Pension Maximization sale. Audios cover introduction and advanced
concepts. Plus, comprehensive, 36 slide, screen show for clients and prospects.
Also, offers videos.
YouBeTheBank.com
Learn how to help clients to take charge
of managing their money and creating wealth for their family, properly using
Cash Value Life Insurance. There are only a handful of books, written by
financial professionals who have 40 years or more of real life experience
working with and helping families. One such book, recently self-published, is
Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.
Financial Links
Future Financial
- Glossary of Financial Terms
Morningstar
- Mutual Fund Updates
Found Money Management™
- Helping Middle American Families to Live Debt Free and Truly Wealthy
Roth IRA Advisor
- Cutting edge strategies for IRA owners (Jim Lange)
Impaired Risk Wholesales
United Underwriters
- We give you Same Day sales illustrations & 24-hour service on impaired risk
illustrations, competitive product analysis.
Industry Links
Annuity Information
- from Sector Updates
Retirement
Planning Advice - Great resource for
retirement planners
Industry Organizations
If you are not a current member of one or more of these industry associations...
you should be!
GAMA
- General Agents Management Association
IARFC - International Association of Registered
Financial Consultants
The IARFC is dedicated to providing continuous value-added services to
professional financial advisors who are helping people do a better job of
spending, saving, investing, insuring and planning. Earn the coveted Registered
Financial Consultant (RFC) designation.
MDRT
- The Million Dollar Round Table has the best to offer in books & tools that
inspire industry and life achievement.
NAIFA
- National Association of Insurance and Financial Advisors
Industry Publications
Advisor Today
Financial Services Journal
- is the first and largest financial services publisher and portal on the
Internet. Our publications include Financial E-News, Financial Services Journal
Online and Messages From The Masters, which are available at no cost on our
Portal.
Insurance & Finance Research Station
- Industry News
Life Insurance Selling Magazine
- is the magazine for top life, health, and financial services producers. The
magazine provides producers with practical, transferable sales ideas and
information, both editorial and advertising, about products they can offer to
clients. Leading producers share their successful techniques in feature
articles. Product survey reports several times a year list characteristics of
products from life and health insurance companies. Regular departments describe
policies, books, sales aids, computer products, and educational programs
designed for producers.
ProducersWeb.com
The producer's preferred resource for premier industry content
Senior Market Advisor Magazine
- if you are working with seniors you must read this magazine… it's free...
Annuity Leads, Life
Insurance Leads, Direct Mail and Prospect Lists
A list of the best lead resources for insurance agents, financial advisors and
planners.
Marketing & Sales
Systems, Coaches & Trainers
A list of the best systems, coaches and trainers for insurance agents, financial
advisors and planners.
Legal Support
- Agents & Financial Services Professionals
Financial Advisors Legal Association
- "The Leader in Litigation Prevention and Defense for the Individual
Financial Professional."
Insurance Marketing and
Prepaid Legal - Add Pre-Paid Legal
to the list of products you offer your clients, and you will provide your
insurance customers with a valuable service that they can use in their everyday
lives. (Independent Associate)
Life Insurance Wholesalers / Recruiters
Index Marketing Group
- #1 Marketer of Indexed Life and Annuities. Top Commissions. Core
Company is Aviva Life and Annuity. Call 800-546-9968 for more information...(Tim
and Kevin Smith)
Wealth Financial Life
- is a national marketer serving thousands of independent agents as well as
brokerage organizations nationwide for the past two decades. We offer a wide
array of highly reputable life insurance and annuity companies, from which we
create the most sensible insurance program or plan for a client's personal,
business and retirement needs. Arsy Grindulo Jr. and Alvin Reyes
Technology, Software and Web Site
Resources
Financial Planning Consultants
-
'Practice Builder' the Client Relationship
Management (CRM) system for today's financial advisor. 'Plan Builder' developing
comprehensive financial plans, powerfully and swiftly. 'Client Builder' is a
presentation system for financial advisors that motivates the prospect to engage
your services on your preferred basis. Edwin Morrow - 800-666-1656
Torrid Technologies
Inc.
From Retirement Software and Financial
Planning Software, to Web site Design and Hosting, Torrid Technologies does it
all for Financial Institutions, Financial Advisors, Insurance Companies, and
Insurance Agents.
WebPrez.com
Interest More People in the Insurance or
Annuity Concepts You Sell
We develop, compose and produce sales concept videos (using "neuro" and "psycho"
linguistics) that help financial sales professionals introduce insurance and
annuity concepts to their clients, prospects, leads and referrals. Dan Vinal
Insurance Web Designs
- Customized, Affordable Insurance Agent Web Sites by someone who was actually
in the insurance business.
Assured Net
- Smart Sales Tools for Life Insurance Agents. Internet based sales solutions
can dramatically increase your life insurance sales.
Internet Marketing Corp
-Your online resource for Internet Marketing!
Drive Traffic To Your Web
Site with Traffic Swarm.
Term Insurance
Term Life Insurance Quotes at
Americans-life-insurance.com
created to find the right term life insurance easy and affordable. Our online
quoting system will guide you through the entire term life insurance process
Useful Links
Age Net
Elder Law Updates
Found Money Management™
- Helping Middle American Families to Live Debt Free and Truly Wealthy
Insurance Sales Tools
- This is a new web site designed to help agents and advisors find all the best
insurance marketing, prospecting, leads, tools, sales training and more that
they need to be successful in this business…
Sold On Seniors
- if you are marketing to seniors this is a must web site…
Total Return Annuities
- A great resource for Annuity, Life Insurance and all kinds other financial
information and history. Highly Recommended!
Note: These links are merely what we think are useful for research purposes,
and contain different views. We do not endorse nor guarantee the accuracy of the
contents, and are not liable for any consequences.
|
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life insurance and annuity
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