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“I can’t say enough good things to be honest…the high quality intent of these leads, I mean we’re busy”
We are annuity marketing specialists with extensive experience in the sales and marketing domain. Leveraging our background in annuity services, we employ our expertise to generate increased leads for your business.
Our experience extends to partnering with over 3,500 annuity companies across 43 states, generating over 3 million leads. This success spans 286 distinct markets, covering both residential and commercial sectors within the annuity industry.
We are an annuity marketing agency exclusively serving annuity professionals. Our proven strategies yield impressive results, generating between 100-500 annuity cases per month for individual annuity experts and 2-3 MW (Million in Wealth) monthly for corporate annuity specialists. Our clients consistently realize a 5-15X return on investment.
“Closed Almost 3000 Deals Virtually Over The Last 3 years!”
At Annuity Cases Now, we understand the unique challenges and opportunities within the annuity sector. With a focus on delivering tailored solutions, we’ve become leaders in the field of annuity marketing. Our dedicated team is committed to empowering your business with innovative strategies and efficient processes. Discover how we can help elevate your annuity business to new heights with our comprehensive suite of services.
Our team crafts personalized annuity marketing strategies designed to amplify your business's visibility and appeal to your target audience. By leveraging industry insights and innovative approaches, we ensure your annuity business stands out in a competitive market.
We specialize in generating high-quality leads for annuity professionals. Using proven techniques, we bring you exclusive and valuable leads that align with your business goals. Whether you're focused on individual annuity cases or corporate solutions, our lead generation efforts are tailored to meet your specific needs.
Enhancing your conversion rates is our priority. We implement effective tactics to turn leads into clients, ensuring that your annuity business experiences a significant uptick in successful conversions. Our strategies are refined and data-driven, consistently delivering improved results.
Streamline your workflow with our proprietary appointment booking system. We not only provide exclusive leads but also offer a seamless process for scheduling consultations. This ensures that potential clients are guided to book appointments directly into your calendar, saving you time and increasing the efficiency of your annuity business operations.
As of this moment, we are exclusive to the Retirement Planning industry. We generate meaningful conversations that lead to Annuity / Wealth Management clients for our partners. You choose the type of clients you want & we get them on your calendar for you.
Our proven system allows us to guarantee a minimum of 50 long form leads EVERY SINGLE MONTH.
Yes! We’ve tested both where we handle all the follow up compared to the advisor. It’s been proven when the Advisor has their own solid process – the end up squeezing way more appts than if we were doing it. These people are high caliber prospects and they need to speak with someone who knows what they’re talking about. With that said, we do offer the ability to buy extra Set-Appointments as a separate service for those who don’t have those systems in place yet.
Yes. These leads will remain exclusive throughout the lifetime of the partnership!
Each Retirement Specialist we work with is given exclusivity during the lifetime of the partnership.That way our clients are never competing with one another. – We make sure leads don’t over lap. However, sure can it happen where a lead goes & click on another ad – yes. With that said, we do have systems in the back end to exclude current leads in order to mitigate this. They are all exclusively your lead.
That depends! Book a call and we’ll decide together which plan works best for you. This is a program only meant for TOP PRODUCERS created by TOP PRODUCERS. Our lowest package is $5,000 a month – all inclusive.
Yes. We guarantee a minimum of 50 long form leads per month.
Individuals may opt for annuities to secure a reliable income during retirement, mitigate longevity risk, and enjoy potential tax advantages. Annuities can offer financial stability and peace of mind.
Empowering Financial Futures
With a commitment to delivering tailored solutions, our seasoned team brings expertise and innovation to every facet of the annuity business. From lead generation excellence to conversion rate optimization, we’re dedicated to elevating your success in the dynamic world of annuities. Trust us to navigate the complexities, and let’s build a prosperous financial future together.
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