CUSTOMIZED SERVICE TO MEET YOUR UNIQUE NEEDS
We are your FMO of choice
Just like every client is different, every agent’s and advisor’s practice is different. At AnnuityVip, we take the time to learn about your business, your client base, and your unique business advantages to help you craft a strategy to drive more life and annuity sales. Let one of our tenured business consultants work with you today to see if we can help your practice.
YOUR PARTNER FOR BUILDING A UNIQUE BUSINESS ADVANTAGE
THE ANNUITY MARKETING PROGRAM
Think inside the box
Let Annuity VIP BOX up your revenue!
At AnnuityVIP, we believe you already have the one thing you need to have a successful annuity practice: trusted relationships with clients at or near retirement. Your clients are already interested in these products, and they are looking to you as their trusted source.
Annuity in a Box, the annuity marketing program is a simple step-by-step process that gives you a complete roadmap for success! We will guide you to produce $1 million in annuity production in as little as one year. Depending on what complements your practice, we are ready to teach or facilitate the program for you.
The majority of the work to begin an annuity program occurs before your first ticket. Our program is designed to ease this workload.
With Annuity in a Box, we help you...
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Identify prospects in your existing book that are most likely to purchase annuities.
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Create a customized marketing program for your agency.
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Teach you how to construct follow-up and appointment calls, or fulfill this process for you.
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Training and case design that will help you grow whether you are new to the industry or a seasoned pro.
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Best of all, we do all the processing and pay all the marketing fees up-front to begin the program! Why would we do this? We are that confident that we can multiply your revenue.
TOOLS & TECHNOLOGY
At AnnuityVip, we give you all of the tools that you need to be successful in building and expanding your life and annuity business.
OUR LEADERSHIP & TEAM
Experience you can rely on
AnnuityVip was started by Jared Taggart. Jared is a fifteen-year veteran of the life and annuity space and has held various positions in the industry. Most recently, Jared was the Executive Vice President of Sales for one of the largest FMOs in the Midwest, managing sales for over 2200 agents. Prior to that, Jared was at Allianz Life where he worked in business development, wholesaling and corporate strategy.
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An award winning producer, Jared has won several national awards including being named a member of the Mercury Club and Black Diamond Award winner at Ameriprise. In addition, he won the I2S Award at Allianz Life Financial Services for having the "Top Innovation" for the year in the company.
A lifetime learner, Jared earned his BA in Business from Bethel University and an MBA from St. Thomas University.
Jared lives in Blaine, MN with his wife Teresa and their four children. In his free time, he cheers for Gopher football and golfs whenever he can.