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Annuity Marketing Program

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BOX up your marketing with a proven program

The strength of the annuity marketing program is the simplicity of tactics.  This program works because it is easy, simple, and repetitive.  When agents follow our program, they can expect to increase their revenue $50k-$75k within one year.

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AnnuityVIP will be responsible for paying for and providing all wholesaling, marketing, case design, commission payments, and agent support for this program.  Additionally, Annuity in a Box will be responsible for processing monthly reporting.

A SIMPLE PROCESS THAT CAN PRODUCE $1M IN ANNUITY PREMIUM WITHIN ONE YEAR 
WITH NO FEES 

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5 PART TACTICAL OVERVIEW

Simplicity of Tactics

These five steps below seem simple, so why don’t all agents sell annuities?  The answer is that 90% of the work to start this program occurs before the first ticket is written.  It would be a substantial investment of time and financial resources for an agent to design a marketing program, train on the products and annuity processes, identify prospects in their book of business, create mailing/email templates, complete mailings, create follow-up processes, and complete outbound calls.

1

Initial
Contacts

Mail or email existing clients of the agent.

2

Outreach
Follow-ups

Follow-up on each outreach after one week. The goal is to set-up an initial appointment

3

Fact Finder
Client Meetings

The goal is to discover a way to better the clients' situation and schedule a follow-up appointment

While certainly, some agents have the capacity and resources to do this, our experience shows that the high majority of agents are unwilling or unable to. AMP is designed to take all the work away from the agent. 

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THE SUPPORT & TOOLS YOU NEED

Support that leads to success

In addition to having access to all the carrier portals, incentives, and carrier tools, agents will have access through Annuity in a Box to online annuity resources such as our Annuity Rate Watch and Firelight.

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Back-office support is key to the success of the program. As many agents are new to annuity sales, AnnuityVIP ensures a premier onboarding experience by dedicating a team member for each service below:
 

  • Contracting 

  • Product and sales training

  • Case management

  • Commissions

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Our back-office support comes from our partnership with ECA Marketing. ECA Marketing is based in the Twin Cities and is currently the fifth-largest annuity FMO in the country.

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In addition to the top-notch service that you will receive as an agent, there is also a marketing reimbursement incentive to support Annuity in a Box.  Agents will earn an additional .10% on fixed indexed annuity premiums to use on marketing activities.   

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For more information about Annuity in a Box, contact us below to set up an appointment today!

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