First Annuity Blog

Plus, 63% of His Production Came from the 1st Appointment!

Agents from around the country have success stories to share about Safe Money Radio, but one agent recently blew all other Safe Money Radio records and expectations out of the water. We're very proud of his accomplishment and are committed to helping other agents achieve this level of success.

After receiving 41 calls from his weekly Safe Money Radio show, a host in Denver, Colorado posted a record production number of $1.98 million dollars for the week of April 3.

With the recent downgrade of ING to "A" rated it got me me thinking...not many companies have been able to weather the financial storm and keep their "A+" rating.

Current A+ rated insurance companies in the annuity realm-
Jackson National
Lafayette Life
Lincoln Benefit
Met Life
Minnesota Life
New York Life (A++)
North American
Midland
Mutual of Omaha
Protective

Out of these 10 companies only 50% offer an indexed annuity. Out of those 5 only 2 offer a 10% bonus. So if you want an A+ rated carrier and a large upfront bonus for your client, then give me a call to discuss it.

We as producers know that the first agent to get to the potential client will most likely earn their business. This is true in many different sales arenas. When you think of soda pop who comes to mind, most would say Coca Cola or what about headache medicine, Tylenol. These are examples that show the opportunity to bringing a message or service to a client first. This leads me to "Safe Money Radio" one of the most exciting marketing tools that has come to the insurance world since seminars.

This has been a hot topic for many agents and advisors that allows client to take advantage of a flat or low yielding S&P market.

Using performace triggered gains allows your client to lock into a high fixed rate (right now between 5-6%) and the client will get that large fixed rate as long as the S&P is flat or goes up!

This product really allows your clients to get excited about the interest rate that they lock into (instead of the 2-4% that traditional fixed is offering).