Pre-Set Appointments

Pre-set appointments are a great way to plug holes in your schedule.We've been setting appointments for producers nationwide for nearly 15 years and it continues to be an excellent way for life and annuity producers to stay in front of qualified, senior prospects and maintain a high level of activity. Many of the industry's top producers focus on activity alone, simply because they know as long as activity remains high, productivity will inevitably follow, as will commissions and everything else. So let First Annuity help you stay active!

Not to mention, preset appointments are a great way to supplement your other marketing activities and keep your schedule filled!

Our preset appointments are guaranteed - that means if someone doesn't show up or you don't have a chance to give your presentation, another lead will be supplied to you at NO extra charge.

Your tailored appointment setting package will include:

  • Recorded conversations of every appointment scheduled on your behalf.
  • Double Confirmed Appointments Every Appointment scheduled on your calendar has been spoken with twice on two separate dates to ensure validity and accuracy of your appointment.
  • Confirmed birth year or age is provided on your scheduled appointments.
  • Experienced call center associates take inbound calls adhering strictly to your personalized script.
  • Appointments are scheduled at the dates and times you designate.
  • Full mail reporting and satellite imaging lets you track every aspect of your marketing campaign!

Apointment Setting

See What Others Have to Say...

“I added an additional $2.7 million of annuities to my bottom line in '10 by running just five extra appointments a week with you guys.” - Tom Savage, St. Louis, MO

"Met with Bill and Mary on Wednesday, July 27th at their home. The Beasley's have approximately $350,000 in assets in their portfolios with Morgan Stanley. Bill Beasley in particular is quite angry with the performance and dishonesty of their current broker. I explained to them the risk in their current portfolio and showed them that their assets could be reallocated into a much more conservative plan.

A way that will guarantee their portfolio from loss and even grant them an entry cash bonus. We are meeting in two weeks to hopefully transfer these assets, and start a relationship with them that will make them feel secure. I am sending a follow up letter to them beforehand to thank them both. Thank you again for establishing contact with them and getting us an initial appointment." Frank Robertson, Miami, FL

Or, call our marketing department at (888) 758-7305 to learn more about Preset Appointments.

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