How One agent Increased His Production In December by 217%. Doing what you aren't.



“Learn How a Northeast Member  Increased his Production in December by 217%.”



Here’s a marketing strategy you can use to turn a slow November or December into a winning month. Or even any other holiday or special occasion if you like. Even a birthday for someone works great.

Yes, I know Thanksgiving and December holidays are notorious for low production and most annuity producing agents lose from $5,000 to $20,000 in income. 


Now, read the following story very closely.


 I was talking to several top members about production and marketing ideas. An  advisor from the Eastern states just had his best month ever of $93,000 in commissions, (can you believe that…) another one from the Midwest did 1.6 Million in annuities sales and the third is on target for 20 million in annuities production for the year.


Another planner is working with two separate CPA’s on using their list of clients to mail out the monthly newsletter.  Thanks to this approach he wrote the largest annuity of his career.


Here are some interesting facts.  All four of them use our “Annuity Pro Lead Capture Page” and our monthly client newsletter.


One of these three gave me a fantastic marketing strategy he used last December to increase his production by 217%.  And as a holiday gift, I want to share it with you.

Here’s his story:

1.  He picked out his 10 best clients that had referred and bought policies from him in the past. In December of  he made copies of our December client newsletter along with the “tell-a-Friend” insert and a return envelop that had his office address and a live stamp on it.  In addition, he pickup 10 loaves of freshly baked Pumpkin Bread from the local bakery.  He also wrote a short personal note that said something like the following:


 Hi Bob and Mary, I wanted to be the first to wish you a great holiday season and a happy New Year.   Wanted to give you my December newsletter with some smart money and health tips to make your life easier for the New Year.   I’ve also enclosed a “Tell-A-Friend” sheet along with a return envelope for you to write down 6-7 friends in town who would like to receive one of my complimentary newsletters.”


He said he received over 37 referrals leads from these 10 clients. Over 10 of them became clients and they referred him to other prospects.


Make sure you contact all the referrals you receive.  If possible hand-deliver them a copy of the


December newsletter and oh yes, a loaf of Pumpkin Bread (Or whatever you like, just make it something good to eat and it’s sealed by the bakery.)   Let them know you’re in the business of saving people money on their taxes and that you specialize in increasing people’s retirement by 20%.

A personal note: This advisor actually took my marketing advice, secured a list of 1,000 wealthy active investors from my list broker and sends a monthly newsletter to the entire list. I was told that he wrote two of the largest IRA rollovers of his career.


Wait, there’s more…the advisor said our monthly newsletter was the hottest referral tool he had used in 15 years to generate referrals to prospective clients who will buy and refer  and pay like crazy.


Our top three member’s I mentioned above have found using the newsletter to be a great referral approach tool for getting new prospective clients.  It’s so much easier having someone complete a form for their friend to receive a copy of our newsletter than to have them give you names of friend to go sell Insurance and other financial products too.

  Give them a certificate for a one hour “21St Century Financial Checkup” to discuss the latest facts and trends on Social Security, Medicare, Stock Market and other financial concerns.


This is my marketing tip for you.  This single one marketing strategy if used properly, will double your annuity and life production in the next 12 months.


I hope you have a fantastic and profitable production month.


Go forth and prosper,


R. J. Jones


P.S. Check out our new list of affluent widows age 65 to 78 and assets over $150,000.  According to a large brokerage company 70% of all widows after three years of losing their spouse move their accounts to another company.   Some of my biggest sales have come from affluent widows.


P.S. According to a major marketing Guru if you’re not staying in touch with your current client base monthly your losing 10% a month.  That’s why a newsletter is so profitable.


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