Appointments

Pre-set Annuity appointments

The objective of our appointment programs is to get the agent in front of a prospect that has the requisite assets and a willingness to consider the options that the agent may present them. We aim to get the agent qualified appointments with the best annuity leads available. Do not confuse qualified with pre-sold. The Agent still needs to sell the products he/she offers. Our job is to get the agent face time with the client. Our telephone representatives are not trained as financial advisors, nor are they licensed in any state and they do not know what products each agent offers. They are specialists in booking appointments in the same way the agent specializes in products and their sales.

The foundation of Premier Annuity Prospects Appointment Programs is mail.  All leads are the responses generated from direct mailings. Without mail there are no leads for the call center to book appointments from. No calls, equals no appointments. Mail is the key to your success. Agents are responsible to log into our secure website to check their schedule throughout the day for their appointments and cancelations. There you will find a calendar with details about your appointments. Each appointment listed within the calendar will have it’s own data sheet with the following information concerning the client(s), Name(s), Age(s), Address, Phone Number, and their responses to a number of questions in regards to their finances and any retirement or estate planning they have done. 

Program Details

Premium One-on-One Appointments

Agent’s that have used our appointment program for years have always praised us for the same things over and over again. They love the fact that every time they get to a clients door, the client knows who they are and why they are there. They also know that when they are consistently working the program they are going to get in front of 5 to 10 qualified prospects each and every week. As many agents know, this business is frequently a numbers game, if they see enough potential clients each week it’s a certainty that they are going to be able to close a percentage of those leads.

 While our Standard Appointment Program has been the staple of Premier Prospects since our inception, after listening to feedback from the many agents who have used our programs, we realized that some agents were looking for different type of appointment program. One that would be completed in less than a month’s time, and most importantly gave the agent greater room to customize their program. In response to this, we introduced our Premier Appointment Program. What makes this program different is its ability to draw in a higher net-worth client, while still maintaining the foundation of what makes a great pre-set appointment.

Program Details