Premium Appointment Program Details

What is a Premium Appointment?

One of the things that we think has always made Premier special, is that we know what we do inside and out, and we never try to reinvent the wheel. If you want to succeed, stick to what you know, but make sure you know it better than anyone else out there. That’s exactly what we’ve done with our Premier Appointment Program. We’re not getting caught up with massive number’s or the dreaded “big-case-itis.” Instead we’ve taken something that we know works, and adjusted the numbers accordingly to fit 95% of agents. When you get down to it with a lot of agents, no matter how much they may talk about that $750,000 case they  wrote last week (or last year, 2 years ago etc.) that’s simply not the norm for most people. Clients who have that classification of assets are more often than not using the services of a well known and respected broker and they’re going to have to be peeled away from them. Stick to what you know, if you’re like most agents, you’ll be thrilled to be able to sit in front of prospect after prospect who has at least $75,000 or more in cash and liquid assets.  Better yet, every single prospect who books an appointment already knows who you are, and what you specialize in before they even call into our appointment center.  That’s because on every mailer we include some biography information about you, and how you might be able help them.

We like to use hot-button issues on our letters, just like the post card used in our standard appointment program. Topics such as “avoiding probate and estate taxes”, “reducing or avoiding all income taxes on investments and social security”, and “exempting assets from collection by the government or a nursing home if ill”, are all issues that never fail to generate a response from seniors, no matter what part of the country they’re in. With using such a direct approach at targeting new clients, you need to offer some kind of incentive for them to call and set up a meeting with you, very similar to idea of offering a free meal at a seminar. With a seminar, you’ll most likely still receive responses from a mailer that doesn’t advertise an accompanying dinner, but the rate of respondents will be much, much lower. In our case we offer the client some type of gift certificate in exchange for sitting down with you to discuss their financial situation and how you might be able to do a better job for them. If you’re not used to presenting seminars, this may seem like “bribing” the client to meet with you, however there are a couple of questions you need to ask yourself before dismissing the idea. First of all, how many advisors are there in my area competing for the very same clients, offering a “free review” of their financial situation? If you’re like most people, the answer is probably too many to count. The annuity arena is becoming increasingly competitive and as always you need something to distinguish yourself from everyone else that’s competing for their business. The other question to ask yourself is, what would I pay to sit down with 15 prospects who had $75,000 or more in one month’s time? These are prospects who know who they’re about to meet, they know why they’re meeting with you, and they’re actually looking forward to it! Say you could close one third of those appointments, now duplicate that same production throughout the year. You’re putting yourself on pace to sell at least $4,500,000 in annuity premium per year. Mix in things like referrals,  seminar marketing, etc and you could be catapulting your business to the next level. We can consistently put you in front of qualified prospects, it’s simply up to you to sell them.

Program Specifications

• Fully personalized COLOR invitation printed on a large 8.5x11 / Legal Sized stock in a full window envelope
• "Bio Card" insert printed on matching card stock
• Appointment pre-screening & setting performed by our experienced telemarketers
• A qualification survey -- only those responders that complete a survey and meet your qualification minimums will have a dinner meeting reserved by our telemarketing department

Sample Mail

We can customize each piece to your liking, and will also work with your compliance department. Please contact us to speak to a Marketing Specialist to discuss your campaign.

Click on the demo images to view the full invitation
Download PDF Version here: American Theme $25 Gift Card | Flourish Theme $50 Gift Card