Josh reports 31 annuity leads in ten days after launching an Advanced Agent Marketing campaign on August 19th. Prospects include clients with $3 million, $290,000, and $300,000 to invest, with cost-per-lead surprisingly low and room to optimize further.
Questions this video answers
August 19th ("started on August 19th, which as of today is 10 days ago").
31 annuity leads.
Just under $3,000,000; $290,000; $140,000; around $300,000; $150,000 (income annuity).
About 20–25 leads remaining to be contacted (described as "20 something leads").
Chapters
What's up guys? I just got to give a quick update. I have been working the IUL leads with Advanced Agent Marketing and it's been going fantastic. But I started hearing about the annuity leads that they have that they can generate now. And so I added that onto my campaign. I started on August 19th, which as of today is 10 days ago. I've gotten 31 annuity leads in and I don't even want to tell you guys what my cost per lead is because you guys aren't even going to believe it, but I. This. Just this morning I talked to a client. He came in as a lead this morning, called him up, he answered and we got into a conversation, very chill guy, and he wants to do just under $3 million into an annuity from his retirement portfolio.
And then I just, just now got off the phone with another guy. We had a conversation. He wants to do $290,000. I've got, I'm just looking at my leads right here. I've got this lady right here, talked to her a couple days ago, had the initial conversation. She, she has 140,000 she's looking to move. I talked to this lady yesterday. No, that was this morning. Yeah, I had a brief conversation with her this morning, talked to her initially two days ago, and she's looking to do around 300,000 and some change into an annuity. Then who am I forgetting? Oh yeah, this guy has 150 grand looking for an income annuity. So how Many is that? 5, 6, 4. 56 clients. And then the rest of these I still have to make contact with. There's been two or three that I talked to. They weren't viable candidates. But the rest of these I still have, you know, what is that, 20 something leads that I still need to make contact with. So anyways, I'm pretty excited. I mean, obviously I'm just getting started having the initial conversations. You know, annuities are typically two or three conversations, but I'm pretty excited about what's gonna happen. I mean, I can't even imagine if I maintain this pace and have these type of conversations with clients looking to move this types of money. And I just talked to marketing and there's things they can do to even optimize it even more. Anyways, my mind's kind of blown. I've been loving working the Iuls, but being able to add this annuity campaign and to get these leads at this cost with this amount of volume is pretty insane. So pretty excited. Just want to give you guys an update. Peace.
