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AnnuityProducers.com

471 members • Free

7 contributions to AnnuityProducers.com
If you see me, say hi!
Really coming to the conference to network; if you see me at the bar after some of our meetings, come up and say hi! Would love to buy you a drink!
Going to the conference?
Hey all! I’m looking forward to meeting new people at the Austin event. Say “hi” if you’re attending!
2 likes • Aug 18
hi! looking forward to meeting you!
Has anyone had success with a cold email and Linkedin system with AI to generate annuity appointments?
I am interested in learning more about the best ways to do this. I have access to An AI email outreach system and I can send out over 1000 emails a day. I am thinking about targeting small businesses and CPA's for referrals and possibly retirement communities to talk to the seniors there about Annuities and Medicare and life insurance. Does anyone in this group have experience with getting Targeted data lists and sending emails out to generate Annuity and life insurance appointments. I have ran ads before but it can get really expensive and facebook and google ads can be hit or miss too.
1 like • Aug 8
Linkedin is a great idea but I don't know if I'd use it as a way to get emails out. Linkedin makes up about 80% of sales in the industry for ones converted from social media. What I'd do instead is I use a tool called dripify where you can upload your search from linkedin sales navigator and it'll allow you to send messages to people directly from linkedin (and if you still wanted to do the email technique, it can collect the email and send stuff out for you). It's more warm coming in as a linkedin message than it is from a cold email. That said, I've done it for a variety of groups: small business owners in my area, realtors, people from the WARN Act. The issue however is that not everyone is active on linkedin and it also depends on the niche you're trying to brand yourself around, some industries have lesser participation. You should check out the web series, identifying the invisible rich because it goes through a lot of great types of people you can reach out to that aren't usually talked about: https://dunham.com/FA/Blog/Posts/identifying-the-invisible-rich
0 likes • Aug 8
Great idea! When I was an annuity wholesaler I would go into businesses that was closing their doors (look up the WARN Act) with the advisors I worked with and we'd do presentations about the foundations of social security. We went into the ford automotive plant in detroit that was closing down in 2022 and did that talk to 200 people, 80 of which met with the advisor, and he ended up doing like 8M in annuity premiums with me that year.
Happy to be here🙂
So bummed I have to miss the upcoming Annuity Producers 2025 conference - already in another conference at that time. But next year for sure! I've been going through some of the videos in the classroom and so thankful that I found this group.
0 likes • Aug 8
sorry we're missing you!
1-7 of 7
James Mills
2
13points to level up
@james-mills-9933
Both a BGA marketer and an advisor myself; I spent 10 years wholesaling annuities but excited to be part of this group!

Active 38d ago
Joined Jul 5, 2025
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