Annuity appointment service

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Feb 28, 2006 3:28 pm

Has anybody used or is familiar with www.annuity-appointments.com?  I am considering using them to generate annuity business and would appreciate feedback.

Feb 28, 2006 4:55 pm

Looks like a hack firm to me. Try getting lists from some mutual fund companies you do business with. There is an FA here who recently got 2000 scrubbed leads for people with annuities here in our area. He has been calling on them and has met good success in closing business and either consolidating annuities into one or blowing them out and putting them in his investment matrix ( most are surrender-free).. Something to consider....

Feb 28, 2006 8:51 pm

You should look for clowns like "Mark Philips", "Sugerman" and "kerry Yudel". I'm there are a dozen other aliases.


I suspect this is criminal operation. Bogus lead generation, often targeted at very senior people who get confused. It's amazing the State of California which is worried about what legitimate agents are doing in the other 49 states can't shut a scam operation like this. 


http://www.ripoffreport.com/results.asp?q1=ALL&q5=annuit y&submit2=Search%21&q4=&q6=&q3=&q2=& q7=&searchtype=0

Mar 1, 2006 5:30 pm

Thanks for your input.  Shortly after posting I found a listing on the San Diego BBB (where they are located) and they had an unsatisfactory record.  All of the complaints filed against them were never resolved.


Blarmston, thanks for your idea.  I will contact my mutual fund wholesalers for ideas.  Quick question, the FA who got the 2000 scrubbed annuity leads, where did he get them from?


Any recommendations on good annuity lead sources?

Mar 1, 2006 7:16 pm

Anybody familiar with www.leadbot.com?  Looks promising.

Mar 1, 2006 7:52 pm

1)  Annuity-Appointments.com is a scam.  Forget about them.  They sell "guaranteed annuity appointments" but change their name, office location and phone number every other year.


2) Leadbot's okay, but...


3) Use www.postmarkdms.com.  I used to deal with TONS of annuity lead programs (worked for an insurance marketing organization) and nearly everyone had a ton of success with them.  The name of their lead program is "SpectrumLeadz" and it costs about $500 for a 1000 piece mailing.  It works.  Good luck!

Mar 2, 2006 9:58 am

Postmarkdms had a very slick website.


I'm looking for a shot in the arm, auto pilot style of new account developement. I think I'll place an order there.

Mar 2, 2006 7:23 pm

I really don't think you'll be dissapointed!  I do have one other suggestion though:  If you're writing annuities you're probably licensed through a marketing organization.  A lot of these organizations have special deals with PostmarkDMS and might be able to get you a discounted price.

Mar 3, 2006 4:12 pm

Thanks for the suggestions.  I'll definitely give postmark a try.  Another site I have been looking into is www.annuity-exchange.com, anybody ever use 'em or hear of 'em?

Mar 4, 2006 9:27 am

I would ditch annuity-exchange in a heartbeat. Internet based leads are least valuable and the standards are very low at annuity-exchange.


They really want you to sign an nmo contract anyway.


Dec 21, 2006 10:40 pm
FreedomLvr:

1)  Annuity-Appointments.com is a scam.  Forget about them.  They sell "guaranteed annuity appointments" but change their name, office location and phone number every other year.


2) Leadbot's okay, but...


3) Use www.postmarkdms.com.  I used to deal with TONS of annuity lead programs (worked for an insurance marketing organization) and nearly everyone had a ton of success with them.  The name of their lead program is "SpectrumLeadz" and it costs about $500 for a 1000 piece mailing.  It works.  Good luck!




Did anyone on here try the PostMarkDMS prograM?