Annuity Seminars

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Oct 16, 2006 12:38 pm

Have you seen any annuity wholesalers or mutual fund reps with approved seminars that you especially like?

Oct 16, 2006 12:43 pm

HAHAHAHAHAHAHAHAHHA!!!!!!!!!!!!!

Oct 16, 2006 1:10 pm
maybeeeeeeee:

Have you seen any annuity wholesalers or mutual fund reps with approved seminars that you especially like?


The quickest way to get a good answer on this one would definitely be to call your firms Advertising Compliance department and find out which ones they've already approved.  They might approve 1 seminar for every 100 they look at, so this could save you some time.

Oct 16, 2006 4:41 pm

I have heard the Red Zone by Prudential will be good.

Oct 18, 2006 11:30 am

Noone else?  Does anyone out there have experience conducting successful seminars?

Oct 31, 2006 8:03 am

I did seminars some years ago and met with pretty good success.  However, everybody and his second cousin are doing them around here now, and the question these days is "What are you serving?".  Real estate agents are actually telling their prospects that if they watch the papers, they really don't have to buy breakfast or lunch on weekdays.


I'm sure that seminars still work to some extent, but I just don't feel it's worth the effort here.

Oct 31, 2006 12:52 pm

I would rather  do seminars than cold call.  At least you get in front of people.

Nov 22, 2006 1:57 am
vbrainy:

Noone else?  Does anyone out there have experience conducting successful seminars?


I do seminars.  Success really depends on your skill and your market.  I would never want a wholesaler to do a seminar for me -- you are using the seminar to sell yourself (if someone else presents & just introduces you, attendees won't know or trust you).  I don't serve food or drink and I try to get sponsored: the community college, women's groups at church, PTAs, retirement homes, etc. 

Nov 25, 2006 3:06 pm

Red Zone mentioned above is pretty good. Best I have seen thusfar.