Make this Process
Easy on Yourself !
If you are reading these words for the first time, it is likely that I have already made an in investment of time in you personally without having even met you yet!
It’s True!
I may have already put in anywhere from 2 hours to 4 hours into creating, producing, editing, and uploading your first video annuity quotation.
I am a Big Believer in something :
I am a believer that one must earn the right, in advance, to sell you the annuity. You would not not possibly have confidence in an agent otherwise, would you ?
And since I know that I am serious about helping you on this subject, now is the time that you get to determine if you are as serious as I am !
A traditional online annuity shopping experience will often go like this:
So - here is the “Safe Money Singer Way”, the way that I personally developed after 23 years of helping folks like you get these products, (and you’re gonna like it, trust me !):
I send you a video explanation of what the annuity can accomplish for you personally, based on what specific (and sparse) info you have already shared with me.
Since annuity conversations can often go in 1,000,000 directions (since 99% of annuity shoppers are not sure what they are looking for - and I am not kidding here!), I then let you dictate the next conversation and/or the next video consultation and how it unfolds.
The more you share with me, the more I can show you how the annuity will be there for you when someone gets sick, when someone dies, when you need instant cash, when the economic environment changes, when tax laws change, when the government changes, when you want a pension from your annuity, when new money comes into the family etc, etc.
1) You find an agent that sells annuities who may insist that a “face to face” sit down is the best way to get the “real picture” of the annuity ....um, wrongo bongo!
2) Or you go to myriad annuity websites on
your own and attempt to decipher what a
lot of terms and numbers mean, fun things like:
“roll up rates”
“guaranteed income account values”
“25% bonuses”
“Maturity dates in the year 2055”
“A+ ratings from Rating Agency XYZ”
“Market Value Adjustment”
And believe me, many do attempt this lonely and Sysyphian venture; and many throw in the towel and then head to their lowly bank for a .10% yielding annual CD) ! Small comfort !!
3) Or even worse, you attend an actual seminar and eventually, somehow, you end upon “getting closed” at one point. Great, don’t we all just “LOVE GETTING CLOSED!”
Believe me, I know when you are interested and when you are just kicking the tires. It is really easy to tell, so we can be really honest with each other upfront!
So Cool, right?
If you do not respond to my first video annuity illustration, this simply tells me that I can free up valuable time helping someone who has put this subject at the top of their schedule, not the bottom.
Makes sense, right? And there are no hard feelings !! (And that’s the best thing for everyone’s mental health !)
So If your interest is casual, guess what?
That’s OK ! !
It simply frees up my time to deal with happy and motivated prospects who are really interested in the kinds of things that I sell. Maybe you were just mildly curious about the annuity, or maybe you require a more traditional financial advisor with a suit, a tie, a squarer jaw and even maybe a crushing handshake. ...or maybe you have an aversion to bald advisors....(insert smiley here)
Hey! I am only having fun here, and deliberately removing upfront the traditional annuity shopping sentiment that I have known in my 23 years of doing this; that if you are like most shoppers you are concerned that :
1) the agent will have their own interest in mind first, and not yours!
2) The annuity can be confusing, and since it is hard to trust an agent whom you do not know, you decide you’re gonna have to do this by yourself (and yuck to that !)
.......and then finally....
3)
Is this
annuity thing
really for me in the first
place?
I do not know anyone in the industry that does what I do. I spend 2 to 4 hours on illustrations for literally complete strangers, and then I simply wait for further dialogue after you have watched the video quote.
I sell annuities my way, and it works! From 5 figure sales to 7 figure ones.. (still waiting for an 8 figure one, though - Fingies crossed, is that you?)
And without ever needing to meet in person !!
I have to tell you : there is zero, and I mean zilch, discomfort in the annuity shopping experience for me and my annuity prospects.
Van Gogh’s artwork never got the attention it deserved in his time, remember? (And he is probably not the right example, to be fair). But as a painter simply paints his artwork and then only a select few of the viewing public actually support his livelihood through purchases....
Well, such is my method too !
James Alden, The Safe Money Singer
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