When it comes to marketing annuities and life insurance products, agents have a lot of choices where they can turn for help. There are numerous marketing services available (e.g. email drip campaigns, direct mail, social media, websites), as well as annuity marketing organizations — also known as Independent Marketing Organizations or IMOs — that can assist agents with generating and nurturing leads.Choosing the right annuity marketing service or organization has a direct impact on your retirement product sales and therefore your agency’s bottom line. Here are a few things to consider when choosing an annuity marketing service or organization:
What services does the annuity marketing service or organization offer?
While most annuity marketing services tend to focus on traditional, old-school tactics, DMI bridges the gap between these tried and true strategies and cutting-edge digital marketing. Pairing conversion optimized websites, email drip marketing, podcasts – to mention just a few – with sales calls and direct mail, we partner with our clients to create highly effective and omnichannel marketing plans to drive more annuity leads and sales.
How experienced is the annuity marketing service or organization in marketing annuities and life insurance products?
Founded in 1989, DMI’s annuity marketing experts have decades of experience helping financial services and insurance companies market their retirement and life insurance products. In an era when fly-by-night marketing companies – who don’t understand your annuity business – bombard your inbox with promises of unrealistic results, it pays to partner with a vertical specific agency with a track record for success.
What kind of support does the annuity marketing service or organization offer agents?
DMI not only provides innovative annuity marketing solutions – we help you succeed with them. Our consultative, partnership-style approach means we’re invested in your success. DMI not only provides access to the best annuity marketing products, but we help you through all stages of the sale — from prospecting, to case design, to back office support — to achieve your business goals.
Choosing an Annuity Marketing Organization
The best way to determine which annuity marketing service or organization is the best fit for you is to reach out to them directly. Contact DMI today at 800-322-6342 or firstname.lastname@example.org to learn more about how we can help your agency generate and close more annuity leads.
As a financial professional, your success hinges on your ability to attract and convert potential clients into loyal, long-term partners. To achieve this, you need a robust lead generation strategy that not only brings in a consistent flow of […]