Selling your annuity involves a lot of planning. You will need to devise a plan that will not only help you sell an annuity, but to create a lasting relationship between you and your prospects. Here are brief discussions of the basic processes and steps of successfully selling your annuity.
The Preliminary Planning Process:
1. Finding and Identifying Your Prospects. The planning begins with finding and identifying your prospects. Just who are you looking for? You will have to find prospects that need and want your annuity and are able to afford it. And since you are working towards creating along-term relationship with them, you will also have to identify people who would most probably make repeat purchases and referrals for your annuities.
2. Approaching Your Prospects. The next step is to approach your prospects. This involves contacting and setting up appointments with them. You can talk to them over the phone, through e-mails or face to face. You can also set up a seminar where they can learn more about what you are offering. Remember that first impressions, last. So make a good one. If you have a successful start towards building a good relationship...