Looking Guidance or Partnership working with Financial Advisors

I’m so excited to be here with you great people. Here is my position. I work for a large insurance company and deal with the agents in the field who sell fixed indexed annuities and life insurance.

Most of these agents were big into seminars and dinner events to sell the annuities pre-Covid and most have large email lists that I’d like to tap into. Others have books and radio shows.

I’m stuck on what type of product to offer their list or how to approach the agents. I have great relationships with them and can ask them anything so that's an advantage.

Maybe a Z.A.C campaign or 2nd Helping

If someone has experience in the financial space I’d love to chat or partner up.

If I find something that works it would be rinse and repeat with different agents in different towns.

The audience would be retirees who are fairly well off and who have bought investments in the past from the agent.

Thanks for any feedback in advance. I’m just feeling overwhelmed putting the pieces together in my head.

Thanks

Dave

2 comments