For Annuity & Life Agents Only!
Unkefer & Associates, Inc. is a national annuity and life marketing firm. We have been serving independent agents and agencies throughout the United States since 1994.
Our corporate strategy is pretty simple...
We help the industry’s best annuity & life agents find the industry’s
best insurance companies.
We do this by staying agent & agency focused. We work for our agents and
agency owners to discover the company relationship that best suits their approach.
We provide cutting edge information and knowledge.
Unlike many disciplines, the financial services segment of the insurance
industry is about selling intangibles. At the end of your process with a
customer, you hand them a stack of papers. In most cases, they didn’t buy
that stack of paper; they bought the ideas and concepts that exist within
the words on that paper.
Said another way, you are now operating in the world of concepts
and ideas.
If you take nothing else away from what you are reading today,
understand this critical point. Your sales approach must be concept driven;
it must be idea oriented. The problem is you can over shoot the runway
with this approach.
THE PROBLEM:
If you ONLY present concepts and ideas, you run the risk of completely invalidating your calling, your insurance license and possibly your future. Great concepts must be grounded in the technically challenging truth. In the insurance industry, a significant percentage of all the benefits you ever offer to customers are imbedded in Federal and State laws. These challenges can be further compounded by the technical aspects of the products you are representing and the commitments each insurance company makes within the contracts you are selling.
Furthermore, you are often dealing with another individual’s entire life savings. This can be a volatile combination. Concepts and ideas are extraordinarily useful and important but only if used in an appropriate manner. This is where the marketing company you do business with can make a big impact (either good or bad).
To illustrate, let me tell you our Tale of Two Agents…
The Tale of Two Agents
Let’s imagine both agents are gifted in the art of painting mental pictures in the minds of their customers.
Our first agent intends to do the right thing but has not been completely trained in how annuities and life insurance products fit within the financial service landscape. Again, this agent intended to do the right thing.
Unfortunately, he got involved with marketing firms that told him they had a “turnkey system” designed to propel him into phenomenal sales success! They told him that inside of a year he would be making nearly a million dollars in commissions.
Another marketing firm said they had a “silver bullet” sentence that doubled sales with zero effort.
A third firm actually told this agent they could show him how to make more sales wearing only his boxer shorts compared to what he was doing now.
One said their product was completely “different” from all other and could radically exceed the returns promised by other products.
Yet another marketing company enticed him with a picture of a guy with dollar bills floating all around him. The look on this guy’s face said, “Can it really be this easy?”
As you may have guessed, this agent found out the hard way, he was being used.
This is a strategy many annuity & life marketing firms use today. These marketing firms are trading on the agent’s desire to obtain a steady source of new potential clients and to show him substantial earning potential without a lot of work. However, they have no intention of fulfilling the promise. Getting agents to sign contracts and moving on to the next agent is their business plan. For marketing firms that use this approach, consistently supporting the agents they recruit is a cost they cannot afford to bear.
For this agent, the feeling was like buying a ticket to a glamorous Broadway show and then when the curtain was pulled back, there was nothing. It was completely empty except for the mop and bucket, stage right.
The second agent had quite a different experience. He found a solid business relationship. He was well trained and had a deep resource to draw from at a moments notice and he understood the implications of a good or bad recommendation to his customers.
This agent consistently had the ability to access new ideas, evaluate new case situations, and get new concepts as the competitive environment changed. This same organization helped him improve the quality of his overall approach. This was done through a number of outstanding services designed to leverage what was already working as well as give him access to more. Here are just a few examples:
- FREE access to online, narrated agent training modules to expand opportunities
- FREE access to online, narrated consumer presentations
- FREE access to a Compliance Approved Seminar System
- FREE access to a library of articles loaded with winning sales ideas in a concise format
- FREE research on advanced planning cases
- FREE point of sale consultation
- FREE life insurance case design
- FREE concept driven illustration systems that are one-of-a-kind
- FREE re-work of existing presentations for a more dynamic impact
- FREE new logo design
This agent knew he could trust the advice he was getting. He knew he had the truth and he knew this organization helping him truly cared about the relationship they had with him. They respected him!
This agent developed over the years. Doing the right thing, the right way, time after time, year after year helped him develop satisfied customers and that is what made him a successful agent.
Most importantly, this agent gained his client’s trust thru ethical business practices. In the end, this agent did make a lot of money. But more importantly, this agent made the right call with his customers.
Where can you find such a solid business relationship?
Right here at Unkefer & Associates. We understand this world well and have developed exclusive presentation tools and illustration systems that marry the conceptual with the technical. Our knowledge of case design and point of sale consultation is industry best. We consistently discover new ways for you to take advantage of legitimate emerging concepts. You can access much of this NOW in our website that contains narrated online training covering the ideas responsible for 95% of all annuity sales nationally.
Do not let the problem happen to you!
We are not selling cookies in our business. We are recommending concepts
and ideas that affect the outcome of families and their offspring for generations
to come. We need to do it right the first time.
At Unkefer & Associates, we understand what you are faced with. We are passionate about keeping promises to our agents and agency owners. We talk about it every single day.
We are good at what we do. If you are good at what you do, call us at 800.523.5851. You will be glad you did.
We serve two primary customers:
- Independent agents – If you are seeking a better relationship. One built on Honesty, Integrity and Commitment; we would love to have a conversation with you.
- Agencies & Wholesalers – If you have an existing system or believe you have great potential, we can help you. Our track record is proven and we can share it with you. We can give you access to tools and resources that have been diligently developed since 1994. You will have no risk of being burned. Call us and we will prove it to you.
We would like to talk and find others who are interested in a proven, solid and honorable approach.