Annuity Leads-Annuity Appointments and Seminar Marketing by UFS Marketing

Pre-set Appointments

No. 1 ANNUITY LEAD PROVIDER

The UFS Marketing program is a simple upfront marketing approach that is designed to provide seniors with access to experienced and highly qualified Independent Agents and Financial Advisors in their local area.

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Annuity Leads

Millions of investment holders contacted yearly

UFS Marketing sends millions of postcards annually to seniors profiled as likely investment holders. Our in-house call center carefully screens thousands of calls every day and schedules free reviews to seniors who request more information about their investment leads.

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Seminars

qualified business prospects

Financial seminars are one of the most effective and efficient tools for marketing your business. There is simply no better way for agents, brokers and advisors to find highly qualified prospects.

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Mailing + Printing

millions of mailers sent

Just purchased one of our Verified Asset Lists? Interested in affordable low cost printing? We work exclusively with one of the most recognized printing and marketing distribution companies in the country,

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Verified Asset Lists

ANNUITY, IRA, 401K HOLDERS IN YOUR AREA

In addition to pre-set appointments and investment leads, we also offer Verified Asset Lists. Through our marketing, we identify these Verified Asset Holders using our in-bound call scripts and qualifying questions.

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Telemarketing

pre-screened inbound calls

It all starts with a phone call. The initial conversation between our call center agent and the potential client sets the tone for the ensuing appointment to follow.

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Annuity Leads

UFS Marketing is the Nation's No 1. Annuity Leads and Preset Appointment Program. We are dedicated to providing seniors with access to experienced and highly qualified Independent Agents and Financial Advisors in their local area. Click Here to Try our Live Demo Today!

Recorded Conversations

Listen to Live Calls from Annuity Prospects

About Us

Annuity Leads and Preset Appointment Programs are essential to insurance agents and financial advisors. We make a nationwide network of Independent Agents available to provide annuity, IRA and 401K investment holders with important information regarding their existing holdings and insurance policies.

Annuity, IRA, 401K, Insurance Leads and Preset Appointments Ordering information

Latest News

1/2/2012

The Steve Jobs Effect
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9/20/2011

Why you should use Annuity Marketing
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6/22/2011

The True Value of an Annuity Lead
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5/5/2011

5 Tips for Maximizing ROI with Annuity leads and the UFS Marketing System
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3/31/2011

How to Build the Perfect Seminar. Part 2
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