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Redwood Annuity Lead Generation Advisor Information

What makes Redwoods Annuity Lead Generation different. Redwood won’t just get you the lead, they will teach you how to close annuity leads online.

Running ads online for annuity leads can be very costly.

​Your marketing to a group online looking for the individuals that need your services. The problem with this approach is that it can be very expensive. Instead of marketing to a large group, our program can identify the individuals within that group and market to them directly. 

Comprehensive Annuity Lead Closing Training and Support Program

Once leads have been generated we have a training program to coach advisors how to close annuity leads online, as well as annuity experts on standby that will help you close cases. This proprietary program was designed by advisors for advisors, to create an all inclusive annuity lead generation program. 

This landing page will help you become familiar with AcademyX Annuity Lead Generation systems and procedures.
Meet Roscoe Smith

In 2004, Roscoe Smith acquired Agent Media Corp., which at the time, had one of the largest databases of individuals licensed to sell insurance and financial services on a state by state basis. Over the next several years, this database was built to include over 2,000,000 individual records, with substantial, additional demographic and profile information appended, making it the most up-to-date producer database in the country.  

 

This database provided the foundation for the launch, in 2004, of the most extensive and groundbreaking market research program of producer perceptions in the industry. And by creating strategic alliances with some of the most respected associations in the industry, like the National Association of Independent Life Brokerage Agencies, we were able to conduct annual research to gauge agents’ experiences in key insurance markets, including life, health, annuities, long tern care and their relationships with marketers and carriers.  

 

Roscoe Smith has been CEO of Agent Media Corp., which included Agent’s Sales Journal, Agent’s Market Packs and Insurance Marketing Magazine. After selling Agent Media in 2007, Roscoe Smith also took additional responsibility with the acquiring company as Publisher of National Underwriter and Life Insurance Selling Magazine. Roscoe Smith has spent over 30 years helping companies become more efficient and effective with their marketing investments by building integrated business to business media companies based on a foundation of practical market research.

Program Resources

Training Platform : Academy X

This portal is where you will find the content related to the program, along with training videos. 

 

Facebook Retargeting Ad Campaign

Keyword Leads and Roscoe Smith are creating a database to track people searching online for Annuities, Wills, and Trusts, guiding them through an email campaign towards Redwood Tax Specialist services. This data is also used for Facebook retargeting, presenting ads to encourage appointments. This strategy, combined with Facebook's influential role in shaping consumer decisions through personalized ads, aims to boost engagement and brand awareness.

Annuity Lead Process
Annuity Appointment Process
When leads come in we will send them to you immediately to be uploaded into your CRM of Choice

We recommend calling the leads as soon as possible to begin building the relationship. For leads that are not ready to business immediately, we have several drip mail campaigns, digital marketing, and lead capture that you can utilize through your website to convert past leads. 

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