Jay Robinson
Marketing Consultant
Direct Line: 480.664.6666 • Direct Fax: 704.439.2365 • 1.800.527.1155 ext 125 • james.robinson@figmarketing.com
Why Work with Jay?
I work with over 60 of the top advisors in the country and will help them write over $100 million in annuity production in 2011. My top advisor will do $20 million of personal annuity production, with no down line. I work with 3 Senior Market Advisor of the Year Finalists. Most of all, I work with my father who is an RIA and top annuity producer himself. I understand more than any other marketer in the country what an advisor goes through every day; because I lived it. The ideas and marketing solutions I share with you aren't gimmicks or hype, they are empirically validated strategies that these superstar advisors are using in their practice every day.
Would you like to hear how some of the top advisors in the country, are:
1. Handling common objections?
2. Positioning the cutting edge product in solutions?
3. Marketing to get new clients (seminars, radio, many others)?
4. Running their office?
5. Generating referrals?
6. Using strategic 3rd party relationships to lower their overhead and grow their businesses, like CPA, Attorneys, and Senior Living Facilities?
Meet Jay’s Team
Christina Coles
Marketing Associate
Direct Line: 704.971.7762 • Direct Fax: 704.971.7763 • 1.800.527.1155 ext 160 • christina.coles@figmarketing.com
Suzie Baker
Contracting Specialist
Direct Line: 704.971.7768 • Direct Fax: 704.971.7769 • 1.800.527.1155 ext 201 • suzie.baker@figmarketing.com
Erika Barnett
Case Manager
Direct Line: 704.971.7780 • Direct Fax: 704.971.7781 • 1.800.527.1155 ext 171 • erika.barnett@figmarketing.com
At FIG, we pride ourselves on giving the best producer support in the industry. What good is it working with a Top annuity marketer if I can never reach him on the phone?
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Market Watch
MarketWatch.com For the most up-to-the-minute summary of economic and market news, articles, and connecting links to a wide variety of web publications, nothing beats MarketWatch.
Big Charts
BigCharts.com Click on Markets, then on Major Indexes, to track the advances/declines in any of dozens of stock market indices around the world. Also: Click on Historical Quotes, type in ‘SP500’ in the “Enter Symbol” box, and type in your Index Annuity contract inception date to see how well you’ve done since you got into it—as compared to what the markets have done during the same period.
Social Security
SocialSecurity.gov Click on the link to read the Trustee’s latest report on the solvency of Social Security benefits. Note: They are reporting a deficit for 2010; to wit “…Social Security expenditures are expected to exceed tax receipts this year for the first time since 1983. The projected deficit of $41 billion this year (excluding interest income) is attributable to the recession and to an expected $25 billion downward adjustment to 2010 income... This deficit is expected to shrink substantially for 2011 and to return to small surpluses for years 2012-2014 due to the improving economy. After 2014 deficits are expected to grow rapidly as the baby boom generation’s retirement causes the number of beneficiaries to grow substantially more rapidly than the number of covered workers…” (our emphasis)
National Debt Clock
USDebtClock.org For a sobering look at our National Debt and many other fiscal, tax, and budgetary categories/statistics, nothing beats the visual created by this site! Notice the Dept per Taxpayer/Citizen figures, and that the total cost of Federal, State and Local government, divided into our GDP, comes to about 32%, meaning that government consumes nearly a third of our annual production as a nation whether you pay taxes or not!
Real Clear Politics
RealClearPolitics.com For an excellent source of opinion, news, analysis, videos and the latest polling data, click on Real Clear Politics.
IRS
IRS.gov Download forms and type in your questions at the Treasury’s Internal Revenue site.
Due Diligence on Carriers
AlirtResearch.com ALIRT Insurance Research L.L.C. specializes in the analysis of insurance company financial performance trends.
3rd Party Annuity Research
IndexAnnuity.org Advantage Compendium, Ltd led by Jack Marrion, provides research and consulting services to select financial companies in all aspects of annuities. They publish the Index Compendium monthly newsletter and the Advantage Compendium quarterly annuity future analysis.
AnnuitySPECS.com For the pulse of the industry, recent news, articles, comparisons, and articulate and informed rebuttals on the media’s tired old negativity on annuities, no one beats Sheryl J. Moore, the “walking encyclopedia” of the annuity industry. Sheryl’s bio and background are unmatched in the United States, and she is a passionate defender of the value proposition of annuities when used suitably and ethically as one tool among many in an advisor’s toolbox.
FIG Marketing Programs
Application.ThriveIncome.com The ThriveŽ system is unlike any income distribution system you've ever seen. Using the power of simple income annuities (from your choice of providers), ThriveŽ delivers a reliable income stream no matter what the market does, guaranteed*.
The FIG Mentor Program A Mentor Program with proven sales, marketing and back office support systems that have authentic relationships and partnership at the heart.
The VA Program is focused on developing relationships and networking with assisted living facilities and nursing homes while serving and helping veterans and their families.
WinningWithCPAs.com
Many of us as financial advisors have known for years that the secret to radical success in our business is strong alliances with CPAs. What we haven't known is how to go about successfully forming these alliances. Until Now. Finally, a turn key program that will teach you, step by step how to work closely with high caliber CPAs and other professionals, to bring you more professional referrals than you can handle. In our program, "Winning With CPAs", we outline exactly which CPAs to contact, how to contact them, and what to say once you get in front of them.
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