A pitch book is a very good tool to use when selling annuities. The fact that you are the author has somewhat of a "glamour" appeal to the prospective client. Along with that appeal is the value in basic information and historical components of annuities.
When writing your pitch book, keep your target market in mind. Usually you will be marketing annuities to seniors. Bring up historical facts that they can relate to and link it with annuities. Compare and Contrast the way annuities used to function in society and explain where we are now as well as the future of annuities based on past events. This is a major selling point simply because it spells out the benefits clearly as well as backing up those benefits with past examples.
Don't be afraid to be negative about annuities. One thing that you can say is that global events can (and Have) affect the financial market. This will show the prospect that you are honest. Some people think that annuity salespeople are sharks in that they are just in it for the money and not to help anyone. Break this sense of distrust that most people have with a blunt honesty. This is a huge marketing advantage.
Add information from third parties! This is vital in sounding credible. You can use quotes from well established newspapers or highly acclaimed news programs. It will show your audience that you are knowledgeable in your field as well as a diligent researcher.
Remember, a pitch book is not an infomercial. It is designed to explain the product that you offer, how it will benefit the reader, and what you hope to accomplish in building the client-agent relationship. Roughly explain the industry and the products that you offer. Explain the products can be shaped in a way that fits the clients needs.
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