Saturday 17 September 2016

How can agents reach prospects who are seeking our knowledge?

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Incubator Blog


How can agents reach prospects who are seeking our knowledge?




The Challenge…


We are all aware of the statistic that 10,000 individuals are turning 65 every day. How exactly do we reach these individuals?


Where do we find the individuals that are actually seeking our information and knowledge? I am in the Los Angeles area. I’ve tried seminars, direct mail and cold calling without sustainable success.


How do we crack this nut?




Tevis Verrett is a private investment banker and recent insurance agent with Triumvirate Advisors Group. He focuses on services including cash balance pension plans, individualized and self-directed 401(k) plans and IRAs, and succession planning. He can be reached at www.calendly.com/tevisverrett.








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How can agents reach prospects who are seeking our knowledge?

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