What is your Website Funnel?

Step-by-Step: Annuity Marketing & Client Engagement Site

1) Confirm your profile & compliance

1. Add/update your name, license number, state(s), photo, and contact info.
2. Turn on required disclosures and compliance language (enterprise wording if applicable).
3. Preview the footer/legal section to ensure it matches your firm’s standards.

2) Configure the lead flow

1. Select/confirm the intake questions (state, age, retirement goal, savings).
2. Set where leads go: Annuities Genius CRM and/or your designated email.
3. Test a submission end-to-end (use a non-work email) to verify notifications and data capture.

3) Set up education & proof

1. Ensure the educational annuity video is present and visible above/beside the form.
2. Enable the rate table (example yields, surrender periods, availability notes).
3. Attach the downloadable PDF (“Top 3 Retirement Mistakes”) as a lead magnet.

4) Publish and preview

1. Open your personal URL and review on desktop and mobile.
2. Check load speed, image quality, and form behavior.
3. Confirm all links (privacy, disclosures, PDF) open correctly.

5) Share your link (traffic generation)

1. Add the link to your email signature and calendar booking messages.
2. Post on social media (LinkedIn, Facebook); pin it to your profile.
3. Include on your digital business card, website, and in drip emails/newsletters.
4. Use in ad campaigns (Google/Facebook) if applicable.

6) Lead handling workflow

1. New submission arrives → review responses in CRM/email.
2. Respond within 1 business day (same day preferred).
3. Provide a short, educational reply with a call-to-action (schedule a call or request more details).
4. Log the outcome and next step in CRM.

Follow-up cadence (suggested):

• Day 0: Email + call attempt #1
• Day 2: Call attempt #2 + short educational email
• Day 5: Call attempt #3 + case study or PDF resend
• Day 10: Final check-in + scheduling link

7) What visitors experience (Lead Flow)

1. Visitor lands on your page (via Google, Facebook, or an email link).
2. They see your branding (name, license number, contact information).
3. They answer the simple questionnaire (state, age, retirement goal, savings).
4. On submit, answers are stored in Annuities Genius CRM or forwarded to you as a qualified lead.
5. You contact them to review real annuity options.

8) Key features (at a glance)

• Personalized agent branding (photo, license number, contact details)
• Interactive form that pre-qualifies visitors
• Educational annuity content to build trust
• Rate table with example yields
• Downloadable PDF lead magnet
• Disclaimers/compliance language
• Mobile-optimized; suitable for ads and email campaigns

9) Messaging guidelines

• Emphasize education, safety, suitability, and clarity of trade-offs.
• Avoid performance promises; reference rates as examples only.
• Use the PDF and video to answer common questions (fees, surrender periods, liquidity).

10) Compliance reminder

This tool supports your own marketing efforts. It does not provide or guarantee leads. Use approved disclosures and document all client interactions.

Optional enterprise disclosure:

Annuities Genius provides marketing and educational tools for licensed professionals. We do not generate or distribute consumer leads.