TrustLink News for First Annuity Source

Stephen S. posted a review

Tue, 09 Dec 2014 00:00:00 GMT

I think most of of them are shill reviews. I gave these guys a legitimate chance to produce some decent leads. I didn't get any for a while and I finally got some and they had no idea what I was calling about or showing up for. They were just NOT legitimate appointments. I gave them almost 6 months and did not get ONE legitimate prospect that wanted to talk about their financial/annuity situation. I received a lot of talk but no action. The recording of the conversation that they PROMISED i... Read More »

Carolyn W. posted a review

Tue, 12 Feb 2013 00:00:00 GMT

I started using First Annuity Source 11 months ago, and they have added to my success in several ways. For one, my appointment setter strives for quality not quantity of the leads. The online account is extremely simple and user friendly, and the customer service has been exceptional. I would highly recommend First Annuity Source to anyone owner who is looking to grow their business. Read More »

James M. posted a review

Fri, 19 Oct 2012 00:00:00 GMT

I have a team behind me at First Annuity Source that is out there to help me acheive my goals. With the help and tools that they provide I have been able to write more annuities this year than ever. Emily has been a true help to me, and I wanted to show her my appreciation. I look forward to a great 2013! Read More »

MDRT Producer posted a review

Fri, 19 Oct 2012 00:00:00 GMT

I did this as a favor to Dan, because he has really helped me make a lot of money this year. Their program is unique in that you have to have the right expectations. You can't just expect to show up at someone's home and expect that person to have their bank statements and tax returns ready on the dining room table for you. Anyone that thinks that hasn't been in the business for very long and I will bet any amount of money will never be a million-dollar Roundtable member. I go into every appo... Read More »

Timothy F. posted a review

Sat, 03 Dec 2011 00:00:00 GMT

Getting accurate product information is extremely important to me as I work through case planning. I need reliable information so I can make the most informed decisions with my clients and I always get detailed and correct information from First Annuity Source. One phone call and I know what product I want. That’s the kind of support I need on a daily basis. Read More »

Burton B. posted a review

Sun, 27 Nov 2011 00:00:00 GMT

Alex at First Annuity Source given me advice that has increased my wealth. I am so glad I made the decision to call First Annuity Source. Thanks! Read More »

Ryan . posted a review

Sat, 26 Nov 2011 00:00:00 GMT

I would highly recommend First Annuity Source. They have done wonders for my business. Read More »

Tony R. posted a review

Fri, 18 Nov 2011 00:00:00 GMT

First Annuity Source is able to prepare you for your future and point you in the right direction to achieve financial goals through professionalism.I highly recommend! Read More »

Edna S. posted a review

Tue, 15 Nov 2011 00:00:00 GMT

I've used this company for several years and each year I'm reminded of why I keep coming back! They are so polite and down to earth. They are interested in their clients interests and lives - everything seems so personal. These people know what they are talking about. I trust them completely. Read More »

James J. posted a review

Sat, 12 Nov 2011 00:00:00 GMT

The trustworthy and reliable service is why I stayed with First Annuity Source.Thanks! Read More »

michael V. posted a review

Tue, 25 Oct 2011 00:00:00 GMT

I would strongly recommend John and First Annuity Source to anyone. A class above the rest.Thanks!!! Read More »

Larry C. posted a review

Thu, 20 Oct 2011 00:00:00 GMT

Alex,is great at really understanding our short and long term needs. He is quick to respond to our questions and financial needs. He is always thinking one step ahead for us. Read More »

ALICE E. posted a review

Sat, 15 Oct 2011 00:00:00 GMT

It would be my pleasure to speak on behalf of not only First Annuity Source, but namely you Mike. I cannot say enough for all that you have done for me in the past 3 years. Before working with you, I was at a point in my practice where I was unable to grow without the addition of some external assistance. Not only did you prove yourself a valuable associate of mine, but a friend as well. Read More »

Jeremy P. posted a review

Sun, 09 Oct 2011 00:00:00 GMT

I am really happy with First Annuity Source. Is a great program. Read More »

John C. posted a review

Sat, 10 Sep 2011 00:00:00 GMT

First Annuity Source is the best program of financial consultancy.Your customer service is excellent, thank you to all. Read More »

michael k. posted a review

Thu, 01 Sep 2011 00:00:00 GMT

I am very unhappy with this service. I was told I would be getting face to face appointments with people that were interested in annuities. So far I have not met with a single person. I am given "appointments" where the appointment setter says how the person is interested in meeting with you to discuss options for their retirement planning. I am then told they are expecting at a certain time and date at their house. Of course I call to verify beforehand. Thank god I do this because the people... Read More »

Beatrice N. posted a review

Wed, 31 Aug 2011 00:00:00 GMT

This is the second time I have renewed I have had nothing but success. Thanks Again. Read More »

Alice M. posted a review

Tue, 30 Aug 2011 00:00:00 GMT

I never thought it would be possible to bring on Financial Clients outside of my book of business. Michael talked me into buying their proffesional program and has successfully proven me wrong. Thanks again Michael. Read More »

James J. posted a review

Sun, 28 Aug 2011 00:00:00 GMT

I love it! The appointments are sent to me in real-time and they are quality. Read More »

Marry S. posted a review

Thu, 25 Aug 2011 00:00:00 GMT

I have already added 24 new clients. Thanks Chad. Read More »

Benny M. posted a review

Wed, 24 Aug 2011 00:00:00 GMT

Ruby S. posted a review

Mon, 22 Aug 2011 00:00:00 GMT

I spent 10 years looking for a system to get qualified annuity leads; First Annuity Source is that system. I would HIGHLY recommend First Annuity Source!! Read More »

carla h. posted a review

Wed, 08 Jun 2011 00:00:00 GMT

After trying numerous sources, First Annuity Source encourages me to keep producing and to reach the goals I strive to maintain. I am able to work with one appointment setter and develop a professional relationship with him. I\'m being provided with new local clients and the opportunity to discuss products, services and solutions. I look forward to another prosperous year with First Annuity Source. Read More »

Julia M. posted a review

Mon, 16 May 2011 00:00:00 GMT

I started the program with First Annuity Source last year and since then my sales have gone up more than I would expected. They set up lots of meetings and I was able to sale and get my commission from more than 30% of those. If you want to increase your sales, these guys are the best way to do that. Read More »

Melanie K. posted a review

Thu, 21 Apr 2011 00:00:00 GMT

I reached out to First Annuity Source in order to increase my client’s number and this is exactly what they did. I already had 30 meetings since I’ve started with them and successfully closed 5 of them. Their program really works and I’m sure that I will continue using their services. Read More »

Barry O. posted a review

Sat, 20 Nov 2010 00:00:00 GMT

Out of the recent 50 appointments, I have closed 8 successfully, which generated a total of $28,000 in commissions. Additionally, I have two prospects who have scheduled appointments with me. The lead program has given me a good return on marketing dollars spent. I am renewing with them again in December. Read More »

Frank M. posted a review

Sun, 29 Aug 2010 00:00:00 GMT

After trying numerous sources, First Annuity Source encourages me to keep producing and to reach the goals I strive to maintain. I am able to work with one appointment setter and develop a professional relationship with him. I'm being provided with new local clients and the opportunity to discuss products, services and solutions. I look forward to another prosperous year with First Annuity Source. Read More »

Linda N. posted a review

Tue, 24 Aug 2010 00:00:00 GMT

Since I began this program in June, I have met with 16 prospects of which 3 became clients with investment portfolios of more that $100,000 each. There is no doubt that I have more than paid for my investment (and then some.) I believe that by year end I will have generated more than $15,000 in net commissions from this program. My recommendation is to give any marketing program time. I feel that with First Annuity Source, advisors can spend less time with ineffective prospecting methods and... Read More »