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First Annuity Source

40  Reviews

(888) 478-0288
6404 Wilshire Blvd Ste 1603
Los Angeles, CA 90048
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Description

website description

Phone Numbers

main:
(888) 478-0288
fax:
(323) 982-8394

Recommended Reviews

Average Rating (40)
Photo of mgussin

mgussin

written: 0 Review
There are many options available when it comes to insurance leads online. First annuity source goes that additional by working with multiple companies who have a reputation for lead generation and they create a campaign for you through these other companies based on what ever demographic choices you make. I am writing this review because I just repurchased their program and I promised them that if I were to renew that I would make this information available to the general public with their permission. Their program was actually referred to me by my field marketing organization, because my FMO has had a relationship with first annuity source for more than two years. Because of that relationship I get a discount rate. Because of our relationship I was allowed to sign up for both their Internet leads and their direct mail leads simultaneously and at inception. What this means is that while I was waiting for the mailers to be put in front of my appointment setter for her to qualify and then set an appointment, she was able to work on the Internet generated leads from a different vendor of theirs the very next day after I signed up. They explained to me that difference between any lead that is generated online and any direct mail piece that is responded to from someone's home. It adds more to the overall cost of the program but from experience I can tell you that as a combination, running the direct-mail and an Internet generated campaign simultaneously is awesome. I have already written two pieces of business from my initial purchase of 20 introductions. My understanding is that this too, the opportunity to purchase 20, is available to me because of their relationship with my FMO. My review title says that this is a real and true producer program. The reason I chose that for my review title is because I have been in the business for almost 32 years and can remember back to a time when an annuity contract was a total of three pages. Not too many agents out there remember those days. I don't think that there is a legitimate lead company in the insurance market that I have not worked with over the years. As a producer, I am not aware of a lead company that offers as much as first annuity source does at the price points that are available to the public. Most importantly is one's ability to reject an introduction after it takes place and for any reason. The only company I have ever worked with that allowed something similar, in this case the ability to reject leads and have them replaced, is a company that mandated rejected lead summaries within 72 hours of the scheduled appointment. They would then decide whether or not to replace the lead. None of this exists at first annuity source and if you're passionate about insurance then I definitely recommend this company. As a producer you SHOULD know you need to maintain several lead programs at the same time otherwise you put unnecessary pressure on everyone involve
Photo of jfrancis_1

jfrancis_1

written: 0 Review
These reviews were done by the employees themselves. Don't fall for it!! They do nothing they promise and won't refund your money. All they do is call random people and verify their address. These are not "pre-qualified" appointments. These people do not request any info. They just verify the address. No one in our industry could really find value in this. I would check the Better Business Bureau for a more accurate description as far as feedback goes. Don't give these guys your money. I have used many lead companies who actually do what they say. Don't fall for all this phony feedback left by the employees themselves.
Photo of jblack_4

jblack_4

written: 0 Review
I have been in the business for over 25 years, and I was looking for a source that can provide me with fresh prospects. This is the hardest part for me to do with my existing business. I do not want to simply rely on referrals, rather I want to continue growing. I have been with them for over 8 months now, and I have been averaging my normal closing ratio. My appointment setter has been averaging about 3 of 4 panning out, but I like the fact that I am able to dispute the one that didn't work out without being charged. Thanks and I look forward to another great year.
Photo of realreview

realreview

written: 0 Review
Do not use this company. They write their own reviews and try to pass them off as real clients doing favors for their wonderful appointment setters. Don't Fall for it. They will take your money and not provide anything they promise. There are a lot of lead companies out there that will provide real leads for a lot less money. Check the Better Business Bureau on these guys and see all the complaints. Scam Artists! Beware!!
Photo of ipalmer

ipalmer

written: 0 Review
I just closed a $600k deal because of Jerome at First Annuity Source. Looking forward to MDRT membership for 2012...
Photo of csauer_1

csauer_1

written: 0 Review
Michael was wonderful. We went in knowing a bit about finances but since we got married we wanted someone to get us on the right track. He was knowledgeable and very easy to work with.He talked about everything from saving accounts, to investing, to insurance (that part is a little scary), all the way to retirement. He didn't try and sell us anything.We left feeling very empowered and ready for our financial future! Thanks Michael!
Photo of csimmons_2

csimmons_2

written: 0 Review
They are a really good guys. They are hardworking and does a great job. First Annunity Source truly cares about its clients
Photo of hmorales

hmorales

written: 0 Review
I have had experiences that did not deliver. I am now a believer that there is a program out there that does deliver what they say. Michael has been a big help over the past 6 months. Thank you for all of your help.
Photo of vjolly

vjolly

written: 0 Review
I was referred to Alex by a friend who is his client. I interviewed several other investment advisors, based on personal references, before making my decision. Alex presented a very clear plan for investing long-term. He is thorough and follows through with what he says. Although we are going through a difficult time with markets, I am not disappointed with Alex's performance. I appreciate his advice and interest in my financial situation. He is professional and knowledgeable, and easy to talk to. I definitely recommend him!
Photo of jyancey

jyancey

written: 0 Review
First Annuity Source was highly recommended to me by my previous employer and I highly recommend them to anyone looking for an Advisor.
Photo of johncollis

johncollis

written: 0 Review
Michael asked all of the right questions and offered advice and solutions. I am happy to say that I am now more informed as to what my money is doing and I am confident in his recommendations. Michael is very professional and does not pressure. Good client contact, smart advice and solid results!
Photo of afernandes

afernandes

written: 0 Review
Alex is thoughtful and creative. I would highly, highly recommend him.
Photo of mbellard

mbellard

written: 0 Review
Very happy with my experience. I would recommend them to my friends.
Photo of ddecker_2

ddecker_2

written: 0 Review
First Annuity Source has proved some amazing results! Thanks for your help!
Photo of bmauro

bmauro

written: 0 Review
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.
Photo of jharada

jharada

written: 0 Review
Michael and team are extremely professional, responsive, and proactive. Highly recommend First Annuity Source!!!
Photo of rmcarthur

rmcarthur

written: 0 Review
I am really happy with First Annuity Source. Is a great program.
Photo of shollomon

shollomon

written: 0 Review
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.
Photo of wjones_2

wjones_2

written: 0 Review
First Annuity Source is the best program of financial consultancy.Your customer service is excellent, thank you to all.
Photo of m pollard

m pollard

written: 0 Review
I am really happy I made the decision to work with this company.First Annuity Source is the best program of financial consultancy.
Photo of c gwozdz

c gwozdz

written: 0 Review
The annuity leads they provide have a REAL interest in annuities. Turns out, my return on my investment is 5 or 6 to 1.
Photo of camdenc

camdenc

written: 0 Review
I met Alex when we moved into the building from Culver City in November of 2009. He told me about First Annuity and I explained to him that I owned an insurance agency with multiple independent agents who could really utilize their service.Needless to say, I used the program first as it is my company, and I introduced the agents individually to the program over time. Now, almost 2 years later, I have independent agents throughout the state of California writing business through my company with the appointments set by Alex, his coworkers, and First Annuity Source. I highly recommend First Annuity Source!
Photo of camdenc

camdenc

written: 0 Review
I met Alex when we moved into the building from Culver City in November of 2009. He told me about First Annuity and I explained to him that I owned an insurance agency with multiple independent agents who could really utilize their service.Needless to say, I used the program first as it is my company, and I introduced the agents individually to the program over time. Now, almost 2 years later, I have independent agents throughout the state of California writing business through my company with the appointments set by Alex, his coworkers, and First Annuity Source. I highly recommend First Annuity Source!
Photo of bnaomy

bnaomy

written: 0 Review
This is the second time I have renewed I have had nothing but success. Thanks Again.
Photo of malice_1

malice_1

written: 0 Review
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.
Photo of jmike_1

jmike_1

written: 0 Review
I love it! The appointments are sent to me in real-time and they are quality.
Photo of pmike

pmike

written: 0 Review
These are great appointments! I was not sure about doing this when Rachel first contacted me! She helped me a lot and even conference called some of my prospects! I have done $300,000 so far!
Photo of smarry

smarry

written: 0 Review
I have already added 24 new clients. Thanks Chad.
Photo of bmark

bmark

written: 0 Review
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.
Photo of srubys

srubys

written: 0 Review
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!!
Photo of dmax_1

dmax_1

written: 0 Review
If you need financial advice sincerely recommend First Annuity Source program. Helped me to save myself from a situation not too pleasant. Mariah and Frank were very good advisers and I want to thank them this way ...
Photo of rrivera_2

rrivera_2

written: 0 Review
I have been using First Annuity Source for annuity leads for nearly a year. I don't get a lot of leads, but I do get the quality that I am looking for. The prospects know who I am, and the reason for my presentation. They have introduced me to people that have real concerns and are looking for information to overcome their problems and needs. They are able to work around my schedule and keep me busy.
Photo of rcody

rcody

written: 0 Review
First Annuity Source is the best program of financial consultancy. Perhaps you wonder why I say this ... I say this because I was on the decline in financial terms and they were the only ones who managed to shine my way in this regard. I would like to thank David and Lisa, people who just helped me ...
Photo of janetmyers

janetmyers

written: 0 Review
Your customer service is excellent, thank you to all of you at First Annuity Source. I thought I would give your leads a try, but I could never have expected this type of response
Photo of lmclean

lmclean

written: 0 Review
They respect you, have trust in you and there is no reason why they can’t give you multiple referrals and annuity leads. This is the best way to get annuity leads and there will never be a better way.
Photo of jren

jren

written: 0 Review
I have been receiving their leads for a little over 6 months and at this point I am very satisfied. As you know it usually takes several weeks to turn annuity leads into sales. I am working more leads with genuine interest than any other internet leads I have ever purchased. I have not spoke to a single lead complaining that they have been receiving a lot of calls like I usually see with internet leads. If these leads continue to work as well as I expect, I will be really happy. Thanks for all you guys do and thanks Christine for recommending the blended leads!
Photo of ghalman

ghalman

written: 0 Review
Your customer service is excellent, thank you to all of you at First Annuity Source. I thought I would give your leads a try, but I could never have expected this type of response.
Photo of carlah

carlah

written: 0 Review
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.
Photo of azadvisor

azadvisor

written: 0 Review
I actually tried these leads when I was contracted with Stephen-Matthews one of their vendors you could use with your lead credits, and they were very good....they are on a made to order basis (telemarketed) but the business owners are very receptive and I closed two right away........I havent ordered more since that time.....but had no complaints.....
Photo of juliamarco

juliamarco

written: 0 Review
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.

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