Direct Mail

Direct Mail Basics for Annuity Producers

A well-crafted direct mail piece can capture your audience's attention and generate leads. In this article, we'll provide tips for creating a successful direct mail campaign that drives results for your business.

Define

1

USE HIGH-QUALITY DATA

Make sure you're using up-to-date, accurate data to ensure your mailings reach the right people.

KNOW YOUR AUDIENCE

By understanding your audience's needs, you can tailor your messaging to better resonate with them.

TIMING IS KEY

Timing your direct mail campaign can be just as important as the content itself. Consider the best times of year to send your mailings, avoiding major holidays.

Design

2

MAKE YOUR DESIGN STAND OUT

Stand out in the mailbox by using high-quality images and graphics and choosing a color scheme that aligns with your brand.

PERSONALIZE YOUR MAILINGS

Consider using variable data printing to add personalized messaging to your piece, such as the recipient's name or location.

CRAFT A COMPELLING MESSAGE

Your message should be clear, concise, and attention-grabbing to make your direct mail piece stand out.

OFFER A CLEAR CALL TO ACTION (CTA)

Whether it’s to book an appointment or to take advantage of an incentive you’re offering, make sure your CTA is easy to understand and has a sense of urgency.

COMPLY WITH REGULATIONS

Work with your compliance representative or consultant to understand and comply with any applicable state and/or federal advertising regulations.

Deliver

3

INTEGRATE WITH OTHER MARKETING CHANNELS

Connect your direct mail campaign with other marketing channels like digital ads or social media for maximum impact.

TEST AND MEASURE

Test different messaging, design elements like envelope color and piece size, and mailing strategies to see what works best for your audience.

FOLLOW UP

Following up with your direct mail recipients can help you nurture leads and close deals.

Do you need help with your prospecting strategies?
Schedule time to talk with our team.

Meet the Team

Paul Tyler – Chief Marketing Officer

Paul Tyler

Mary Crean – Director of Marketing, D2C

Mary Crean

Anthony LaRosa – Marketing Director

Anthony LaRosa

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Disclosures

This content is for general informational purposes only. It is not intended as legal or financial advice. You are encouraged to consult with a legal advisor before taking any specific action based upon this information.

For producer use only. Not for use with the general public as sales literature.

Product features, rider options, and availability may vary by state. Product sales must be appropriate based on a comprehensive evaluation of the customer's financial situation, needs, and objectives. Guarantees are based on the claims-paying ability of the issuing Company. Nassau does not provide financial, investment or tax advice or act as a fiduciary in the sale or service of its products.

Annuities are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as "Nassau Life and Annuity Insurance Company." Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. In New York, annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.

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