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Get Free Prospect Credits

Three Ways to Get Matched with Prospects at no cost!

  1. Refer us to the people who make overrides on your production—the regional or national sales director or marketing director of your BD, the sales manager or marketing manager of your insurance field marketing organization(s) or any manager that has influence over 100 or more producers. If we sign an alliance agreement with them, we will give you free prospect credits. Call your representative at Retirement Prospects for details or leave a message with client services 888-893-2998.
  2. Refer us to another financial professional—if they enroll, you get the next 5 prospect credits in your account at no cost.
  3. Allow us to record your audio comments and use on our website (samples here). You get the next 5 prospect credits in your account at no cost.

Because you can refer over and over again (additional colleagues or managers), you may not pay for prospects for months! Hope to hear from you soon.

Client Confidentiality

Client confidentiality is the principle that an institution or individual should not reveal information about their clients to a third party without the consent of the client or a clear legal reason. Retirement Prospects respects this right of our clients, and will never give out personal contact information to a third party without express consent. Comments posted on this site are used with expressed consent, and agreement that personally identifiable information will not be divulged.

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