THIS IS IMPORTANT STUFF
THAT'S WHY IT'S IN CAPITALS

PLEASE PRINT AND READ THESE INSTRUCTIONS
SLOWLY AND CAREFULLY

(to print this page, press Ctrl + P simultaneously on your keyboard to print)

Links used on this page:

Training Videos  https://retirementprospects.com/training

Request Support  https://retirementprospects.com/help

Copy of Agreement You Signed  https://retirementprospects.com/agreement

How to WhiteList Emails from Retirement Prospects  (to be sure that our emails go to your inbox and not to spam)

 

Do the Following in This Order

 

1. If you do not receive an email with the subject, “Welcome to Retirement Prospects,” look in your spam folder and set your email so that items from retirementprospects.com go to your inbox and not spam. If you do not receive the email after looking in your spam or junk folder, please let us know that immediately --  Create a support ticket https://retirementprospects.com/help

2. Read the email "Welcome to Retirement Prospects" very slowly and carefully and do all of the steps in that email.  We have provided a copy of that email below but it does not contain your username or password.

3. Watch the training videos at https://retirementprospects.com/training. Watch all of them over the next 3 days.  Take notes as you watch.

4. If at any time you have a question or need assistance with your account, go to https://retirementprospects.com/help.
   

   DO NOT contact your sales consultant as he cannot assist you.

5. Remember that your reply from client services will come by email and not by phone as in the agreement you signed, it states:

“But if you need assistance, you can get help at https://retirementprospects.com/help and assistance will be provided by email”

Here is text of the "Welcome to Retirement Prospects" Email:

Welcome to Retirement Prospects! Your account is now activated.

PLEASE LOG INTO YOUR ACCOUNT RIGHT NOW TO MAKE SURE YOU HAVE ACCESS AND SO THAT WE KNOW YOU RECEIVED THIS EMAIL:

GO TO www.retirementprospects.com/app/login

Your Username and Password:

Your Training Videos are located at https://retirementprospects.com/training

THESE INSTRUCTIONS ARE EXTREMELY IMPORTANT.
PLEASE READ CAREFULLY, SLOWLY AND FOLLOW COMPLETELY

We have created training videos for you at https://retirementprospects.com/training. Watch these videos in the next 3 days. You cannot get any lead replacements for leads that fail the guarantee unless you watch the "Consulting Call" video and answer the question in the video.

How to Avoid Failure

There are some people who fail with our system. We know who they are in the first 24 hours:

• they send an email asking questions that are already covered below (because they did not read)
• they don't watch the training videos
• they make up their own instructions rather than use our instructions which have been tested and refined for success over years

Why Has My Radius Been Reduced?

Note that if you set your radius to 10 miles or more, our software MAY automatically adjust this to a smaller radius upon activation of your account (based on the population density in your area). This is a measure to ensure you do not get too many leads when advertising starts in your selected zip codes. Once advertising begins, if you receive a comfortable number of leads, do nothing. If you desire more leads, then increase your radius. You may make changes to your radius and lead types on the 1st and 3rd Thursday of each month.

When Will My Leads Start?

Your leads could start immediately as we update our Facebook advertisements daily.  Other ads, we can only update twice per month.  We have no way to say with precision when you will see your first lead as this depends on:

• the population density in your area
• if we already run ads in your zip codes
• how many prospects opt-in immediately

How to Control Your Lead Flow

You control your lead flow. Retirement Prospects has no control over the number of responses to the ads placed on your behalf. So that you do not get more leads than you want, read immediately in your back office "How to Control Lead Flow" (a link in the left margin of your back office).

Next Step

You may now log into the Back Office and access all the support materials provided. Please visit www.retirementprospects.com/app/login and add this page to your "favorites" for easy access.

 

Please re-read the copy of the agreement you signed as sometimes, advisors forget these critical issues and experience needless frustration:

a. We email your leads but are NOT responsible for emails that you do not receive as 10% of ALL emails never reach their destination. You have agreed to check your back office frequently to get your prospects and any important announcements. We urge you to turn on the text messaging service in your account which delivers a text message to your cell phone when you get a new prospect.

b. You manage your account 100%. You are responsible for the lead flow through your settings. Anything you want to change, you log into your account (www.retirementprospects.com/app/login) and change it. For your security, we do not make changes for you. Changes to your radius, prospect types and zip codes can be made the 1st and 3rd Thursday of each month.

c. Support is electronic by sending a support ticket from your back office OR at https://retirementprospects.com/help

d. Any change we make to our service will be emailed to you (please keep your email address current in your back office) and also posted so that you see it when you log in, which you have agreed to do regularly.

We look forward to your success! Please watch your training videos as soon as you can at https://retirementprospects.com/training

Thank you!

To Your Profits,
Jennifer Blair
Director of Client Services
Retirement Prospects

VERY IMPORTANT - All replies from client services are by email.  Please, please make sure you check your spam folder and also whitelist our email address.  To white ist means that our emails will not go to spam and will come to your inbox.

WE DISCLOSED THIS IN THE AGREEMENT YOU SIGNED BEFORE WE ACTIVATED YOUR ACCOUNT:

"The entire system has been documented in your back office to answer every question you may have. But if you need assistance, you can create a ticket in your back office and assistance will be provided by email....."

WE HAD AN INCIDENT IN 2011 AND OUR ATTORNEYS TOLD US THAT ALL COMMUNICATION FROM OUR CLIENT SERVICE DEPARTMENT MUST BE DOCUMENTED IN WRITING.

TO GET ASSISTANCE, FROM YOUR BACK OFFICE, SEND A SUPPORT TICKET AND YOU WILL RECEIVE A PROMPT REPLY VIA EMAIL or visit https://retirementprospects.com/help