These people responded to the ad for
the booklet "CD
Shoppers' Guide." ( Click here to see a sample ad.) Obviously, these are people who have been thinking about or have interest in CDs and higher interest rates. They are already motivated as they requested the booklet. They are often candidates for a variety of fixed income opportunities or fixed annuities.
All you do is send the booklet and then follow up with the prospect by phone per the instructions we provide you.
Because these prospects will have already received your booklet, you will find the call a warm call. (People tend to give credibility to items in writing and the professionals who supply them). You will be treated as an expert and not as a salesperson when you follow our instructions that we provide when you register for the Retirement Prospects service.
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.