Client Letters

I have received 6 prospects and have made 3 appointments. Two have been unavailable and one is being 'dripped on' to keep interest for a later time. My appointment ratio is at 50%. I have met with one prospect and will return with Life insurance quotes. ...The booklet has been a most favorable tool in creating a 'warm call' to communicate that an appointment to discuss their wishes for retirement are possible with the right plan set in motion. The 'chatty conversation' just flows because they have received a booklet with my introduction information and the generic overview of how their retirement plans could be organized and worked.

- Sarah M., Space Coast, FL