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Client Letters

The Retirement Prospects System

Retirement Prospects Booklets

We began the .... program... not knowing exactly what to expect so, we requested the largest available radius. I had no idea so many Seniors were on the Internet. I begrudgingly reduced our radius for the second time. We have so many Retirement Prospects that we can't keep up with them! I have carefully studied the demographics in our area and the responses are from the most desirable and exclusive locations. Many names are followed with DO., MD., CPA, Esq. etc. The largest percentage of people who make requests provide all their pertinent information. We offer all available booklets and wouldn't operate otherwise.

- Thomas, Novi, MI

Thomas is surprised by the number of quality seniors using the Internet. But the research is clear--seniors on the Internet are more likely to be married (more opportunity for a financial advisor), more likely to be college educated and have more net worth than their peers who don't use the Internet. So the Internet is a fantastic way to sort out the unqualified prospects and a great marketing tool to find your next qualified Retirement Prospect. The Internet also gives you a speed advantage over other communication media. Prospects who use the Internet are fast paced and expect a fast reply. When you use the automated email delivery function of The BrokerVille ™ program, the prospects hear from you in minutes. search terms: Retirement Prospect, Retirement Prospects

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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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