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888-893-2993 (M-F, 7AM - 4PM PST)
Schedule a demonstration of how to automate your prospecting
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Live business advisors standing by Toll Free
888-893-2993 (M-F, 7AM - 4PM PST)
Schedule a demonstration of how to automate your prospecting
Schedule Now
Use our booklet at no extra cost or your own literature
These pre-retirees responded to the ad for
the booklet "Retire
SMART: A Simple Guide to a Comfortable Retirement" ( Click here to see the retirement planning ad.) Obviously,
these are pre-retirees who are thinking about their retirement
and how to best do retirement planning. They are already
motivated as they requested the booklet. They are often
candidates for a variety of fixed income opportunities,
investment management, annuities, LTC insurance, etc.
All you do is send the booklet and
then follow up with the prospect by phone per the
instructions we provide you.
Because these pre-retiree leads will have already
received your booklet on retirement planning, you
will find the call a warm call. You will be treated
as a retirement planning 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.
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