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
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
If you want to use our booklets, we
supply you with those items at no additional cost. For
example, if the senior requests the booklet on annuities,
you can personalize and print these booklets
with your name, your picture, your biography and your
contact information. You then send the booklet. If you
cannot send the booklet because of your firm's rules,
you can send your own firm's literature. The key issue
is NOT to call the prospect until you have established credibility
so sending the booklet is critical before you call (a booklet
imprinted with your photo, name, etc. makes the biggest positive
impression).
However, the lead is yours to follow up as you wish (we provide you a complete set of instructions and follow up scripts to maximize the appointments you get - please study these resources in the Back Office).
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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