Frequently Asked Questions
As of this moment, we are exclusive to the Retirement Planning industry. We generate meaningful conversations that lead to Annuity / Wealth Management clients for our partners. You choose the type of clients you want & we get them on your calendar for you.
Our proven system allows us to guarantee a minimum of 50 long form leads EVERY SINGLE MONTH.
Yes! We’ve tested both where we handle all the follow up compared to the advisor. It’s been proven when the Advisor has their own solid process – the end up squeezing way more appts than if we were doing it. These people are high caliber prospects and they need to speak with someone who knows what they’re talking about. With that said, we do offer the ability to buy extra Set-Appointments as a separate service for those who don’t have those systems in place yet.
Yes. These leads will remain exclusive throughout the lifetime of the partnership!
Each Retirement Specialist we work with is given exclusivity during the lifetime of the partnership.That way our clients are never competing with one another. – We make sure leads don’t over lap. However, sure can it happen where a lead goes & click on another ad – yes. With that said, we do have systems in the back end to exclude current leads in order to mitigate this. They are all exclusively your lead.
That depends! Book a call and we’ll decide together which plan works best for you. This is a program only meant for TOP PRODUCERS created by TOP PRODUCERS. Our lowest package is $5,000 a month – all inclusive.
Yes. We guarantee a minimum of 50 long form leads per month.
Individuals may opt for annuities to secure a reliable income during retirement, mitigate longevity risk, and enjoy potential tax advantages. Annuities can offer financial stability and peace of mind.