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Events and Workshops

Telemarketed Annuity Lead

Designed to identify CD, money market, or other account holders who have a desire to learn more about increasing growth safely and for a shorter term than a typical indexed annuity.

  • Prospect phoned on your behalf
  • Scripting, sales and marketing suggestions provided
  • Personal Coaching
  • Target age 55-75

Direct Mail LTC Lead

Designed to illicit response from interested prospects regarding new, Federally legislated, tax free benefits to pay for long term care.

  • Average 1½% response
  • Personalized brochures
  • Phone lists available
  • Quick turnaround - approximately 3 weeks from order submission

Small Business Lead System

Designed to identify small businesses in your area that have a desire to offer retirement security education to their employees. One lead can equal multiple prospects.

  • Decision maker phoned on your behalf
  • Video message sent to the decision maker
  • Complete agent guide with scripting, sales and marketing suggestions
  • Carefully selected business type
  • 5-100 Employees

Retirement Account Holder Lead

Designed to provide the producer with additional names/phone numbers of prospects identified as retirement account holders.

  • High quality list - Ages 55-75
  • Scrubbed for Do Not Call
  • Used with a pre-approach letter or a wave mailing campaign

 

**Medicare supplement leads also available**

 

Contact us today to learn more about our available programs. 1-800-423-5304