Select the type of prospects that fit the types of clients you desire. We will provide you with the materials they request as long as you have an active ProspectMatch account. These materials are supplied at no additional charge.
You must select a minimum of two prospect types, including at least one generic prospect type "Retirees" or "Pre-retirees" to proceed. Your generic prospect type(s) cannot be changed once you register your account, so please choose these carefully, and make the selection that best fits your marketing plan.
- These prospects are planning their retirement and are candidates for investment services such as money management, mutual funds, rollover assistance as well as insurance products like annuities and long-term care. They request the booklet titled "Retire Smart: A Simple Guide to a Comfortable Retirement."
- These prospects are already retired and seek to generate income and preserve their assets. They are perfect candidates for money management/investment services, annuities, estate planning, and long-term care. They request the booklet titled "How to Prosper and Thrive in Retirement."
- These mature investors want to cut their taxes and seek solutions to do so, and have requested the booklet "Six Strategies to Reduce Taxes", which explains the benefits of annuities in reducing taxes.
- Prospects are typically on the cusp of retirement (or changing jobs), are concerned about rollover issues, and have "money in motion." They request the booklet titled "Six Best and Worst IRA Rollover Decisions."
- These are mature people who either have life insurance they think they don't need, or people who think they need life insurance that they don't have. They request the booklet titled "The Best Way to Buy, Sell, or Replace Your Life Insurance."
- These prospects are thinking about getting a long-term care policy or have questions they need answered. They request the booklet titled "Avoid Mistakes in Buying LTC Insurance."
- Typically these respondents are mutual fund owners looking for general investment advice, or a better return on existing accounts. These people are prospects for managed accounts, mutual funds, and ETFs. They request the booklet titled "Understanding Mutual Funds."
- These folks typically seek banks that pay higher interest and also buy immediate annuities, bonds, bond funds, and securities that provide income. They request the booklet titled "CD Shoppers' Guide."
- These mature investors respond to our ads for a "Computerized Retirement Analysis" of their personal finances, reporting current investment status, and future projections. For this type of prospect, you need to provide a mini-computerized retirement plan.
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