Prospect Match FAQS

What if I can't use any of your booklets? Mature investors will see an advertisement that offers one or more booklets of the several that we offer. You need to be prepared to send what they request. However, if your firm insists you use their materials, then do it. Here's your second option: Once you become a ProspectMatch client, you have access to the source files of our booklets enabling you to modify the booklet any way your firm desires. Using our follow-up scripts, you can convert these prospects to clients no matter if you use your materials or our materials. Can I email them a booklet? Yes, we have an electronic version available in the Advisor Center. However, the physical booklet customized with your picture and information makes a much better impression than email. We still live in an era where something physical, something in print, gets more credibility than something that arrives via email. When the prospect receives the physical booklet with your name, photo, and credentials on the front cover, it has impact. It positions you as an expert. I have my own literature or booklets. Can I send that instead of your booklet? Yes. How many prospects will I get?There is no way to tell in advance but you have control. The size of the radius you select and the density of population in your area determine the number of prospects you receive. You will get more prospects in New York City than you will in Iowa. You pay only for the prospects you receive. What if I get too many prospects?You can adjust your radius and or prospect types to control the number of prospects you receive. You can make that adjustment as often as you desire. Have the booklets been FINRA reviewed? As of 10-10-09, 5 of the booklets have FINRA Review letters. These are provided to you when you register. If you would like to get the other booklets FINRA reviewed, you are free to do so through your broker dealer and we will pay the FINRA review fee. My broker/dealer does not let me send email. Can I still use your program?The booklets get sent by US mail. How do I get the prospects?They come to you via email as a convenience but do not rely on email as email is fallible. We store all of your prospect contact information for in an on-line account and we urge you to check your account (log into your Advisor Center) at least every other day, as email is inherently unreliable and we don't want you to miss any prospects. Can I download the prospects so I can easily import them into my database or contact manager?Yes. The system allows you to download your prospects in a format that is readable by most database, spreadsheet and contact management software. There are prospects already waiting in my zip codes. How are these handled?When you first begin the matching service, the prospects you receive on signup have been waiting for materials 7 days or less. Thereafter, we post your prospects directly to your online account (and you get a courtesy email notification), often within 3 minutes of the prospect submitting their request. Any prospect that we can't match to an advisor within 7 days is automatically removed from our system. Do you guarantee the quality of your prospects?While we do not have details about net worth, investment motivation, or age of each prospect, we advertise to secure mature prospects that most advisors would find to be desirable investors and insurance buyers. ProspectMatch guarantees that every prospect will have a valid name, working phone number, and deliverable postal address or we will give credit by providing another prospect match. You acknowledge that some prospects will be more desirable than others and some will be more motivated than others. ProspectMatch CANNOT guarantee that the prospects provided will result in sales, new clients, or any other desired outcome. What about duplicate prospects? If a prospect signs up for the same booklet three times, do I get charged three times?If the same person enters the same information more than once in a 6 month period, you will not be charged again for the same prospect. What if I am dissatisfied with the service? Can I get my money back?You pay only for the prospects you receive. You may cancel the service at any time after you receive 15 prospects, but any prospects you have already received are not refundable. If you cancel, you will be charged for any prospects received but not billed up until the point you cancel. The $149 signup is not refundable. I don't have a computer or I'm not comfortable dealing with the prospects in email or downloading them. Can you just send me the prospects on labels?Sorry, no. This service is all web-based and probably isn't for you. Aren't mature people on the Internet just looking for coupons?Mature consumers (age 65+) comprise 13% of the US population but only 4% of the Internet population. Meaning—the poor seniors who cannot afford a computer or Internet connection or mentally slow seniors are NOT on the Internet. Those seniors on the Internet are the cream—they are wealthier and better educated. While 47% of all seniors are married, a whopping 74% of Internet-using seniors are married. Meaning—they probably had two incomes during their working years and have higher savings and net worth. They have two pensions and two IRAs. They buy two LTC policies. They potentially get two inheritances from their parents. Married people create more business for a financial advisor. How do I receive credit for a bad prospect? To obtain a replacement prospect, you must notify us within 30 days of receiving a prospect that does not meet our guarantee. You must use the online credit request system to make your credit requests. Why are there are no prospects showing in my zip codes?Here's how this works. We run thousands of advertisements on the Internet daily, but only in zip codes where we have an advisor registered for prospects. We refresh our zip code advertising list every 10 days-and we ONLY advertise in zip codes where we have advisors registered for prospects. So if you see no prospects, then there are no advisors yet registered for these zip codes. It can take up to 2 weeks before you start seeing prospects come into your account. The sooner you register, the sooner we can start advertising in your local area. Why do I get prospects outside of my radius? Note that if you selected a zip code and ANY PART of that zip code is within your radius, you will receive prospects from that ENTIRE ZIP CODE, even if beyond your radius. Your system initially showed 18 prospects in my selected zip codes, but when I registered I only got 8 prospects. How come? Some prospects select more than one booklet, so these all show up on the initial search page. If Mrs. Smith requested the Annuity booklet AND Life Insurance booklet, she shows up as two prospects on the initial search page. Once you get to the registration page, Mrs. Smith appears as a single prospect, so you are only billed once for Mrs. Smith. Any prospect who has requested more than one booklet type are "reduced" down to one prospect before they are assigned to your account.