These people responded to the ad for the booklet "Retire SMART: A Simple Guide to a Comfortable Retirement" (Click Here to see the retirement planning ad.) Obviously, these are people who are thinking about their retirement and how to best do retirement planning. They are already motivated as they requested the booklet. They are often candidates for a variety of fixed income opportunities, investment management, LTC insurance, etc.
All you do is send the booklet and then follow up with the prospect by phone per the instructions we provide you.
Because these prospects will have already received your booklet on retirement planning, you will find the call a warm call. You will be treated as a retirement planning expert and not as a salesperson when you follow our instructions that we provide when you register for the ProspectMatch service.
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