This is an Internet based service, and you can register
online now. If you need help with the registration process,
call the toll free number above (office hours 6am-4pm Pacific
but leave a message for a call back anytime).
Prospects for each zip code are exclusively
assigned on a first come, first served basis.
Our clients say it best:
| See
(and listen to) more comments from advisors |
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"ProspectMatch
has not only provided me with an exceptional amount
of annuity leads in a short time, the leads are of a
high quality. I have been working the program
as my ProspectMatch consultant has suggested,
and have closed sales with in two weeks of receiving
my 1st batch of annuity leads."
—Thomas G., Charter Financial Planning,
Brandon, MS |
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| "This
is one great program. After just two weeks I had
received 5 new long term care leads. I contacted the first two
after sending them the hard copy of the E-booklet
they requested. I set my first two appointments
off of them and ended up selling a whole life and
a LTC policy. All I did is follow what already
works, the script and how to answer their questions.
I could not believe how responsive they were! This
LTC lead program rocks!" —Russell
B., Medford, OR |
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| "I
already write over $7 million a year and am always
looking for effective lead programs. When I found
ProspectMatch I was obviously skeptical at first. However,
after using the annuity lead system for only three months, I've
gotten over 465 leads and have written $2.46 million
since 1/9/08, and this includes one case for $1.65
million!" —Vince L., JD - Denver,
CO |
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| See
(and listen to) more comments from advisors |
Price: $20*
per prospect (assigned exclusively to one advisor)
Guarantee: 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, accurate phone
number, and deliverable postal address or we will
give credit by providing another prospect match. To obtain
a replacement prospect, notify us within 10 days of receiving
a prospect that does not meet the above guarantee.
ProspectMatch finds Insurance
Prospects and Investment Prospects for
Financial Advisors by advertising on the Internet on web sites
that affluent 45+ investors & insurance buyers frequent. For
example, if you seek an annuity leads, that person may be found
at Motley Fool seeking tax saving solutions and our ads rotate
there. Or maybe you seek a long-term care insurance lead. We advertise
on Amazon where many educated people go to find out basic information
and buy books. You sign up for your zip codes and these exclusive
insurance leads, investment leads , and financial planning leads
are passed on to you. Each lead is provided to only one financial
advisor.
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