Items to Send

If you want to use our booklets, we supply you with those items at no additional cost. For example, if the senior requests the booklet on annuities, you can personalize and print these booklets with your name, your picture, your biography and your contact information. You then send the booklet. If you cannot send the booklet because of your firm's rules, you can send your own firm's literature. The key issue is NOT to call the prospect until you have established credibility so sending the booklet is critical before you call (a booklet imprinted with your photo, name, etc. makes the biggest positive impression).

However, the lead is yours to follow up as you wish (we provide you a complete set of instructions and follow up scripts to maximize the appointments you get - please study these resources in the Advisor Center).