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How It Works

SeniorLeads - How it Works

10-minute video explains system,
answers all of your questions !
Meet New
Prospects Now!

SeniorLeads is designed around
you, the financial professional, to help you grow your
business. It is a completely
automated system, accessible 24 hours day, 7 days a week
via the Internet. This allows you to easily manage your
account at any time, just
like your online banking institutions or
email accounts.

Registration. Register
by selecting your prospect types and geographical
area (zip codes). Once registered, you
can access your matched prospect information through
your SeniorLeads Back Office. This is where
all account information is available, including your
prospect information, account settings, billing statements,
booklets, and training resources.

Orientation. After account activation,
learn how to manage your account settings and prospect
volume by watching our in depth Orientation Video. You want to watch this as soon as possible.
This is not a “set it and forget it” system;
it is a real-time continuous service and requires your
active involvement. You may need to adjust your initial
settings (radius) until you "dial-in"
the settings that produce the results you desire. You can adjust these settings

How our Marketing works. Once you register
and your completed agreement is accepted, your account
is activated and our marketing efforts in your local area
begin. We register your zip codes with our advertisers,
and from that point it takes from one to ten days
for your advertisements to start rotation. It is important
to note that the marketing is not a gradual process; it
is either on or off. For this reason, it is
very important that you stay actively involved with your
account and check your account DAILY to ensure your
prospect flow meets your needs.


How we gather prospects for you.

  1. Natural Search Mature investors searching
    for financial information on Google, Yahoo, or MSN
    find one of our many informational sites, and respond
    to advertisements for free informational booklets directly
    from the site. They fill out a form with their personal
    information, we get that information to you, and you
    fulfill the request (call us to see a copy of the ad).
  2. Pay-Per-Click Seniors and pre-retirees
    respond to our Internet advertising on Google, Yahoo,
    or MSN for free, senior-specific educational information
    (booklets). They fill out a form with their personal
    information, we get that information to you within
    5 minutes, and you fulfill the request.
  3. Co-registration / Banner Advertising Our
    partner publishers run ads on hundreds of web sites
    daily (CBS Marketwatch, NYtimes, Orbitz, etc.), and
    in the course of registration or response to offers
    for products or services, the mature investor opts-in
    to receive free financial information. We match this
    prospect to you, and you fulfill the request.
  4. Facebook targeted marketing

In all cases, the prospect has taken action to receive
the requested material, and has shown interest in our specific

Click here to see a video on a “live” Internet
Search to see how prospects find our ads

Consulting Calls. Once activated,
you'll have access to the SeniorLeads Back Office
and our training videos. You must watch
the consulting call video to be eligible for our

You are able to ask questions and get answers from our highly skilled, in-house SeniorLeads
consultant. Even if you have been in business for 20 years, you will learn
new ways to follow up on your prospects from the training videos.  Click
to see comments from advisors who have used the training and have had great success with the system.


Account Management. Once activated,
you'll have access to the SeniorLeads Back Office
24/7. Here, you can edit your radius (travel distance) at any
time to control you prospect flow. You can ADD additional
prospect types at any time, and remove prospect types
on the 1st and 3rd Thursday of every month if you desire. You'll also find
complete instructions on how to follow up on your prospects
for optimal results. You may cancel your account any 1st or 3rd Thursday of the month after you receive 7 leads.


How You Get the Prospect Information. All
prospects are delivered directly into your Back Office.
We also send out courtesy email notifications as a reminder;
however, since email is often unreliable, we recommend
you check the Back Office DAILY for new postings.


Exclusive Prospects. Each prospect type
is assigned to ONLY ONE advisor, based on the zip codes
selected during registration. It's first come,
first served.


Prospect Types. On the menu
to the left, you can see the available prospect types.
You select these when you register for the service. You
must select at least one "generic" prospect type
(Pre-Retirees or Retirees) on registration, which remains
selected for the term of your account.


Item Fulfillment. After receipt of the
prospect, you mail the requested item (or your own material
if you prefer). It's critical to send the item BEFORE you
call so the prospect knows who you are and perceives you
as an expert, not simply a salesperson. You can also elect to have material
emailed directly to the prospect as soon as you get a request, but you'll want
to follow up with a physical response to get the best results.


Investment. There is a one time, non-refundable
investment of $299 to start your advertising campaign.
You also deposit funds for your first 20 leads. When your account is depleted, we charge your credit card again for the next 10 leads.  Each prospect match is $32 (fixed once you enroll, but subject to change
for all new enrollees).

Please review the site thoroughly and call with any questions:

Meet New
Prospects Now!

Gain New Clients in 72 Hours! Call toll free 888-893-2993

Client Confidentiality

Client confidentiality is the principle that an institution or individual should not reveal information about their clients to a third party without the consent of the client or a clear legal reason. SeniorLeads respects this right of our clients, and will never give out personal contact information to a third party without express consent. Comments posted on this site are used with expressed consent, and agreement that personally identifiable information will not be divulged.