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888-893-2990 (M-F, 7AM - 4PM PST)

A BONANZA OF NEW BUSINESS
Real-Time Leads from Facebook

Each Day We Get Dozens of Requests from
Our Investing and Insurance Ads on Facebook

We target our ads to people age 50+ because they have more money.
Can you assist prospects within 10 miles of your office for requests
for advice on ANY of these topics:

  • 401k rollovers
  • Annuities
  • Long Term Care
  • Money Management - Separate Accounts
  • Mutual Funds
  • Investing for Income
  • Life Insurance
  • Tax Reduction
  • Social Security Maximization
  • Asset Management for Retirees
  • Retirement Planning

We run different ads for each product or service.
This is a sample below for Social Security Consulting.

social security consulting leads

 

 

 

 

 

 

 

 

 

 

Prospects see this sample Facebook Ad and can be your
Prospects if You Offer Social Security Consulting
(we would run a different ad for you for other services)

 

The great aspect of these responses is that they are
direct from the consumer. These are prime new prospects.
Of Course, this is only an example as we have ads that we can
run for you on any of these topics:

  • 401k rollovers
  • Annuities
  • Long Term Care
  • Money Management - Separate Accounts
  • Mutual Funds
  • Investing for Income
  • Life Insurance
  • Tax Reduction
  • Social Security Maximization
  • Asset Management for Retirees
  • Retirement Planning
There are no third parties involved in collecting these leads. They are direct, genuine and immediate. Do you have the capacity to take on new clients in your area and leave the prospecting to us?

 

To see this automated referral system in action, please select a time
on this calendar for a 15-minute demonstration.

Please use the same calendar if interested in mature prospects who
have other interests in ANY of the investing and insurance topics listed above.

Regards,

 

David Sage
VP Business Growth for Advisors and Agents
888-893-2990

Economics of these direct opt-in leads

    • $22 per lead (each account has a one-time $179 fee for set-up and exclusivity)
    • You will close 1 out of 10 (2 out of 10 is more typical but we want to be conservative in our estimates)
    • Your investment in 10 leads: $220
    • Value of one new client:  $2,000, $5,000, $10,000 (consider all of the business that the client will do with you over the next 10 years)
    • In the worst cases, we have found a 10 to 1 payoff of your investment

25A Crescent Drive #1508 Pleasant Hill CA 94523 

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