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These people responded to the ad for
the booklet "Six
Best & Worst IRA/401k Rollover Decisions."
( Click here to see a sample ad.) These respondents are typically
people on the cusp of retirement (or changing jobs)
and are the most coveted prospects by financial advisors.
Additionally, this group contains people who have retired and have left the 401k at their last employer(s).
These prospects are concerned about rollover issues
and those retiring have "money in motion." All
you do is send the booklet, and then follow up with
the prospect by phone per the instructions we provide
Because these prospects will have already
received your booklet, you will find the call a warm
call. (People tend to give credibility to items in
writing and the professionals who supply them). You
will be treated as an expert and not as a salesperson
when you follow the instructions that you receive
when you register for this 401k lead-generating service.
These are likely our most lucrative leads because of the account balances involved. Using this 401k lead-generating service allows you to target the types of prospects that give the most "bang for your buck."
Typically, these balances go into managed money accounts or annuities, depending on your recommendation
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