The service is excellent. It's efficient and organized, allowing me to call prospects after they’ve received the booklet. Most are already familiar with me through the booklet. Conversations flow easily, and I can quickly assess if a prospect is worth pursuing. It takes minimal time, and I've managed to set appointments or Zoom calls with about 25% of them on average. Although I've only been using the service for less than a month, I've already acquired 2 or 3 new clients, with funds currently being processed.
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Retirement Prospects assists financial advisors and life insurance professionals to rapidly gain new clients. Over 29,000 professionals served since 2002.
