I secured two new clients within two weeks. I believe I could close another one or two from the prospects I've already received. The first client was an annuity worth $118,000, and the second is a transfer of $240,000 from her brokerage firm. While these clients aren't huge, they represent solid, consistent business and have generated noticeable additional income.
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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.