The automated referral system works for the following products and services:
RolloversAnnuitiesInvestments and Money ManagementLife InsuranceLong Term CareRetirement Planning / Financial PlanningSocial Security MaximizationFixed Income Offerings
1- shows how and where the system prospects for you
2- the types of prospects that will find you first
3- how you meet many more interested prospects yet the system does 90% of the work
Automated Prospecting is for Financial Advisors and Life Insurance Agents only. Unfortunately, the Automated Prospecting system does not work for mortgages, reverse mortgages, P&C insurance, final expense, medicare supplements or collectibles.
You will receive a text message reminder before your appointment