Whether you utilize our appointment setting program or our seminar systems, we have two main types of data that we target.
One on one pre-booked, qualified, appointments in your office. These are NOT LEADS, they are scheduled appointments that are automatically booked in your calendar through an app we use that syncs with your schedule.
This demographic typically is more of a blue-collar type of prospect and the net worth’s are typically range between $500k-$1MM depending on area. We have tested and identified this niche to be the best to target when it comes to annuity sales. These sales are the bread and butter, and typically have a smaller time to close.
This demographic is suited for more of an advanced advisor, and those comfortable with AUM/wealth transfer clients. The assets of these clients will exceed $3MM and we have had prospects come in with net worth’s above $80MM. These prospects can have a longer time to close, and a more complex sales cycle.
Are you still trying to figure out which program will fit you best? Speak with one of our consultants to assist you.