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We have Rollover, Managed, Annuity, Life Insurance and many other leads.
We are approved vendors with Merrill Lynch, Wells Fargo, Edward Jones, Morgan Stanley, Stifel, Ameriprise & UBS
We have calling scripts available. Scripts include 10+ scripts/talking points. voicemail scripts and a plain text script many use as an email starter.
Buy Targeted List or Search your Own Leads
300 Hot Rollover leads in your area who requested a call from an advisor $375 -DNC scrubbed-- 4 closed clients guaranteed or your refunded. Guarantee only available if you pay this week. -500k minimum account size -requested call within 35 days - Cell Phone & Email included -Internal clients replacedView Rollover Leads
300Hot Managed leads in your area who are unhappy with current advisor and want a call $375 -DNC scrubbed-- 4 closed clients guaranteed or your refunded. Guarantee only available if you pay this week. -750k minimum account size -requested call within 35 days -Cell Phone & Email included. -Internal clients replacedView Managed Leads
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Paul was paramount in my decision process. and the leads that came over are wonderful