401k Rollover     ($385)

Our Rollover group includes 250 individuals who have recently retired and have $350,000+ in a 401K account. We have Verified their information over the past 27+ days to verify that they are interested in finding out what options are available for them to move their funds to something more beneficial for their long term needs, and have someone manage their investments. All prospects have opted in through Online Interest, Product Registrations, and subscribers.

– Prospects are between 50 & 72
– all confirmed homeowners
– have retired or left their employment within 12 months( some type of life transition)
– have $300,000+ invested in their retirement funds

MANAGED ASSET   ($345)

Our Managed Group includes 175 individuals who are currently unhappy with their financial advisor.  We have Verified their information over the past 20+ days to verify  that they are currently dissatisfied with their current advisor, generally due to lack of communication or performance. Prospect indicated they would like a local advisor to contact them about possibly moving their funds. All prospects have opted in through Online Interest, Product Registrations, and subscribers.
– ages between 32 & 67
– all confirmed homeowners
– income of $100,000+
– have $500,000+ invested in a managed account

ANNUITY SEEKERS    ($300)

We also have a list of 150 Prospects who expressed interest in fixed & variable annuity products, or they have been unhappy with their current annuity investment. They indicated they are looking to speak to a different advisor/agent about their annuity. Most individuals already invested in annuities, have had them for 4 years. All prospects have opted in through Online Interest, Product Registrations, and subscribers.
– ages 40-65
– all confirmed homeowners
– have an annuity investment of $250,000+

Life Insurance   ($300)

Life insurance prospects 150 individuals who are currently seeking life insurance. They have also indicated over the last 90 days they are interested in speaking to a local agent regarding life insurance. All prospects have opted in through Online Interest, Product Registrations, and subscribers.

– ages between 28 & 50
– all confirmed homeowners
– income of $100,000+
– manage assetsaccount of $200,000+