Leads Resources

Leads Via Your Own Database:

IRA Rollover Opportunities

Your own client database is full of opportunity for new conversations, and ultimately new sales.

To help you, we offer sample prospecting letters that help you make the transition to life insurance.

  • Leaving a Legacy Approach - Sample
  • General Life Product Approach - Sample

Prospecting & Lead Generation:

Client leads are critical to building your sales in today’s marketplace and there are many prospecting & lead generation companies available in the financial services industry.

Agents 1st Choice has provided the company links below as a Producer Resource for client aquistion. These vendor relationships are independent of Retirement Designers and the prospecting success will be different for each advisor, based on the geographic location and parameters defined by the producer.

The companies have the producer’s success at the forefront of the services they provide.

Tax Reviews with Your Clients:

  • 1040 Overlay
  • 2016 Tax Reference Guide

Meeting with your clients to see how the products you offer might reduce tax obligations. Another way to get in front of your client in between annual reviews.

One-On-One Concierge Leads:

Entice new clients to meet with you for asset reviews

  • Ziptek flyer branded with TAS

Meeting with your clients to see how the products you offer might reduce tax obligations. Another way to get in front of your client in between annual reviews.

Target Leads: Specializes in prospecting lists and direct mail lead generation for the senior market: including Medicare Supplement Leads, Final Expense Leads, Long-Term Care Leads, and Annuity Leads.

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Response Mail Express: leads with innovative solutions designed to generate leads, maximize participation, and help you engage with qualified prospects.

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Main Street Power Mail, Inc. is a direct mail service company focused on providing an affordable program, quality leads, high response rates and excellent customer service.

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Plum Direct Marketing Smart marketing that works. Inbound marketing done right. Use Plum’s inbound tools to transform your outbound efforts.

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Seminar Direct is a leading marketing company in the Financial Services industry for seminar marketing, lead generation, newsletters, and seminar presentations.

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