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Seminar-like Results – Without the Seminar

Our Personal Prospecting Program puts you face-to-face with qualified prospects that are looking for guidance or a second opinion on their retirement planning. Many times these are prospects that won’t typically attend a seminar or workshop. Each prospect is pre-screened and qualified to an age and asset level that you select.

Features Include:

Custom Invitation

Choose from a variety of invitation styles and offers that can be customized to fit the type of prospects you want to meet with.


Prospects that call in must answer a series of qualifying question from a script that we customize for you. No more wasting time meeting with unqualified prospects.

Qualification Call Playback

All of the incoming prospect calls are recorded and available for playback. You can listen for those little nuggets of information that can help you focus your presentation on the topics that are most important to them.

Appointment Setting

Appointments are set with qualified prospects based on the personal schedule that you provide. You get real time email notification when an appointment is scheduled.

Personal Service

One of our seasoned marketing consultants will work with you every step of the way, from helping you identify the best prospects in your area to designing a custom invitation and qualification script.

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Personal Prospecting

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