Are you tired of...

Gift cards, giveaways, gimmicks and dead-end leads that create more

problems than potential clients.

Smart Leads preset appointments ensure quality.

We RECORD ALL OF YOUR APPOINTMENTS

and leads allowing you to listen to them.

Statements Available for Review – Every prospect that contacts our IN HOUSE call center has indicated they are regularly receiving statements and will have them available for the meeting.

Listen Live Feature – No more unclear notes or fuzzy details. With our Listen Live feature, all of your Appointments and ‘Hot Leads’ on your calendar are recorded and available for you to listen to.

Appointments – Scheduled at the dates and times you designate - Our patented on-line calendar system enables you to set up your availability to take appointments at your convenience.

Quality Controlled – Every appointment scheduled is double confirmed. Our call center agents place follow up calls prior to your meeting to ensure that the prospect meets the above criteria and re-confirm the date, time and location of the meeting.

Track Every Aspect of Your Campaign – Track the number of mailers sent, appointments scheduled and investment/annuity leads generated. All of our direct mail marketing programs are integrated with GOOGLE Maps and GOOGLE STREET that feature satellite imaging of the area to show where your responses are coming from.