Prospect Match

About Me

Financial professionals with a wide array of product specialties can leverage the lead-generation services of Prospect Match to maximize sales and substantially increase their client base. Prospect Match allows its clients full customization of their desired prospect profiles, providing only strong leads that are relevant to Prospect Match clients’ criteria. Prospect Match produces a variety of print booklets tailored to specific financial products, which can be further customized by clients to reflect their specific branding. Clients of Prospect Match can send these personalized publications to their potential customers once they have received their contact information through the Prospect Match Advisor Center. Annuities are among the many financial products supported by Prospect Match, and the company has produced two brochures to assist clients with marketing annuity products. For fixed annuities, Prospect Match offers the "Annuity Owner Mistakes" booklet; for variable annuities (and variable life insurance), Prospect Match publishes "Six Strategies to Help Retirees Reduce Taxes." Mature investors interested in a variety of insurance options can read "Avoid Mistakes in Buying Long-Term Care Insurance;" "The Best Way to Buy, Sell, or Replace Your Life Insurance;" "Five Ways to Get Individual Health Insurance;" and "Senior Health Insurance - How to End the Confusion and Select the Right Plan." Prospect Match also provides information on a number of different retirement account-related issues of particular interest to older investors, including IRA distribution, "IRA Distribution Mistakes and How to Avoid Them," and IRA rollovers, "Six Best & Worst IRA Rollover Decisions." To include the demographic that may possess the means and interest to plan for their futures but have no prior knowledge of the investment choices available, Prospect Match offers a free, digital retirement analysis through which these individuals receive valuable retirement advice from Project Match clients. In all cases, leads provided by Prospect Match have already responded to an advertisement and requested more information in a financial area. Prospect Match clients can send the appropriate educational material to these prospective candidates and follow up with a phone call. Financial professionals interested in maximizing their profits through Prospect Match's innovative lead-generating system should visit the company's website at www.prospectmatch.com.

Skills

lead generation, insurance leads, financial advisor, insurance marketing, annuity leads, investor leads, long term care leads