- Automatically uploads names from your online accounts
- Reports who is clicking on articles so you know who to engage this month
- Grows your list by monitoring your accounts for new names
- Identifies life events (marriage, kids, homebuyers) so you call at the right time
- Sends your names an engaging monthly personal finance newsletter
- Simplifies the referral process
- Uses trending analysis to identify relevant articles
"I'm getting really good responses from the newsletter. People I haven't heard from in AGES are emailing me back and give me great comments. Three people called me recently just because I was in front of them."
"I closed my first two clients from the newsletter this past week. Two $50K annuities for a couple. All came from newsletter since we had no contact before then!"
- Michael M.
- Apollo Beach, FL
See note below... This inquiry resulted in a $5,500 term conversion sale. This will cover me for several years. Thanks guys!
- We will protect your privacy
- We will never communicate with your contacts without your permission
- We will never sell your information