Contact us!
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Need more help?
Partners
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Come and visit our offices around the world
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Frequently asked questions
Please familiarize yourself with answers to these questions prior to asking us via a phone call or email!
What results should I expect?
On average, we convert 20%-35% of our leads to a qualified appointment. With our minimum order quantity of 10 appointments, you should be closing at least 10% of those appointments.
How do you deal with compliance?
Compliance varies state to state and also depends on what licenses you hold. Since we are not marketing or branding yourself or your company compliance is not an issue.
Are you affiliated with any IMO/FMO?
We do not push any clients, advisors or agents towards any particular IMO/FMO unless they ask us for recommendations.
When will I make my money back?
It depends. For annuity and investment advisors, it's closer to 60-90 days on average before any new business is submitted. Sometimes even longer. The life insurance side is much quicker.
Is my local market available?
This depends on which program(s) you choose, how large your territory is, and what your monthly budget is for leads. With most of our agents and advisors working virtually now, saturation has not been an issue.
Are there any setup fees or long-term contracts?
No. There are no set-up fees, no monthly minimums and no pre-payments. However, of course there are advantages to committing to a longer-term engagement or bulk orders.
