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Our exclusive federal appointments for licensed financial professionals. We're excited to provide you with key information to help you elevate your sales:
Overview
How It Works:
Appointment program to place qualified federal employees on your calendar to discuss their benefits and educate prospects about annuities as a way to ensure they don’t run out of money in retirement.
Overview
Appointment Lead Generation
Leads are directed to a webinar page with a booking element. What do they see?
What do you see?
Investment Options
Is this system to get qualified federal employees on your calendar to talk retirement success right for you? Give us a call and we can talk next steps.
How it works:
Prospects see marketing from “My Path to Retirement” on Facebook inviting them to a live event in their area to learn about a specific topic related to their retirement. When they click the ad, they’re taken to a registration page to fill out their contact information and register to attend. Once they register, an automated system will reach out (within 2-5 minutes) to confirm their registration. In between now and the day before the event, it is highly recommended that you, the financial professional, or a member of your staff call every person and confirm their attendance. The premium level of the program includes a call team reaching out to attendees on your behalf. The day before the event your prospects will receive another email and text reminder.
What does the financial professional get?
Options for event type
Investment
Dinner Seminars
Educational Events
CRN is closer to a referral system than a lead program. We position financial professionals as experts and educators at the end of the sales funnel. All producers need to do is close.
CRN nurtures high-net worth (HNW) individuals through a proven 4-step process establishing a relationship of trust. We then populate your inbox and calendar with warm prospects who have shared their specific retirement needs and are looking for options.
We build programs tailored for individual financial professionals—we will reach an audience that is your key market. This program has built consumer trust over 15 years by listening to people’s retirement needs.