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BrokerCalls Leads:

Retiree Prospect

BrokerCalls gives you access to specific retirement leads in the lucrative senior market. The prospects we provide are interested in improving their retirement through income generation and securing their assets.

Matching Needs

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A life of hard work inevitably leads to a time when retirement plans become the prevailing financial concern. Investment managing, estate planning, long-term care, rollover solutions, and annuities are just some of the needs that retiree leads have. Their interest often comes from not being happy with their current financial advisor or strategy and are looking to improve their long-term disposition.

Through our retirement plan leads, you can gain access to leads that are interested in the financial management and investment services aimed at retirees that you offer. Your representatives will be welcomed when they contact our leads due to the pre-vetted criteria that the leads have – they are ready to talk about the various investment options you have.

Focus Your Business Efforts

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With the receptive leads that BrokerCalls provides, your company representatives can focus on sales instead of drumming up interest. There is less wasted time spent on trying to convince an unwilling or uncertain prospect, and more time dedicated to assisting clients with their retirement needs.

We provide two main types of leads for the lucrative retirement industry, which are as follows:

  • Information on leads – BrokerCalls gives you access to the extensive information about the clientele that is interested in particular services. With the information in hand, your representatives can delve into the areas that they know the leads are interested in, such as their investment strategy and estate planning.
  • Real-time leads – We also provide real-time retiree leads. Clients call looking for information and retirement services, and they are then put directly through to your company, allowing you to strike while the iron is hot.

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