Pre-Qualified Investment & Annuity Appointments
Every Appointment:
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Has Statements Available for Review
- Every prospect has indicated they are
regularly receiving statements and will have them available for the meeting.
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Is Set at the Dates and Times you Designate
- Our exclusive
ColdTrac™ System enables you to set up your availability to take appointments
with your online calendar.
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Is Personally Quality Controlled - Every appointment set is transferred to our Quality
Control Specialists who verifies the prospect meets the above criteria and
confirms the date, time and location of the meeting.
How You Order Investment Appointments By Phone
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Call our sales office toll free at 1-888-391-4111 (9:00AM - 6:00PM EST).
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Provide your profile information.
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Choose your county (counties) for appointments to be scheduled.
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Select how many appointments you want and your payment
option.
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Our friendly customer service staff will guide you through the entire process.
How You Get Your Appointment Subscription Started Online
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Fill out the Financial Advisor Profile completely and submit it to Cold
Solutions
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A Cold Solutions™ representative will call you to discuss your profile and what
options are available to you.
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Choose your county (counties) for
appointments to be scheduled.
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Select how many appointments you want and
your payment option.
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Our friendly customer
service staff will guide you through the entire process.
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New Subscribers |
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Qualified Appointment Generation
Cold Solutions™ offers a customized marketing program guaranteed to provide qualified appointments! We set thousands of qualified appointments every week for agentsnationwide. A number of packages for Annuities, Investments and Insurance appointments are available to fit every need or budget.
Cold Solutions™ was designed and developed by Independent Financial Advisors who understand your time is too valuable for endless prospecting. This program is the result of years of extensive field research with a proven track record of results by over 1000 advisors nationwide.
Appointments with pre-screened investors are set for you at the times and dates you designate. Cold Solutions™ is dedicated to delivering qualified appointments.
Exclusive Training
The Cold Solutions™ System also provides a comprehensive training program conducted personally by Linda Bakalis who developed, tested, and refined the system in the field. The Cold Solution™ System empowers you with skills and techniques to effortlessly convert qualified appointments into significant income. These tools include field-proven scripts developed as a natural extension of the conversations the prospects had with our staff.
ColdTrac™ System
ColdTrac™ is a real-time interactive system that provides detailed information about each appointment, including conversation notes, current client status, and asset details. ColdTrac™ saves valuable time by allowing you to maintain your appointment calendar through a simple web interface and have appointments scheduled at the times and dates you designate.
Attracting Other Advisors
Cold Solutions™ is a powerful tool for Financial Advisors or Insurance Agents who want to add new clients and an invaluable asset for attracting and retaining associates to your business. The Cold Solutions™ System gives you the tools to attract high caliber Financial Advisors or Agents by putting them in front of a steady flow of qualified investors who are ready and willing to conduct a review of their assets.
How Can I Find Out More?
If you're interested
in learning more about the Cold Solutions™ System, simply call 1-888-391-4111 or e-mail us at sales@investorsunioninc.com.