Investment Leads and Annuity Leads
About the Cold Solutions Investment and Annuity Leads and Preset Investment
and Annuity Appointment Programs:
Cold Solutions is a marketing company that sells qualified
annuity leads,
investment leads,
reverse mortgage leads,
preset investment appointment and
preset annuity appointment packages to
licensed insurance agents. Many of these agents are also
investment advisors and
stock brokers. Cold Solutions' leads and preset appointments are
exclusive and are sold to only one
financial advisor who covers the specific geographical territory oh his
or her choosing. This geographical area is generally based on zip code and the
decisions of our
customers as to how far they want to travel to meet with
investment sales prospects to discuss their investment assets. The geographical territory is
specified by our customers;
licensed independent insurance agents and
licensed insurance agents that work for insurance agencies. These licensed insurance
agents may also be
investment professionals,
registered financial and investment advisors, stock brokers and securities dealers. We focus on generating
annuity investment leads first and foremost. Annuity contract owners call us to
discuss their annuity contract options with a
licensed insurance agent. If the annuity holder would like to meet with licensed insurance agent (who may
also be a
registered financial advisor) we schedule the
preset investment or preset annuity appointment at times and dates
defined by the licensed insurance agent/registered investment advisor. If you are
interested in using the Cold Solutions programs, call 1-877-721-4700 Monday
through Friday, 9 am to 6 pm (EST) to speak with one of our friendly sales
associates.
Click here to request
pricing for investment sales prospect leads, annuity sales prospect leads,
preset investment sales prospect appointments or preset annuity sales prospect
appointments >>>
Qualified investement leads, qualified annuity leads, preset investment
appointments and preset annuity appointments:
We offer a variety of products and services to our customers. The two main
products that Cold Solutions offers are
qualified investment and annuity sales prospect leads and
pre-qualified preset investment appointments. Here is how they differ;
investment and annuity leads are investment or annuity sales prospects
that have proactively called us and indicated that want to discuss their
investment options or annuity options with a licensed insurance agent or
registered investment advisor before scheduling an appointment or face to face
review. These investment and annuity sales prospects are expecting a phone call
from a licensed insurance agent or registered investment advisor and have
confirmed that they have investment assets or an annuity contract. A qualified
preset investment appointment is a scheduled face to face meeting between an
investment or annuity sales prospect and our customer (licensed insurance
agents/registered financial advisors) to discuss and review their investment assets portfolio or annuity contract. A third product we
offer are mail list individual investor leads. These
investment sales prospects or annuity sales prospects have also
called us and indicated that they have assets, but have not requested a phone
call or an actual meeting. If you are interested in using the Cold Solutions
programs, call 1-877-721-4700 Monday through Friday, 9 am to 6 pm (EST) to
speak with one of our friendly sales associates.
Click
here to request pricing for investment sales prospect leads, annuity sales
prospect leads, preset investment sales prospect appointments or preset annuity
sales prospect appointments >>>
The quality of our investment leads, annuity leads, investment appointments
and annuity appointments:
Our leads and preset investment appointments are considered by many in the
financial services industry to be outstanding from a conversion to
sales perspective. The reason that we have such a high percentage of
repeat customers testifies to the fact that our leads and preset
appointments enable the agent to meet with qualified customers who have assets
and are in need of the agent services. There are a number of reasons why our
investment leads are so productive. Our individual investor or annuity contract owner leads
proactively call us to discuss their annuity or investment options.
When we talk with these lead prospects, our professionally trained call center
staff is adamant about confirming that they have investment assets. Our call
center agents and quality control department also focuses diligently on
confirming that these investment sales prospects and annuity sales prospects
have their investment statements or annuity
statements available for review if a preset investment meeting is
scheduled. We then confirm the exact time, date and location of the meeting
between our customer and the investment sales prospect. When you
purchase investment or annuity leads or
purchase preset investment or annuity appointments from Cold Solutions,
you also receive access to our high recommended training programs that explain
to you the best way to convert leads and appointments into sales. These
training and sales techniques have been time tested over years and have
been refined based on input from many insurance agents/registered financial
advisors who have used the Cold Solutions program. When you combine highly
qualified investment prospects with the benefit of the knowledge garnered by
years of experience from top producers, you have a winner. If you are
interested in using the Cold Solutions programs, call 1-888-391-4111 Monday
through Friday, 9 am to 6 pm (EST) to speak with one of our friendly sales
associates.
Click here to request
pricing for investment sales prospect leads, annuity sales prospect leads,
preset investment sales prospect appointments or preset annuity sales prospect
appointments >>>
The customers that order qualified investment and annuity leads and preset
investment and annuity appointments:
Cold Solutions customers are typically experienced independent agents/financial
advisors who have the knowledge and experience to effectively analyze a
consumer's needs and make the appropriate recommendation from a wide range of
financial institutions. All
Cold Solutions' customers are required to have a license to sell insurance.
Some of these insurance agents work for an agency but most are independent
insurance agents who don't have the time or resources to manage their own
extensive marketing campaigns. This is our expertise. Because most of our
customers and independent insurance agents don't have the and referral network
of a large firm so Cold Solutions fills that void, Many of these independent
insurance agents also are licensed to sell securities and investments. Many
of the top producers using the Cold Solutions program are licensed to sell
insurance products and securities and financial products. This increases their
opportunity to develop more relationships, in turn, creates opportunities for
meaningful client relationships.
Cold Solutions' customers must have one of the following licenses, degrees, or
designations:
If you are interested in using the Cold Solutions programs, call 1-888-391-4111 Monday through Friday, 9 am to 6 pm (EST) to speak with one of our friendly sales associates.
Click here to request
pricing for investment sales prospect leads, annuity sales prospect leads,
preset investment sales prospect appointments or preset annuity sales prospect
appointments >>>
What type of leads and investment appointments do we offer:
Cold Solutions focuses on the
senior market, specifically annuity holders. On the most basic level, these leads are annuity leads, investment leads or insurance leads. We confirm that your sales prospect leads or preset appointment lead sales prospects have assets and want to discuss and review their annuity and/or investment options. These investment assets are usually annuity contracts but may also include the following types of investments:
If you are interested in using the Cold Solutions programs, call 1-877-721-4700 Monday through Friday, 9 am to 6 pm (EST) to speak with one of our friendly sales associates.
Click here to request
pricing for investment sales prospect leads, annuity sales prospect leads,
preset investment sales prospect appointments or preset annuity sales prospect
appointments >>>
Cold Solutions provides investment leads,
preset investment appointments and pre-qualified
annuity appointments to
independent investment advisors and
financial advisors associated with investment firms. Cold Solutions
works with annuity marketing organizations such as
Game Plan Financial to provide their financial representatives with
investment leads and preset annuity appointments. We also work with firms such
as Indepent
Brokerage to provide investment leads and preset appointments to their
agents and financial
advisors. Cold Solutions is the Nation's premiere preset appointment
system for financial representatives. Cold Solutions offers our agent lead
program to various financial firms such as Safe Harbor Financial, Inc. Investment leads from Cold Solutions are used by financial
representatives to dramatically increasing sales and maximizing efficiency.
Click here for more information and to order investment leads
>>>