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How the Prospect Matching System Works

The system is completely automated and accessible via the Internet.

  • Register online by selecting your prospect types and geographical area (zip codes).
  • Once registered, you can access your matched prospect information through the SeniorLeads Advisor Center. You can also adjust your zip codes, radius, and prospect types and weekly cap according to your individual needs.
  • If at anytime you wish to cancel the service, simply do so with one click.

How we gather prospects for you.

  1. Natural Search Mature investors searching for financial information on Google, Yahoo, or MSN find one of our many informational sites, and respond to advertisements for free informational booklets directly from the site. They fill out a form with their personal information, we get that information to you, and you fulfill the request.

  2. Pay-Per-Click Seniors respond to our Internet advertising on Google, Yahoo, or MSN for free, senior-specific educational information (booklets). They fill out a form with their personal information, we get that information to you, and you fulfill the request.

  3. Co-registration / Banner Advertising Our partner publishers run ads on hundreds of web sites daily (Motely Fool, Amazon, CBS Marketwatch, etc.), and in the course of registration or response to offers for products or services, the mature investor opts-in to receive free financial information. We match this prospect to you, and you fulfill the request.

In all cases, the mature investor has taken action to receive the requested material, and have shown interest in our specific offers.

> See a five minute video explaining how we gather our prospects on the internet.

Prospect Types. On the menu to the left, you can see the available prospect types. You only need to register for the type of prospects you want to meet and do business with. You select these when you register for the service.

Exclusive Prospects. Each prospect is assigned to ONLY ONE advisor, based on the zip codes selected during registration. It's first come, first served.

How You Get the Prospect Information. Once registered, the prospect information comes to you by email. Because email is not always reliable, we store every lead in your on on-line account, which you can access 24/7. We recommend you check the Advisor Center daily.

Item Fulfillment. When the lead comes to you, you send the item that the senior requested (or your own literature if you prefer). It's critical to send the item BEFORE you call so the prospect will know who you are and are perceived as an expert, not simply a salesperson. You can also elect to have material emailed directly to the prospect as soon as you get a request, buy you'll want to follow up with a physical response to get the best results.

Account Management. Once registered, you'll have access to the SeniorLeads Advisor Center. Through the Advisor Center you can adjust your zip codes, radius, and prospect types according to your individual needs. You'll also get complete instructions on how to follow up on your leads for optimal results.

Cost. The leads are $18 each (at any time, you can decrease the number of zip codes you requested, to get fewer leads, or increase your zip codes to get more leads, or set a monthly quota.)

After you review all sections of the site, call with any questions:

866-952-4065 (office hours 8-5 Pacific but leave a message for a call back anytime).

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