Hi there,
I just got a call from an outfit called Golden Bridge Solution. They send out survey mailers to annuity owners. They ask the usual: Name & contact info, homeowner, are there savings with a list of vehicles (including annuities), major concerns.
If someone responds to the form and checks yes on the "Would you like a financial adviser to answer your questions?" question, then they call them and set an appointment. Either in my office or in their home.
They guarantee a sit-down meeting with the prospect or they replace the prospect. Average cost depends on size of initial pu
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I just got a call from an outfit called Golden Bridge Solution. They send out survey mailers to annuity owners. They ask the usual: Name & contact info, homeowner, are there savings with a list of vehicles (including annuities), major concerns.
If someone responds to the form and checks yes on the "Would you like a financial adviser to answer your questions?" question, then they call them and set an appointment. Either in my office or in their home.
They guarantee a sit-down meeting with the prospect or they replace the prospect. Average cost depends on size of initial pu
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