JOIN CONSUMER RETIREMENT NETWORK TODAY!!!
Get access to High Quality Pre-Set Appointments With Ideal 401k & IRA Account Holders Age 59 – 70!
Watch our short CRN lead program video below.
Consumer Retirement Network (CRN) is a leading advocate for those consumers who are near or already retirement age. Unkefer & Associates has partnered with Consumer Retirement Network to provide insurance only and AUM advisors a unique way to meet HIGH -VALUE prospects!Click below to schedule a call to learn more about the CRN lead program.
CRN Benefits:
Safe-Money
CRN Advocate for safe-money solutions for successful retirement.
Advisory assets
Our advisors see $5 million or more in prospect assets per month.
Our Mission
CRN’s mission is to help every senior achieve a safe and comfortable retirement. CRN supports their mission by providing educational material, resources and FREE one-on-one financial consultations for their members with CRN’s network of licensed, safe-money, “Retirement Coaches”.
The key to online success is finding quality prospects!
Let the Unkefer Team and Consumer Retirement Network help you take your FIA and AUM sales to the next level!!!Call us at 800-523-5851 or 602-471-2324 to schedule a meeting or click the link below.
How it works
1. Leads interact with a branded digital marketing campaign (Consumer Retirement Network) that follows them around the internet with helpful content which encourages them to visit a landing page. (Google, Bing, Facebook)
2. The landing page is about titled “The 7 Biggest 401K Mistakes”. The request the free book.
3. Call team follows up with the lead to verify they’re a real person and verify their address. They also discuss their concerns around their financial future. They determine what assets they have, asset level, and their thoughts on retirement.
4. If the person is qualified as a good prospect, they are given an appointment with you (the coach). You’ll receive 10-15 A+ appointments and 5-7 A- appointments (just ordered the book) per month.
How CRN is different
• The agent is positioned as a retirement coach for the Consumer Retirement Network, not an Insurance agent or RIA. This way the prospect isn’t going into the appointment with a “sales person”, they’re going to be talking to an advocate, a coach who has their best interest at heart.
• All appointments are generated for you only. No recycling or re-selling of leads.
• Prospects marketed to are in the 59-70 age range and are requesting to speak with a coach.
• Prospects are vetted by our calling team who verifies their concerns, and available liquid assets.
• Prospects are blocked in the system from seeing other advisors’ campaign.
What you get
• 10-15 Virtual Referral appointments per month generated exclusively for you.
• 5-7 Bonus Leads (talked to appointment setter, verified their info. but want to read the book first before talking to a coach)
• 5 Million+ Assents on average brought to you every month.
• 10-20% Close rate (usually takes 60 days before you get your pipeline filled and start closing deals). By month three you’ve got deals closing, in the middle of your pipeline, and new appointments coming in. You’ve not got your system and flow down and are really rolling.
Cost
$3,500 per month – Gets all your marketing taken care of, call team qualifying your prospects for you and placing them on your calendar.
$997 set up fee (waived if you join through Unkefer)
We really recommend giving it a 3 month trial. That’s the mark where you’ll really start seeing the machine work and have a full pipeline. The program is month to month so you can stop your automatic withdraw at any time to catch up on appointments/follow up on leads, then re-start whenever you’re ready.
To make it easier for you if you commit to three months, we’re going to waive the $997 set up fee and take your investment down from $10,500 to $9,000 saving $1,500.
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