About the information in the booklets, this information was forced by FINRA. These booklets are used by people who are registered reps and subject to FINRA's rules. Therefore, in order to use these booklets, we submit these to FINRA for review and they come back with comments. In many cases, FINRA does not understand these products and forces disclosures that do not apply.
The good news:
1. almost no consumers read the booklet. So why is it a part of our leads system? Because the consumers gets the booklet, looks at the front cover, sees your name and credentials, flips through the 15-page booklet, sees your bio information and in 3 seconds, gets the first impression, "This person seems like an expert in their field." So the purpose of the booklet is to convey that you are an expert in your field. The average consumer, even if they read the booklet, would not understand it.
2. As a user of Seniorleads, we give you the source file of the booklet in Microsoft Word format so that you can modify it any way you desire. If you log into your Seniorleads account, scroll down and on the left navigation, you will see a link "FINRA/compliance" and on that page, you will find the link to the source files so you can modify the booklet to your desire.