In the past we asked for the birth year and too many people lied.  You get that when you talk to the prospect.  Running any type of proposal before you talk to the prospect is a waste of time and paints you as a sales person rather than an advisor.




From: andy deng []
Sent: Wednesday, April 08, 2015 5:05 PM
To: Bob Richards
Subject: Re: The ONLY way to be sure you get all Leads from Seniorleads


Hi Bob,I wonder why there is no "YEAR" in the leads which I need them very much to run policies to show clients.