A woman returns from vacation and receives our mailer. Decides to call and schedule a time to meet with an agent. Investment savvy with multiple investments equaling well over $100K
Gentleman Decides to call regarding his letter and schedules an appointment with his local agent about his investments that equal over $50K.
Man receives a free gift card offer and gives us a call to setup a time to go over his investments with an agent.
Donna Receives a call from a gentleman regarding a marketing letter we sent. Schedules a time to sit with an agent regarding his $100K in Roth IRA and securities.