Endless Leads FAQ's

Why Are Business Owners Considered to be Endless Leads?

The needs of a business are constantly changing. While the financial services sector is seeking to introduce business owners to the next 401 k plan or life insurance policies for key partners, there are a myriad of more immediate problems that a business owner faces. Cost recovery, especially in the face of economic uncertainty, is one of the key offerings that will get a decision maker's attention. Our suite of audits can achieve significant business savings in areas as diverse as payroll, waste, property taxes, and even cost of sales. Working through our system, you provide business owners with the savings tools that deliver. You receive an ongoing share of the savings, and your relationship deepens with every savings opportunity you deliver. Most businesses will qualify for multiple savings oportunities, and as the your relationship improves, and this opens the door to insurance and retirement plans. As the business needs change, new opportunities continue to arise, and teh constant cycle of change can create an endless lead for you.

Do I Need A Securities License to Work With This System?

No additional licensing is required to work with our suite of products and services. All of our audits and recommendations come from industry specialists who have the professional expertise to deliver savings.

Will I be Required To Transfer My Licensing?

You will not be required to transfer your licensing in order to work with most of the products in our system. We do offer some investment products such as 401K which will require licensing, but exclusive licensing is not a requirement of this program.

How Do I Approach Businesses? Is There Training And Support?

Our experience has been that most business owners are more than willing to discuss a savings opportunity, regardless of their busy schedule. If you can present the solution is a way that the business owner sees the savings, you will get that meeting. We provide a variety of support tools - supporting documents, scripts, customizable handouts are combined with regularly scheduled training webinars, and regular mastermind conference calls where agents all over the country can share their ideas and experiences. Our senior agents also provide mentoring to help you refine your approach and achieve better success rates.