You can send a pdf copy of your booklet. There are two ways to do this. You can do this manually (in your back office, on the left click "view prospects" and you will see a "send booklet" button next to each prospect).
Or, you can set this to happen automatically every time you receive a prospect in your system, as described below.
Use of the electronic booklets is free for Retirement Prospects™ subscribers as long as you are registered. We strongly recommend that you send each prospect a hard copy of the booklet via USPS, as this will have a MUCH greater impact on the prospect, and position you as a credible advisor. Please DO NOT rely on the email version for delivery, as email is easily deleted, caught by spam filters, and misdirected. Retirement Prospects in no way guarantees delivery of your booklets via email.
Log into your back office and on the left, click "autosend booklets"
