Client Services

  Please click to see this video  (also under "How to" Videos in your back office) Frequent questions Duplicate Leads Note the following:...

 Please see this video    (also under "How to" viders in your back office)

How to get credits for leads please go here https://retirementprospects.com/training/ and watch the training video titled "How to get Credits for lead...

Please see other sections of this category as to what is guarantee in each lead. There is never a refund for leads, only replacements for the leads that q...

There are no refunds and to get the leads replaced, you would need an active your account.  (please see the agreement you signed). Let's say that you c...

Y         You cannot request a credit in the back office is if the lead is more than 30 days old  (once the lead is more than 30 days old, the credit bu...

A lead that qualifies for a credit can be handled in 2 ways depending upon whether you have already been billed for the lead or if you have not yet be...

2.       If we get a lead from the same email address for a different booklet, we forward that to the advisor but he is not charged. Here is an exampl...

We do not do replacements of leads because the person is registered on the DNC list.  Here's why. The DNC rules state that if the consumer makes a requ...

You are permitted to call the consumer   Calls that are Exceptions to TCPA Manually dialed calls that have no pre-recorded message. Calls made for e...