Client Services

Please check your spam and/or trash folder for our emails. We send every email but this is how email works     Email is inhere...

 Please see these short video tutorials view and hide prospects https://www.screencast.com/t/7i5GDR4S unhide prospects https://www.screencast.com/...

If you received a notice that your account is suspended, 99% of the time it is because your credit card cannot be charged. You can update or change your cr...

we have the following  features built in  1. an autoresponder which sends emails every 4 days to your prospects (you must turn the feature on in your ba...

the question is answered in the advisor's back office here https://www.screencast.com/t/HBmwKn0S here is a video of using that feature https://w...

video of the email content: https://app.screencast.com/LSwlSub9FNWP6 You have a function in your back office, called the Autoresponder, to have Retirem...

You can of course expert your leads as a csv file and then import them into your CRM.  However, you can avoid that manual step by creating a webhook direct...

We are happy to show you a copy of the ads we run It is impossible to show a live ad because on the Internet ads rotate. They are not in fixed positions...

we do not store which emails or texts have been sent to each prospect the emails are sent every 4 days after the prospect enters your account. The text mes...

We must meet the standards each year to meet PCI compliance with our Credit card processor. PCI compliance, or compliance with the Payment Card Industry Dat...