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How Do I Get More Clients?

Social Security Lead Gen is your 24/7 prospecting partner. It’s the perfect complement to Cash Flow Decisions (or any other Social Security tool). Add it to your other prospecting methods to boost your results.

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Catch Prospects When They First Start Looking

Many prospects for Social Security and retirement planning first start researching online. You can use your website, Google Adwords, social media, postcards, and other printed material to direct interested prospects to your personal Social Security site.

Your Own Personal Social Security URL

With Social Security Lead Gen you get your own personal URL. Think of it as a mini-website that gives your prospects an interactive playground to explore their Social Security benefit options.

Prospects can play with their Social Security options on their computer, tablet, or even their smartphone. Unlike other Social Security prospecting sites, they see their numbers — not hypothetical case studies. Prospects self-qualify by playing with their benefit projections and seeing how their choices compare with optimal Social Security planning.

  • Include the url in your e-mail signature
  • Add a link from your website
  • Promote your url with online ads or social media
SEE A SAMPLE URL

Your Own QR Code

With your Social Security Lead Gen subscription you’ll have your own QR Code that will take the prospect directly to your Social Security site on their smartphone. That’s a good thing too. More searching is done on smartphones and tablets than anywhere else.

Try it for yourself! Point your smartphone’s QR Code app at this QR code and go to our sample site. If you don't know how to use QR codes with your phone, this link will tell you how.

  • Put your QR code on the back of a business card, brochures, postcards, or seminar materials.
  • Don’t worry if some prospects don’t know what they are. The ones who do will appreciate the convenience; the ones who don’t will ignore it (they also make you look smart and tech savvy).

Step 1—Point Consumers to Your Site

Begin marketing to direct customers to your personalized site.

  • Add a link to your personal website
  • Include a link in your e-mail footer
  • Print your URL or QR code on marketing materials

Step 2—Consumers Walk Through the Tool

Prospects self-qualify by playing with their benefit projections and seeing how their choices compare with optimal Social Security planning.

  • Fully responsive for use on desktop, tablet or mobile devices
  • Prospects see their real numbers, not hypothetical case studies.

Step 3—You're Notified of a New Lead

If the prospect submits their contact information after reviewing their results, you will immediately receive an e-mail notification, and the lead will appear in your PlanFacts leads dashboard. From there you can:

  • Follow up on the lead
  • Review the submitted data
  • Create a new case directly from the lead

Step 4—Start a Financial Plan

The data collected by your site is automatically shared with your other PlanFacts tools, allowing you to quickly and easily create a detailed financial plan for each client based on the information they've submitted.

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Social Security Pro

Social Security answers your client's will understand.

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Cash Flow Decisions

Maximize Social Security and cash flow.

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A Professional Lead Generation Solution

  • Personalized for you
  • Your own unique URL
  • Your own QR Code
  • Professional design
  • Integrates seamlessly with Social Security Pro and Cash Flow Decisions

Try it Now, Risk Free

Use our 14-day free trial to experience the advantage that lead generation software gives to your practive.

Monthly

$20

Includes a 14-day free trial, and you can cancel your payment at any time.

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Annual

$199

Includes a 14-day free trial, and you can cancel your payment at any time.

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Bundle Pricing

Save 60%

Save over 60% when you bundle products, compared to purchasing them individually.

SEE BUNDLE PRICING