Budget Saver Telemarketing Package - $4950
Concierge Service - Add 10%

(50 Securities Rep Referrals Guaranteed**)

Guarantees for calling by 3-Digit Zip Codes, Area Codes or Counties
will result in a negotiated reduction of the above Guarantee

  • 50 Hours of Securities Rep recruiting via Telemarketing
  • Enterprise Version of DSM3 - 120 Days
  • Script Creation
  • Marketing Consultation
  • Full Reporting
  • No hidden charges

Basic Telemarketing Package - $6950
Concierge Service - Add 10%

(100 Securities Rep Referrals Guaranteed**)

Guarantees for calling by 3-Digit Zip Codes, Area Codes or Counties
will result in a negotiated reduction of the above Guarantee

  • 100 Hours of Securities Rep recruiting via Telemarketing
  • Enterprise Version of DSM3 - 120 Days
  • Script Creation
  • Marketing Consultation
  • Full Reporting
  • No hidden charges

Standard Telemarketing Package - $11,950
Concierge Service - Add 10%

(200 Securities Rep Referrals Guaranteed**)

Guarantees for calling by 3-Digit Zip Codes, Area Codes or Counties
will result in a negotiated reduction of the above Guarantee

  • 200 Hours of Securities Rep recruiting via Telemarketing
  • Enterprise Version of DSM3 - 120 Days
  • Script Creation
  • Marketing Consultation
  • Full Reporting
  • No hidden charges

Preferred Telemarketing Package - $21,950
Concierge Service - Add 10%

(400 Securities Rep Referrals Guaranteed**)

Guarantees for calling by 3-Digit Zip Codes, Area Codes or Counties
will result in a negotiated reduction of the above Guarantee

  • 400 Hours of Securities Rep recruiting via Telemarketing
  • Enterprise Version of DSM3 - 180 Days
  • Script Creation
  • Marketing Consultation
  • Full Reporting
  • No hidden charges

Premier Telemarketing Package - $39,950
Concierge Service - Add 10%

(800 Securities Rep Referrals Guaranteed**)

Guarantees for calling by 3-Digit Zip Codes, Area Codes or Counties
will result in a negotiated reduction of the above Guarantee

  • 800 Hours of Securities Rep recruiting via Telemarketing
  • Enterprise Version of DSM3 - 220 Days
  • Script Creation
  • Marketing Consultation
  • Full Reporting
  • No hidden charges

Criteria

  1. Reps will currently be generating at least $50,000 in GDC/commissions and, i) will be willing to switch from their existing BrokerDealer, ii) Hold at least a series 6 securities license and iii) understand the Customer’s value proposition and are expecting their phone call.

  2. If customer requires a minimum of $75,000 in GDC/commissions, the above guarantees are reduced by 25%

  3. If customer requires a minimum of $100,000 in GDC/commissions, the above guarantees are reduced by 50%

  4. If customer requires a minimum of $150,000 in GDC/commissions, the above guarantees are reduced by 66.66%

  5. If customer requires a minimum of $200,000 in GDC/commissions, the above guarantees are reduced by 75%

Other criteria are negotiable such as additional Securities Licenses and higher GCD/Commission thresholds.

Any Questions? Contact Vince Bono
800-805-Bono (800-805-2666) Ext 10
bono@insuranceiq.com
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