..from a retired IMO who got the list from a certain carrier he did a lot of business with.
The list includes clients who purchased term, IUL, and annuities going back at least 15 years, so they are mixed - although mostly term. There are approximately 40,000+.. a lot. Every state in the US
Names, addresses, phone numbers, type of product purchased and premium. I also know if the writing agent is active or not - most of them are not.
In talks with this retired IMO who wants me to work them. He will give me the "leads" for free and I split any business I write. He wants to test it out first on a small scale.
My idea is to call the client and try to make an appointment for a review. His idea is to do a 'drop by', which he says he has had some success with in the past.
I also might want to bring in a couple of guys in my area (Northern Calif) to test these out with me.
I really think the best way to do this is to call first, then possibly physically drop by as a last resort. He's adamant about door-knocking with these (in my area, at least)
Thoughts? Ideas?
The list includes clients who purchased term, IUL, and annuities going back at least 15 years, so they are mixed - although mostly term. There are approximately 40,000+.. a lot. Every state in the US
Names, addresses, phone numbers, type of product purchased and premium. I also know if the writing agent is active or not - most of them are not.
In talks with this retired IMO who wants me to work them. He will give me the "leads" for free and I split any business I write. He wants to test it out first on a small scale.
My idea is to call the client and try to make an appointment for a review. His idea is to do a 'drop by', which he says he has had some success with in the past.
I also might want to bring in a couple of guys in my area (Northern Calif) to test these out with me.
I really think the best way to do this is to call first, then possibly physically drop by as a last resort. He's adamant about door-knocking with these (in my area, at least)
Thoughts? Ideas?