Social Security Lead Gen

Financial Advisors often ask, “How can I get more clients?”

If you’re like most financial advisors, a continuing source of quality leads is your biggest challenge. Quality leads are people who want to talk to you, and with Social Security Lead Gen as your personal 24/7 prospecting partner, you’ll soon be having a lot more conversations!

Impact’s Lead Gen software gives advisors another way to increase their value to clients.

Advisors get their own personalized website where prospective clients can play with their own data to see how optimizing their Social Security filing can affect their lifetime benefits. The clear, easy-to-use site results in self-qualified leads. And when a prospective client takes action, you’ll receive a notification email and the lead goes straight to the Leads tab within your PlanFacts™ account.

And this leading edge software is optimized for devices consumers actually use–laptops, tablets, and smartphones.

Your Professional 24/7 Lead Generation Solution

Impact's Lead Gen software gives advisors another way to increase their value to clients and gives them quality leads.

  • Personalized for you
  • Your own unique URL
  • Your own QR code
  • Professional design
  • Integrates seamlessly with Social Security Pro

Catch Prospects When They First Start Looking

When you direct or attract interested prospects to your personal Social Security website, they get a personalized experience of playing with their actual numbers, unlike with other Social Security prospecting sites.  With Social Security Lead Gen, use any device, such as computer, tablet or a smartphone to self-qualify by playing with the benefit projections and seeing how their choices compare with optimal Social Security planning.

Leads Go Directly to your Lead Dashboard

When prospects submit their contact information, you’ll immediately receive an email notification. That lead also goes straight to your PlanFacts Lead Dashboard. From there, you can follow-up and even create a new Social Security Pro case directly from the lead.

See for Yourself–Risk Free!

Impact offers a 14 day free trial so you can experience the advantage lead generation software gives your practice. Click for a monthly or annual subscription to get started!

Subscribe to monthly Lead Gen tool from Impact to get high quality leads and grow your assets.Financial Advisors can get more self-qualified leads using Impact's Lead Gen software