Retirementprospects Recensioni 

10
TrustScore 4 su 5

3,8

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Dettagli dell'azienda

Scritti dall'azienda

Retirement Prospects assists financial advisors and life insurance professionals to rapidly gain new clients. Over 29,000 professionals served since 2002.


Informazioni di contatto

3,8

Molto buono

TrustScore 4 su 5

10 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
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3,8

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7 recensioni negli ultimi 12 mesi

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Valutata 5 stelle su 5

No complaints from me

No complaints from me. The service has operated as represented and expected. I am getting two to three prospects per day which is a good flow for me and I’m finding these prospects to be welcoming to my call. Not everyone is ready to have a meeting or move forward but I’m getting enough prospects to either meet on zoom or face to face, since some of these people live close to me. It’s now up to me to convert these prospects to clients.

21 marzo 2026
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Risposta di Retirementprospects

Thank you for the feedback and to your continued success!

Valutata 5 stelle su 5

I have been using the service for about…

I have been using the service for about 6 weeks and received about 30 prospects. Of those, I have completed 3 appointments and 2 of them signed transfer forms. I have 2 more appointments scheduled. Not everyone picks up on the first or even second call and I am very diligent in calling until they answer their phone and that has helped me significantly. Obviously, using the system requires some effort but a lot less than would be needed if I tried to do replicate this on my own.

23 aprile 2026
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Risposta di Retirementprospects

Glad to hear pf excellent results. Thank you.

Valutata 5 stelle su 5

Very satisfied

Very satisfied. While not every prospect is a good candidate, I have received many who are a very good fit with my business. The booklet does a good job of introducing me so my call is well received. I have met a few over zoom and two face to face as they were very close to me. I estimate from the first 2 months, I will have 3 new clients. I suspect that other prospects I have contacted I can recontact and move them forward.

2 marzo 2026
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Risposta di Retirementprospects

Great to hear!

Valutata 1 stelle su 5

They are scammers. Steer clear.

They are scammers. The "prospects" are people who live in the specified geographical area who may have some interest in the topics, sign up to receive the magic booklets, but are DEFINITELY NOT interested in buying anything and are OFTEN BROKE. The booklets they "publish" for you and encourage you to send to prospects through US Mail are garbage. The company forces you to commit for 2 weeks at a time, claiming they prepay for the ads. But that is just a ruse to trap people. They don't offer refunds. Customer support is email only. Nobody will talk to you, including the sales rep who contacted you. Their sales rep pitched the lie that "We have been doing this for 20 years and we know where the fish are". It would be a minor miracle for any of these prospects to convert into a sale. I got duped. My worst experience purchasing leads ever

10 novembre 2025
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Risposta di Retirementprospects

Of the hundreds of professionals we serve each year, we are always dismayed when a client does not have success. The handful of individuals who do not have success typically do not watch our training videos, do not read our guide, “How to follow up on Your Prospects,” and do not read any of the other instructions we provide them. We are not “scammers” and could not have lasted 24 years and served over 29,000 financial professionals.

The optional personalized booklets we suggest our clients use have been written by a retired CPA, CFP and are not “garbage.” This individual apparently likes to create labels like “scammers” and “garbage” for anything he does not understand. This is unfortunate and saddens us.

We are saddened by this comment from an individual who apparently did not understand the service or how to use the service even though we provide detailed videos, instructions and disclosures. Anyone can read the terms and agreement here as we have a policy of full disclosure https://retirementprospects.com/agreement/

Valutata 5 stelle su 5

All good so far

All good so far. I have talked to some good prospects without taking my time to find them. Fast response from client services department. The text messages module works well also as I got a prospect response in the first week. I have no complaints and look forward to converting these friendly prospects to clients.

7 ottobre 2025
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Risposta di Retirementprospects

Good to hear about your progress!

Valutata 1 stelle su 5

My Experience was TERRIBLE!

I really wanted this to work, that is the reason I signed up and spent $1k. I was told that it would be rare to receive 5 leads per day especially since I selected only a 10 mile radius. I should expect 1-2 per day. The first day I received 5 leads all in about a 1 hour time frame, with 4 of the 5 coming in within 10 minutes of each other. The second day I woke up at 6:45am to find that I already had 5 leads for the day. Again, all coming in around the same time...5:30am! So I received 10 leads in about a 16 hour time frame. I was able to speak to 7 out of the 10 and NONE of them had any clue what I was talking about. The leads from the 2nd day all said they were sleeping when these supposedly came in between 5:30 & 6am. They all said they NEVER filled out any form requesting the information I was told they requested, and more than one asked me not to call back because they had no interest in what I was calling about. I was told by their sales rep that these are not leads, these are prospects because they will have seen your picture, know who you are and have interest in why you're calling. That couldn't be further from the truth. Also, good luck getting any help after they get your money. They will not talk to you on the phone after you pay them. It's email only. I reached back out to my sales rep to try and resolve this and he sent me an email saying "Please do not call or email your business growth advisor".
I might as well have just cold called people out of the phone book and saved $1k with the same results.
Unless you just have money you're looking to get rid of, I highly recommend you stay away from this company.
They will try and tell you you're not successful because you didn't follow their process exactly...it does not matter what the process is when you're basically cold calling people that never requested information in the first place.

25 agosto 2025
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Risposta di Retirementprospects

We are always saddened by a customer who does not get good results with our system. This is especially true when we have implemented features into our system to solve every one of the issues this customer has raised.
Specifically:
1. We have a dedicated trained client services staff to assist customers with their accounts staffed seven days a week. Average response time is four hours during the day, 7 AM to 4 PM Pacific time.
2. We do not control the number prospects the customer receives. He controls that and we make that very clear in our documents and training videos. The customer has several ways to control their flow of prospects as documented here retirementprospects.com/leadflow
3. every prospect we send is a legitimate prospect request and we have proof. We use a third-party called Active Prospect to verify the legitimacy of every prospect request. In the case where the consumer does not recall making the request, we have special scripts to handle that as documented on page 24 of our guide “How to follow-up on your prospects”

All of the above is explained in our short training videos and we are very saddened when a customer ignores the features in our system and overlooks the training videos and does not succeed with our program. We will do better to be sure every customer is aware of these resources.

Valutata 5 stelle su 5

Two new clients in 2 weeks

Two new clients in 2 weeks. I think I will be able to close another 1 or 2 of the prospects I have already received. The first new client was an annuity for $118,000. The other client is a transfer of $240,000 from her brokerage firm. These are not huge clients but excellent bread and butter business generating noticeable additional income.

23 aprile 2025
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Risposta di Retirementprospects

awesome!

Valutata 1 stelle su 5

I really wanted this program to work as…

I really wanted this program to work as good as they said it does - Very disappointing and frustrating program - can set a tight radius for leads to about 2 miles so at least you can go door knock to try to resolve each prospect. Cannot see who received automated texts or emails from their system. Also, cannot pause account for 30 days by then you will probably be into it for $2000. Would be ok if the prospects were high intent but are not and I tried different categories. I wasted money and time.

19 marzo 2025
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Risposta di Retirementprospects

We are always dismayed when a user does not have success. We do send a weekly report that shows the text and email messages we have delivered to prospects.

Valutata 1 stelle su 5

THEY CONTINUE TO BILL YOU even if you didnt want more leads

Tried them and cut it after a month of dead end leads. The flow seems to be very appealing for the agent but 99% of the leads I received they charge me for dont ever remember or recall requesting any info.

The part that I really didnt like was when I joined, I was told I pay for and requested 30 leads. After they run out you would have the option to add 10 at a time. The PROBLEM, within your first 30 days you cant control the lead flow so they push you through 30 hyper fast so THEY can keep billing you $320 for batching of ten like crazy.

You cant pause it and only have the option to cancel completely (Which I did) I paid $2000+ for it and they just said that was my contract. When all I wanted was their $900 package to test the program. HORRIBLE!

READ every detail. Dont let them lock your card up and BILL YOU. This program seemed to have alot of upside but that Credit card billing clause is where they squeeze the lemon juice out of people. This was my experience. Maybe it was just me but felt like I was played. LESSON LEARNED.

13 marzo 2025
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Risposta di Retirementprospects

We have investigated and cannot find this customer in our records. Additionally, the information does not describe how our service works. We supply this document in writing describing how our service works and how it is billed and this is available for all to review: https://retirementprospects.com/agreement
We do not control the flow of prospects as each customer has those controls in his/her own account.

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