Confident Choice® is a turnkey, presales web service that bridges the gap between qualified leads and licensed sellers of financial and insurance products.  It is designed to:

  • Acquire prospective customers who are uncertain about the right solution
  • Engage prospects emotionally by showing them the actual solutions that people like them have purchased to meet similar needs--and why
  • Motivate prospects to connect with a financial professional who can provide the specific solutions that will meet their needs
  • Identify qualified prospects, segment them, and match them to the providers that are aligned with their needs.
  • Deliver more in-depth prospect information and needs to the provider before the sales close conversation starts
Confident Choice
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