STEP #3: Choose Your Retirement Planning Lead Generation Package
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LEVEL 1 LEAD GEN PACKAGE
$
3250
Run from the Plan Wise brand on your behalf
  • 15 EXCLUSIVE Report Leads / $500 Guarantee
  • High-End Appointment Tools
  • Appointment Confirmation Process
  • Exclusive Territory
  • Co-branded, Custom Landing Page
  • Co-branded, Custom Presentation
  • Co-branded, 75-Day InfusionSoft Conversion Funnel
  • NEW: Automated Appointment Setting
  • Lead Gen Process Training
LEVEL 2 LEAD GEN PACKAGE
$
5000
Run from the Plan Wise brand on your behalf
  • BEST VALUE
  • 25 EXCLUSIVE Report Leads / $750 Guarantee
  • High-End Appointment Tools
  • Appointment Confirmation Process
  • Exclusive Territory
  • Co-branded, Custom Landing Page
  • Co-branded, Custom Presentation
  • Co-branded, 75-Day InfusionSoft Conversion Funnel
  • NEW: Automated Appointment Setting
  • Lead Gen Process Training
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