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Review 12/27/2007
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Paid the fee for 40 preset appointments and started getting so called appointments. Upon arrival to the appointments was greeted with "I thought you were going to drop off some information". I worked dilligently to get into the prospects home for a presentation and fact finding meeting but unfortunately never got the in the door. This happened over and over again with most people not remembering anyone calling to set an appointment in the first place.
If you are a high pressure type then you could probably get some return on your investment. However, if you are trying to really help people with retirement planning then this is definately not the way to go.
I asked for better set appointments and was informed that that was the best they could do. I went out on a few more calls with the same results. No refund period! You pay in advance hoping that they do what they say? Run the other way.
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