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referred lead cards example
by: Ted

You will need to get them printed up by a local printer. The bottom half must be minimum of postcard size so it can be mailed. If you want to make up a draft and send it to me, I will proof read it for you before you get it printed. Below is an outline of how it should look. You need to have a perforated line in middle of card so you can tear bottom half off and send bottom half to prospect/referral. Use the contact me button on my website to contact me for further help or e-mail me at insurance.learning.center@gmail.com

Ted

>>>>>>>>>>>>>>> Card example shown below


Example of generic referral card- to be made up to meet postal mailing regulations


Referral Name: __________________________________________________________

Address: __________________________________________________________

Phone: __________________________________________________________

Referral information section

Referrals Occupation:

Wife's name:

Number children:

Additional information:


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Perforated cut line to separate top card for your file and bottom ½ to mail

Use this bottom 1/2 is for mailing

To: _____________________________(Mr./Mrs Referral Prospect) (print referral name)

I recently had the opportunity to visit with (your agent name) about some very interesting ideas and concepts related to my financial life. I thought some of these idea's he shared with me might be of interest to you.(your agent name)will be calling you.

Joe clients signature_________<<<< Have client sign here and then mail next day.

*Notations - Do not put in an envelope. It should be a (3' X 5' card) or minimum postcard size as determined by post office. If you mail to prospect in envelope, it may be considered junk mail and thrown in garbage without prospect even opening it. Use backside to hand write clients name and address.

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