LEAD SAMPLE CATALOG - TargetLeads

[Pages:20]LEAD SAMPLE CATALOG

959 W Ralph Hall Pkwy Ste 101 Rockwall, TX 75032 (800) 723-5254

info@



Copyright ? 2021. Senior Direct, Inc. All rights reserved. All text and content set forth herein is protected under United States and international copyright laws and treaties, and may not be reproduced, distributed, displayed, or performed publicly, or derivative works made thereof, without the prior express written permission of Senior Direct, Inc. Any violation of the exclusive rights of Senior Direct, Inc. will be prosecuted to the full extent of the law.

HOW TO PLACE A LEAD ORDER

1. PICK YOUR MAILER - we have a number of predesigned samples for senior insurance mailers that you can choose from. Samples are included in our lead sample catalog. If you don't see what you are looking for, let us know. We have numerous options!

2. GET A COUNT - you can run your own count by visiting our website at and clicking "Tools" then click "Run Counts". Or you can call/email us and we would be happy to run the count for you. Please let us know the age, income and any other criteria you want to target as well as the zips/counties you want to select. We will run the counts and email you the totals usually within 1-2 hours at the most.

3. PLACE YOUR ORDER - Once you have selected the mailer you want to use and have finalized your count, you can place your order. You can use one of our online order forms at under the "Tools" tab. Or you can call us, email us or

Lead Order Form Z(FAPiDMperTgemcieymacoa/ipidDnlloeeeeggOrsoPr,iBcfanrSoi:pcmoCdlhru_aeiFid_ticyo'le_se:Sfs_,rep_as:lei_neel_cdecqt_c/eio_toYiyr_noo_cnsu_qo:qqb_uw(y_nCONFa_atoinri_gnemti_easf_,tlbyo(ioElnoimxscuLtopaerimeaainnldnOe:Isone_ytarch_ondoe_udemr_r:rd__eowo__wRf_e_qna_qlp_ln_ir_cngA_e_oMgef__une:_e_tnnry_d_t_eup,_._n_iept_S__cy.u_u_e_t_A)p__y_pn_o_lMy_eu__mar_a_d_qie_dl_nue_i_tert_ir_oCy_no_naqql_ulo_msrT_De:b6_luee5_qacrO_lths_WmEe_wlri_hietig_il:qPtli__ebOb__lAe_e_qB/__EaS(_o$_PnPN1_x_i5an_Pe_pdk_s_e?d_r_:i_1_qtqq,i_0_o0__nYO0qL__aae_to_dYlhl)nd_lecoig_trhiwo:_qaTn__raeg__lrNqfe_m_o.r__)Gy__Ce__rlale_o_rewe__n__gr__ee_q_n__o__Br__blu__lue__e)

fa4ohowwav.rariexddlavlCeeiuuetlaarrsOs.bkacuwNlepoeOaiFptnlabhnlIryfipyRocyrpsemvPoMtxeuDawadrY3rFtetio-Oot5sorhhndUeneba.eeRruvroei.PnesrqOligAdenurReeaeerPrecsDssDtseecs.EFpiovdnRWonoeaonfifdh-ytsreoaAsmeyu.tf.eostrta.oevultyweerirpooraiwrtanudiihsnepriaotnpmornraterrdooddn1cesveed-rtw2aricfvmelowowearanmihenlyvilaledoeNivyskuneyoOsirieonuTorfnurreortorsodcufmtopreeradrairLrv,emytyeewropma.aduerdieo!lOpAnSdcanLetaaycWsmitmneespAf.ieionlnYenrgmsStthucfaseonaterittmoainlynldaoyo,ioguali,utrnor You may also place your order online at SIPiBCghlqIePinafaElaPvaCalrApsCimdhteABynqeiauqdqotoiLgayis#mryn_sdln_mTeeiNiT:le:eSA_lgrneei_e:DLaN_nenLp__coargnq_d_b#ds_diua_agd_tPuL_cd_sL:ebya_nnp_d_m:cDa_r_aesP_y:_elyl_r_eson/__aa_ineuea_be_Sa_sc_ncndN___sddll_Ees_maa_p_rfildMs___:Mr_/iva_etx_e__:sror__pe_md__eS_tcpe_m_a_reqao__l_ri__Li_qher_n__etna___ayeS___umi_ai_:_lacoe__tp_ssC___h_eg_iM__gaIsft__a_om___s_ei:(n_h_r_ei__p_ttnqL___dr_les_erhe__q__:_pq___t,_Atecad_oe__(r___hi__a_pk_VLu_f__inN__mq_oSd___l_oc_l_e_imeg__u_ds_sD_t__tn_aa__ar__iaa_t__:_y_adiweo_s__noh__l_s____edesn___oita__h_p__t__lids___wfrrq___ilt_ii___:s_idd_pyer__ln___q_bei_____leec___l___cqh_eaM_l____sfrei___o___tua_ns__._Mbo__s_b__p:r___Cer_c___e___ytd_a_@yn____oah______:nc__dc___n_ne_____(o_d__ae___n_$e_____tpf_ot____q_ye_2aoo__a___i_m__d___e_5nl_____O_er__ls_____D__o__an_pgi_d_r____n(__n_w__t_ed_ui_A___ee_q_s_d___qr_eA_p_ir___c____tnd__r_e1_l_uo___L_li___gd__d_,__cpYve____0F_L______a_li$ei____e0a__a_o__nn_t__r2z__s__0ex___a__fd___i0___to_)d___p__l_h_q_q__s_Nr_ie_+__ps___es__m___.d___e__ta@_u_q_cSC__N_rE_a__m__(_nt____H_o$to_R____1om_l__i$eC___3e_o____,_mM_y__0__a_s_on_a____p_o__s0i___s_n:_F__l_e_u__0wh___o____ar_o_r_C_)i___t__xi__e__h1__at__r_a____rh__e,_c#___r_'0___E_rcd_sf_:_s___0w___o_x:_a_c____C_0____u_pa_i_____xq_)_s__h_nnSi______e_r___e_nt_t_a_____tc_a__N_ned_t___h___kt__i__doa_e_oo_________tii___n__i__el__s_c__m_y___d____o_C_D____q____qa_tfn____oh__a__g__o_f____net_i__e__P_e_rv_qp_rn_t__s_m___:ra_i_e_m.___ia___hc___r_n_a_C___t__aH___e_t_tt____rrih__N_m____mtoa_de___o_____o__radn_c_a__uo__d____m_oii____sn__nt_l____9pc___a_et__e_C_(___oih_n__:$_e7__e______ap/_d__d2_s___y___r_2_i___e5___de_e=_w_____d__-_sa_______p__i__$7r_____wl___e_____l___o___r2____i___m___n__l____1__2_l_____S___a_,dZ___n_0___-_ie___u___oil_0___2c___p_p___tt_0q________ol#7___b_)___i_____:c___e_y__6___L____a____o_____s____te9____ue__h______a_____.__i___d___l_op____i_________nspA_________t____ce______c____(e___d____c$_________)_a__o_2____________u_0____w________n__________pe___t__________ee__________k__r___________)___1___________,_____0__________0______0____)_______

LEAD DELIVERY METHOD - WHAT TO KNOW...

We offer two options for lead delivery

1. Scan and Ship - with this option, we scan the leads daily as they come in and upload them to an online portal. Our system sends an email to let you know you have new leads so you can log in and view them. Then, once a week, we mail the original response cards to you. 2. TL LeadManager - TL LeadManager (TLLM) is our proprietary contact management system. If you choose this option, we will data enter the responses into TLLM as they come in along with a scanned image of the lead. With this option, we do NOT mail the original response cards to you. TLLM is FREE to clients mailing regularly with us (mailing at least 1000 pieces a month). If you are not mailing regularly but still want TLLM, it is simply $40 per month for each month you did not do a mailing with us. TLLM can be used with your existing client/prospect list and leads from other lead sources can be imported as well. For more information on TL LeadManager, email our TLLM support team at tllm@.

Prospecting Lists and Direct Mail Leads

PROSPECTING LISTS

TARGETLEADS has prospecting lists for all areas of your business. Target consumers by exact age (ages 18+), income, dwelling type, marital status, ethnicity, net worth, gender and more! Business lists can be segmented by SIC Code or yellow pages heading, by number of employees, sales volume, etc... Looking to recruit new agents for your sales force? Try one of our licensed agent lists for your next mailing or telemarketing campaign. We've also got numerous specialty lists including ailment lists and new homeowners lists. Give us a try!

? Consumer Lists ? Business Lists ? Ailment Lists ? New Homeowners Lists ? And more!

DIRECT MAIL LEADS

Senior Leads are our specialty. Medicare Supplement leads, Final Expense leads, Long-Term Care leads, Annuity leads, Living Trust leads, Combination leads... we've got them all!

Our sample leads are generic and are not preprinted so they can easily be customized to meet any compliance needs or personalized to include your agency name and phone number, for example.

Our proven bifold format is available on white or pink stock! (Yellow, green and blue stock available for $10 per 1,000

additional)

Pricing is for the full turn key program and includes the list to mail to with age and income selection, the forms, printing, mailshop, outbound and inbound postage and shipping the leads to you weekly. We also scan the leads and upload them to our website daily at no extra charge for you to pick up electronically. Or we can data them into our TL LeadManager software for you (see page 18).

1-800-723-5254



Copyright (c) 2021 Senior Direct, Inc. All rights reserved

FAQS FAQS FAQS

What types of leads do you sell? TargetLeads? direct marketing services are specialized for the senior market. We have predesigned, proven samples for: Medicare, Final Expense, Long Term Care, and Annuities/Probate. Call or email us today for samples or request information on our website at . What does your turn-key mailing price include? Our price includes: selecting names to mail by age and income; forms, printing and mail shop; the average outgoing bulk postage up to $279/M on bifold format; response postage and handling; as well as daily lead delivery. There are other agents that I know are mailing my areas. Do you allow multiple orders in the same areas at the same time? TargetLeads? protects the names you mail for 90 days. We do not allow any other customer to mail those same names for 90 days, which should allow you plenty of time to start getting leads back and start working them. We also protect the names regardless of mail piece used. That means if you mail a LTC piece today, we won't remail the same names tomorrow for another client who wants to mail an annuity piece. Those HOUSEHOLDS are completely yours for 90 days. How long will it take to start getting leads? From the time your order is finalized, and payment is received, you should start receiving leads in an average of 15 business days from order date How can I pay for these leads? TargetLeads? accepts most forms of payment: check, money order, cashier's check, American Express, MasterCard, Visa and Discover. Paying by credit card can get your order started immediately. Do you choose the age and income selects to mail to or can I specify what demographics I am looking for? Every customer gets to specify his/her own demographic preferences. Our mailing prices includes selecting: exact age, income, dwelling type (i.e. Omit PO Boxes or only single family dwellings). Additional selections, like marital status, gender, ethnicity and homeowners, are available at an additional charge. Phone #'s are important to me. Do you guarantee 100% of my replies will have filled out their phone #? No, TargetLeads? cannot guarantee that 100% of consumers will fill out their phone number. However, we can provide alternate solutions. We can mail to "phone verified" names, which are names known to have a phone number. Selecting "phone verified" is NO ADDITIONAL CHARGE. We can provide the phone number on file for each reply for an additional fee of $10 per 1,000. Are the phone numbers on your lists scrubbed against the Do Not Call lists? Yes, we scrub our lists against both federal & state Do Not Call lists monthly. For more information on the Do Not Call list, visit . Can I get a duplicate list of the names you are mailing to with their phone numbers on the list? Yes! TargetLeads? sells the duplicate list with name, address and a phone number when available. Additional output options are also available: month/year of birth, income keycoded, street sequence and more. Let your sales representative know specifically what you would like to receive. Are your leads available on a per lead basis? No, we currently do not offer a per lead option... our pricing is per 1,000 pieces mailed. Whatever number of leads come in from the mailing are yours and are forwarded to you each week. Do you resell old leads (often called "B" leads)? No. NEVER. We keycode each lead with the account number and job number. This way we know what agent each response was mailed for. The responses from that mailing ONLY go to that agent and no one else. We never make copies and resell old leads. Are my leads available electronically? Yes, we upload leads daily. You will be assigned a user name and password that can be used to sign in to our Lead Status section. You can view, print or save your leads to your computer. We also offer a full contact management software solution, TL LeadManager?. What options do you offer for delivery of the leads? 1. Scan and Ship - with this option, we scan the leads daily as they come in and upload them to an online portal. Our system sends an email to let you know you have new leads, so you can log in and view them. Then, once a week, we mail the original response cards to you. 2. TL LeadManager - TL LeadManager (TLLM) is our proprietary contact management system. If you choose this option, we will data enter the responses into TLLM as they come in along with a scanned image of the lead. With this option, we do NOT mail the original response cards to you. TLLM is FREE to clients mailing regularly with us (mailing at least 1000 pieces a month). Is TL LeadManager available without a list or lead purchase? Yes! If you are not mailing regularly but still want TLLM, it is simply $40 per month for each month you did not do a mailing with us. TLLM can be used with your existing client/prospect list and leads from other lead sources can be imported as well. For more information on TL LeadManager, email our support team at tllm@.

TARGETLEADS ANNUITY SAMPLE B-CP10D

Information Important Retirement

Concerning

Updaates

& _____________________________ _____________________________ _____________________________

IMPORTANT RETIREMENT UPDATES

CONGRESS HAS PASSED LEGISLATION THAT STANDARDIZES ENTITLEMENT PROVISIONS FOR SENIORS AND RETIREES. THESE CHANGES MAY PROVIDE SENIORS TAX BENEFITS. AS A US CITIZEN

AGE 50 AND OVER, YOU MAY NOW LEARN HOW TO QUALIFY WITHOUT ANY COST UNDER FEDERAL AND STATE LAW.

FOR MORE INFORMATION, PLEASE FILL OUT AND MAIL BACK THIS NO OBLIGATION POSTAGE PAID CARD TODAY!

IMPORTANT NON-GOVERNMENTAL DOCUMENT ENCLOSED ON SUPPLEMENTAL INSURANCE BENEFITS OPEN IMMEDIATELY -- DO NOT DELAY

&

IMPORTANT - VERIFY ADDRESS BY MAILING POSTAGE-FREE CARD TODAY

Please check off your area(s) of interest in any or all of the 5 boxes listed below. Our information is FREE to persons age 50 and over.

q Reduce or eliminate taxes on Social Security & Interest Income. q Earn Higher Interest than on CDs with no risk to principal balance. q Pass your IRA/401k to your spouse, children and grandchildren so that it can maintain its Tax-Deferred status for multiple generations. q Protection from Stock Market Loss due to market volatility on your principal and

interest. q Elimination of Probate Fees & Federal Estate Taxes.

Name____________________Birth Date____________Phone_________________

Spouse___________________Birth Date____________

B-CP10D We provide reliable, appropriate and suitable information to Seniors on educational and insurance related matters. If time allows, the information you requested will be delivered by a representative. These representatives and/or any company they represent are not connected with or endorsed by the US Government or any State agency.

B-CP10D We provide reliable, appropriate and suitable information to Seniors on educational and insurance related matters. If time allows, the information you requested will be delivered by a representative. These representatives and/or any company they represent are not connected with or endorsed by the US Government or any State agency.

NOW AVAILABLE IN WHITE OR PINK STOCK

To get counts in your areas or to place an order, call TARGETLEADS at (800)723-5254 or email info@.

Texas, Washington, & Wisconsin require special disclaimers.

Suggested demographics: Ages 50-70/ $50K+ estimated income

Copyright ? 2021 Senior Direct, Inc. All rights reserved. All text and content set forth herein is protected under United States and international copyright laws and treaties, and may not be reproduced, distributed, displayed, or performed publicly, or derivative works made thereof, without the prior express written permission of Senior Direct, Inc. Any violation of the exclusive rights of Senior Direct, Inc. will be prosecuted to the full extent of the law.

TARGETLEADS FINAL EXPENSE SAMPLE B-FB3

Information BENEFIT INFORMATION FOR

Concerning

RESIDENTS

&

_____________________________ _____________________________ _____________________________

IMPORTANT NON-GOVERNMENTAL DOCUMENT ENCLOSED ON SUPPLEMENTAL INSURANCE BENEFITS OPEN IMMEDIATELY -- DO NOT DELAY

&

Send this card back today! q Please provide FREE information for residents on funeral expense benefits.

Name_____________________Birth Date____________Phone_______________

Spouse____________________Birth Date____________

To protect your privacy, fold and tape closed before mailing. Do not detach.

B-FB3

Benefit Information for Residents

You may qualify for a state-regulated program to pay for your final expenses regardless of your medical condition even if you have been turned down before.

It is important you know how to qualify for this benefit available to you. This benefit will pay for 100% of all funeral expenses up to . This payment is tax-free for residents.

You are entitled to receive this free information as a resident. Please fill out and mail back the attached postage paid inquiry card today.

B-FB3

PLEASE VERIFY THE ADDRESS FOR THIS INFORMATION REQUEST. THIS INFORMATION IS NOT AFFILIATED WITH OR ENDORSED BY GOVERNMENT AGENCIES. YOU MAY BE CONTACTED BY A LICENSED INSURANCE REPRESENTATIVE.

AVAILABLE IN WHITE OR PINK STOCK

(Yellow, Green and Blue available for $10 per 1,000 additional)

Texas, Washington, & Wisconsin require special disclaimers.

Suggested demographics: Ages 50-75/ Under $50K estimated income

Copyright ? 2021 Senior Direct, Inc. All rights reserved. All text and content set forth herein is protected under United States and international copyright laws and treaties, and may not be reproduced, distributed, displayed, or performed publicly, or derivative works made thereof, without the prior express written permission of Senior Direct, Inc. Any violation of the exclusive rights of Senior Direct, Inc. will be prosecuted to the full extent of the law.

Copyright (c) 2021 Senior Direct, Inc. All rights reserved

TARGETLEADS FINAL EXPENSE SAMPLE B-FE4L

Information NEW BENEFIT INFORMATION Concerning FOR CITIZENS

Don't Delay: Request will be processed in the order received. Please Return Today!

&

_____________________________ _____________________________ _____________________________

New Benefit Update for Citizens

This is a personal announcement to all citizens age 50-85.

You may now apply for a NEW state-regulated life insurance program to pay Final Expenses for just pennies a day, REGARDLESS OF YOUR MEDICAL CONDITION, EVEN IF YOU'VE BEEN TURNED DOWN BEFORE.

Return this card today and you will receive the latest information on how this Special Program will pay 100% of all funeral expenses not paid by government funds, up to (TAX FREE), for each citizen covered.

It is VERY IMPORTANT THAT YOU KNOW all the benefits available to you. To receive complete NO-COST information on this newly-approved plan DESIGNED FOR ALL CITIZENS, return this postage paid card TODAY.

TO SEE IF YOU QUALIFY, COMPLETE THIS POSTAGE PAID CARD TODAY TO RECEIVE THIS VITAL INFORMATION...

REQUESTS WILL BE PROCESSED IN THE ORDER RECEIVED.

IMPORTANT-- CITIZENS MAY ALSO RECEIVE A FREE MEMORIAL GUIDE BY RETURNING THIS POSTAGE?PAID CARD. B-FE4L

THIS INFORMATION IS NOT AFFILIATED WITH OR ENDORSED BY GOVERNMENT AGENCIES. ALL CITIZENS MAY APPLY FOR THIS PROGRAM REGARDLESS OF THEIR MEDICAL CONDITION. YOU MAY BE CONTACTED BY A LICENSED INSURANCE REPRESENTATIVE REGARDING THIS REQUEST. .

IMPORTANT NON-GOVERNMENTAL DOCUMENT ENCLOSED ON SUPPLEMENTAL INSURANCE BENEFITS OPEN IMMEDIATELY -- DO NOT DELAY

&

IMPORTANT - VERIFY ADDRESS BY MAILING POSTAGE-FREE CARD TODAY

Send this card back today! q Yes! Please see that I receive the information on the NEW state regulated life

insurance program designed for ALL citizens 50-85 including the NO-COST MEMORIAL GUIDE.

Name________________________Age____________Phone_________________ Spouse_______________________Age____________

B-FE4L

To protect your privacy, fold and tape closed before mailing. Do not detach.

NOW AVAILABLE IN WHITE OR PINK STOCK

(Yellow, Green and Blue available for $10 per 1,000 additional)

To get counts in your areas or to place an order, call TARGETLEADS at (800)723-5254 or email info@.

Texas, Washington, & Wisconsin require special disclaimers.

Suggested demographics: Ages 50-75/ Under $50K estimated income

Copyright ? 2021 Senior Direct, Inc. All rights reserved. All text and content set forth herein is protected under United States and international copyright laws and treaties, and may not be reproduced, distributed, displayed, or performed publicly, or derivative works made thereof, without the prior express written permission of Senior Direct, Inc. Any violation of the exclusive rights of Senior Direct, Inc. will be prosecuted to the full extent of the law.

TARGETLEADS FINAL EXPENSE SAMPLE B-SNL1D

Information BENEFIT INFORMATION Concerning FOR CITIZENS

Don't Delay: Request will be processed in the order received. Please Return Today!

&

_____________________________ _____________________________ _____________________________

Benefit Update for Citizens

This is a personal announcement to all citizens age 40-90.

You may now apply for an affordable State Name-regulated life insurance program to pay Final Expenses, REGARDLESS OF YOUR MEDICAL CONDITION, EVEN IF YOU'VE BEEN TURNED DOWN BEFORE.

Return this card today and you will receive the latest information on how this Special Program will pay 100% of all funeral expenses not paid by government funds, up to (TAX FREE), for each citizen covered.

It is VERY IMPORTANT THAT YOU KNOW all the benefits available to you. To receive complete NO-COST information on this plan DESIGNED FOR ALL CITIZENS, return this postage paid card TODAY.

TO SEE IF YOU QUALIFY, COMPLETE THIS POSTAGE PAID CARD TODAY TO RECEIVE THIS VITAL INFORMATION...

REQUESTS WILL BE PROCESSED IN THE ORDER RECEIVED.

B-SNL1D

PLEASE VERIFY THE ADDRESS FOR THIS INFORMATION REQUEST. THIS INFORMATION IS NOT AFFILIATED WITH OR ENDORSED BY GOVERNMENT AGENCIES. ALL citizens MAY APPLY FOR THIS PROGRAM REGARDLESS OF THEIR MEDICAL CONDITION.

IMPORTANT NON-GOVERNMENTAL DOCUMENT ENCLOSED REGARDING SUPPLEMENTAL INSURANCE BENEFITS OPEN IMMEDIATELY -- DO NOT DELAY

&

Send this card back today!

q Yes! Please see that I receive the information on the State Name regulated life

insurance program designed for ALL citizens 40-90. Check Benefit Requested:

( ) $2,500 ( ) $5,000 ( ) $10,000 ( ) $15,000 ( ) $25,000 ( ) Other

Name________________________Age____________Phone_________________ Spouse_______________________Age____________

B-SNL1D We provide reliable, appropriate and suitable information to Seniors on educational and insurance related matters. If time allows, the information you requested will be delivered by a representative. These representatives and/or any company they represent are not connected with or endorsed by the US Government or any State Name agency.

NOW AVAILABLE IN WHITE OR PINK STOCK

(Yellow, Green and Blue stock available for $10 per 1,000 additional)

To get counts in your areas or to place an order, call TARGETLEADS at (800)723-5254 or email info@.

Texas, Washington, & Wisconsin require special disclaimers.

Suggested demographics: Ages 50-75/ Under $50K estimated income

Copyright ? 2021 Senior Direct, Inc. All rights reserved. All text and content set forth herein is protected under United States and international copyright laws and treaties, and may not be reproduced, distributed, displayed, or performed publicly, or derivative works made thereof, without the prior express written permission of Senior Direct, Inc. Any violation of the exclusive rights of Senior Direct, Inc. will be prosecuted to the full extent of the law.

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