AUTOMATED PROSPECTING PROGRAM
ENROLLMENT FORM

Please complete the form below to enroll in the Automated Prospecting Program. After receiving your enrollment confirmation, a member of our team will contact you for your billing information and to confirm your personalized program. If you have any questions when completing this form, please contact our Sales team at 1-800-243-5334 or sales@ltmclientmarketing.com.

Prospecting List:
I want LTM Client Marketing to provide list of prospects that are likely to use a financial professional for financial planning.

I will provide my own list of prospects for the program.

To select multiple, press CTRL + Click.To unselect all, CTRL click selected.
Age:*
Gender:*

Education:*
Estimated Income:*

Net Worth:*
Household Composition:*

Dwelling Type:*

Additional Prospect Profile Attributes
  • No Additional Attributes Selected (Standard Plan) = $.75
  • Up to 2 Additional Attributes Selected (Plus Plan) = $.80
  • 3 - 7 attributes selected (Premium Plan) = $.90
  • If 8 or more selected add $.025 for each onto $.90

To select multiple, press CTRL + Click. To unselect all, CTRL click selected.
Estimated Investable Assets:
Predicts the household annual amount of investable assets.
Estimated Household Debt Level:
Predicts the household annual level of financial debt.

Investor Experience Level:
Predicts individual's level of experience to make decisions about their investments.
Insurance Responder Index:
Predicts likelihood individual to respond to an insurance marketing offer.

Insurance Index - Term Life:
Predicts likelihood individual to respond to a term life insurance marketing offer.
Insurance Index - Whole Life:
Predicts likelihood individual to respond to a term life insurance marketing offer.

Annuity Responder Index:
Predicts likelihood individual between 60-75 to respond to an annuity insurance marketing offer.
Investment Risk Tolerance:
Predicts likelihood individual to respond to a term life insurance marketing offer.

Home Value:
Returns assessed home value at address level.
Yes
No

Investment Survey:
Completed with an answer indicating they have one of the following: Investments, 401K, CD, IRA, Life Insurance, Medicare, Mutual Funds, No Medical, Real Estate, Stock (each topic is separate, $.025 each).


Please include photo, logo, and business card. If you are providing your own prospecting list please upload, too.
Click "+" for more files
I have read and I consent to the below Limitation of Liability.

LIMITATION OF LIABILITY: LTM Marketing Specialists LLC (“LTM”) sole liability to the customer or any third party for claims, notwithstanding the forms of such claims, for any error or omission in the service, or late delivery or unavailability of the services, shall be to correct the error and provide the services as promptly as possible. In no event will LTM be responsible for special, indirect, incidental or consequential damages which the customer may incur or experience on account of entering into or relying on this agreement. The customer hereby releases and forever discharges LTM for any and all action, claims, demands, costs, expenses and compensation whatsoever, in connection with the foregoing.

I understand that I will receive proofs of each touch point to review and approve as part of the onboarding process for the program. I will provide LTM my credit card information securely upon request after enrollment, and understand my credit card will be charged monthly. Charges to my card will appear as LTM Marketing Specialists.

This authorization is to remain in effect until LTM has received written notification of termination from me in such time and in such manner as to afford LTM a reasonable opportunity to cancel my order in a timely and favorable fashion.