HEre's the Email received. It had the hilariously misspelled title "401k Rolover Business Proposal"
Hello Raymond James Advisor
With 2010 coming to a close, it brings goals and deadlines that need to be met. This makes prospecting an important part of maintaining a productive business. I have valuable information in your area that could greatly help your prospecting needs in obtaining new business.
I am sending you this because your products and services as well as being a Raymond James advisor is a better fit for these specific individuals. I have two specific groups of individuals located within 15 - 20 miles from your office location in MD.
The first group is 514 individuals who have unmoved retirement funds still with a previous employer. They have indicated over the last 30-60 days they are interested in finding out what options are available for them to move their funds to something more beneficial for their long term needs. Their age group is between 55 & 70, all confirmed homeowners, have retired or left their employment in the last 6-12 months, and have 350K invested in their retirement funds. This Group is $350
The second group is 329 individuals who have out of state accounts and are looking for a local transfer. They have also indicated over the last 30-60 days they have recently relocated to the area in the last 12 months, and are now interested in finding an advisor to make a local transfer. Their age group is between 35 & 60, all confirmed homeowners, have 100K in annual income, and 500K invested currently out of state. This Group is $300
If you feel you could take on both groups, I can do both for $500
This includes Scrubbing for national and state DNC, 100% Exclusivity, and a 2 for 1 replacement on any incorrect data. All information is prescreened and self-reported. I also have scripts available upon request.
Give me a call or email me if you or anyone else in your office would be interested.
Thank you.
James Simpson Sales Manager Office-
(636) 697-4835 Fax-
(636) 294-5686 www.jnsresources.com
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Not only poor spelling, but bad punctuation and grammar. Stay away from this guy.
=Bob D
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