Family Wealth Secrets Online Magazine

Lead Distribution Authorization Form

I understand that marketing efforts executed by the Family Wealth Planning Institute, which generate Leads in my area will result in a $10.00 administrative charge before such Lead data is distributed to me.

Lead is defined as a person submitting their information to the Family Wealth Planning Institute that does not come through one of my affiliate links. Lead data is defined as two or more of the following pieces of information:

The Family Wealth Planning Institute will make every attempt to collect all of the information noted above but guarantees to always collect at least two pieces of information, such as a name and email address, name and mailing address, or a name and phone number.

The $10 administrative charge will cover Family Wealth Planning Institute’s fulfillment of whatever was requested by the Lead, including any shipping and handling charges incurred.

Leads are assigned by a zip code matching basis or a 30 mile radius match; if the lead is not within 30 miles of your firm the lead will not be assigned to you.

I agree to pay the $10.00 administrative charge per Lead that is assigned to me. I agree to put this Lead on my house list and to continue to communicate with this Lead through regular mailings of my monthly newsletter and marketing pieces until this Lead either requests a Family Wealth Planning Session and becomes a client or asks to be removed from my house list.