RazorLeads

What is RazorLeads?

Razor Leads is a client facing retirement income calculator. RazorLeads will allow users to calculate their potential retirement income and compare it to that of the average planning Canadian. In addition, RazorLeads is about lead generation. After calculating their potential retirement income, users will have the option to connect with a RazorPlan advisor to further analyze their situation.

! Although RazorLeads is included automatically as part of a RazorPlan subscription, some organizations have chosen not to provide it to their advisors. Contact support for more information.

Accessing RazorLeads

Users can access RazorLeads by using their own custom RazorLeads Link.

RazorLeads is an advisor-branded program and is specific to the individual RazorPlan subscriber. This link can be added to websites, emails or newsletters to drive potential prospects to the Razor Leads tool.

*You can choose to disable RazorLeads by setting the RazorLeads setting to “Inactive” in Your Account.

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