Ask for a PERSONAL email address

Modified on Tue, 24 Oct, 2023 at 3:20 PM

These financial professionals will not get confirmations at WORK email addresses.

That is why when you ask for the email address, you say "do you have access to a PERSONAL email address and what is it?"

Companies filter and block emails to their staff. So this will happen again and again when you do not get a personal email address (Gmail. yahoo, msn, outlook, etc)

The address you entered in NOT a personal email address

isabel@unitedplanners.com

This is not a glitch in the system. This is an issue when sending email to any company, at least 50% of the time it will get blocked.

If you get a PERSONAL email address and change it, then she will get her confirmation.

There is a reason for every instruction we have, every word.

Note:

SOMETIMES they will get the email confirmation at a company address - but 50% of the time not. There is no way to fix this. It is not something on our end, These companies block emails and there is nothing we can do. That is why it is best to always get a PERSONAL email addreess.

These advisors do not even KNOW that their companies block emails. They will say "I get every other email." But they do not know about the email they never got so they cannot see that their company blocks emails.