Advanced Market Verified Quality Lead Plans - High Value
Annuity Retirement Planning Clients
Grow your business with exclusive Advanced Market Leads for Annuities, Roth Conversions, Tax-Free Wealth, and Retirement Planning.
Each lead receives our Financial Retirement Jot Form — an automated, pre-qualification tool that gathers key financial details, builds rapport, and helps you close faster.
Qualified Prospect:
Full Name / Verified Phone Number / State / Email
Aged 55-70 yrs interest in Annuity, Tax-Free, or Roth Conversion
Pre-screened with at least $100,000 or more in investable assets.
Client Jot Form with financial goals and debt.
Name of Beneficiary.
What your leads get:
Agent Name / Phone / Email / State / NPR / Calendar Link
SMS + Email Campaign
Lead Nurturing Insurance Funnel
Appointment Link
Premium Insurance Marketing Support
Secure your premium retirement planning leads today and start closing bigger cases with confidence.
Advanced Market Plans
Agents Must Pick at least 5 States
Subscribe & Save
Annuity - Wealth - Roth
Please view our Policies.
4 Week Commitment Plan
Advanced Bronze
SAVE $250
$2,250.00
8 Week Commitment
Advanced Silver
SAVE $1,000
$4,500.00
8 Week Commitment Plan
Advanced Gold
SAVE $750
$6,750.00
8 Week Commitment Plan
Advanced Platinum
SAVE $1,200
$9,000.00
LEAD BUNDLES
One Time Purchase
10 Annuity Leads
✅ Verified, high-intent individuals.
✅ Pre-qualified clients with $100,000 or more in assets.
✅ SMS + Email + Video Funnel
✅ Booked Appointments
$225 per Annuity Lead
20 Annuity Leads
✅ Verified, high-intent individuals.
✅ Pre-qualified clients with $100,000 or more in assets.
✅ SMS + Email + Video Funnel
✅ Booked Appointments
30 Annuity Leads
✅ Verified, high-intent individuals
✅ Pre-qualified clients with $100,000 or more in assets.
✅ SMS + Email + Video Funnel
✅ Booked Appointments
40 Annuity Leads
✅ Verified, high-intent individuals
✅ Pre-qualified clients with $100,000 or more in assets.
✅ SMS + Email + Video Funnel
✅ Booked Appointments
Build Your Legacy
Gold Standard of Lead Generation
Advanced lead generator.
Exclusive leads on ad campaign.
Quality ads for your business.
Authentic & transparent.
Live daily delivery of your leads.
Pre-booked appointments.
Decide your lead package.
No cancellation fee.
Discount 10% buddy referral.
Refund credit for bad leads.
Premium customer service.
Continuous member discounts.
