Advanced Market Lead Plans

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 50-79 yrs interest in Annuity Retirement Plan

  • Pre-screened with at least $50,000 or more in investable assets.

  • Client Jot Form with financial goals and debt.

    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

Annuity Marketing Plans

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Annuity Plans

Discount Annuity
Sale Price: $1,950.00 Original Price: $2,250.00

✅ 10 Leads - $195 per Lead

✅ Agency Discount

✅ Save Money and Invest in your business

FREE LEADS - One Time $250 Registation

Campaign Performance varies: 100% will be towards your marketing. Lead count varies.

Free Annuity On Boarding Registration
Sale Price: $250.00 Original Price: $1,000.00

✅ Fund Your Marketing Campaign

✅ No Markup Price / Pay Per Lead

✅ Save Money and Invest in your business