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 $100,000 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

Discount Option 1 Discount Option 1
Sale
Discount Option 1
$1,900.00 $2,250.00

✅ 10 Leads - $190 per Lead

✅ Save Money and Invest in your business

Annuity Marketing Plans

Annuity Plans

Discount Option 2 Discount Option 2
Sale
Discount Option 2
$1,300.00 $2,250.00

✅ 7- 10 Leads

✅ $500 per Job - No pay per lead

✅ Save Money and Invest in your business

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

Free Annuity Leads $1000 Free Annuity Leads $1000
Sale
Free Annuity Leads $1000
$1,000.00 $2,250.00

✅ 6 - 10 Leads

✅ Fund Your Marketing Campaign

✅ No Markup Price / Pay Per Lead

✅ Save Money and Invest in your business

Start Here

Free Annuity Leads $1500 Free Annuity Leads $1500
Sale
Free Annuity Leads $1500
$1,900.00 $2,250.00

✅ 8 - 15 Leads

✅ Fund Your Marketing Campaign

✅ No Markup Price / Pay Per Lead

✅ Save Money and Invest in your business

Free Annuity Leads $2000 Free Annuity Leads $2000
Sale
Free Annuity Leads $2000
$2,000.00 $4,500.00

✅ 12 - 20+ Leads

✅ Fund Your Marketing Campaign

✅ No Markup Price / Pay Per Lead

✅ Save Money and Invest in your business