Hitting 2600 clients

We hit 2,600 clients today! September 2, 2021 was an important day for our business. On this day a financial advisor in New England became the 2,600th practice to sign up for our annuity leads in the US. Why should you care? Because in life experience matters in almost everything we do.It’s much better to be client # 2,600 than number 1! We have made numerous changes along the way to help deliver quality leads Read More

Aged Annuity Leads

Here is some helpful information if you are looking for aged annuity leads.  Our active clients have access to our aged annuity leads inside of our software. Our software portal reveals the price, city, state, zip, and location of the aged lead.  Here are a few helpful tips when it comes to working-aged annuity leads.  You absolutely must warm up the leads with a letter or overnight package. Read More

IUL Leads Vs. Annuity Leads

How do IUL leads compare to annuity leads and annuity marketing?  If your life depended on making an extra $100k over the next 12 months….which should you go with?  If you chose IUL leads you just made a fatal mistake.  Here’s why.  We’ve had dozens of clients come into our annuity lead program over the last 5 years that had recently spent over $10k+ on IUL lead and IUL Read More

Annuity Marketing Service

Here are 4 reasons why we are America’s number one annuity marketing service.  Because Annuity marketing is the only thing we do!  Below is a list of the types of campaigns we have tested since 2010 Annuity Leads SPWL Leads IUL Leads Money Manager Leads Retirement Planning Leads Fiduciary Leads  401K Rollover Leads  Reverse Mortgage Leads  Homeowners Insurance Leads Read More

Preset Appointments – Annuity Leads

If you are looking for pre-set appointments for annuity leads I have some important information for you.  A huge majority of the pre-set annuity appointments companies are a scam and not trustworthy.  Josh Melburg has been one of the largest advertisers in the annuity space for years now. He has openly said that the appointments he books for his agents cost them $2,000 per appointment.  Keep that Read More

Life Insurance Leads Vs. Annuity Leads

Have you ever wondered how life insurance leads compare to annuity leads? Being one of the largest annuity lead vendors since 2010 we definitely have an opinion on the matter.  Here is my no-nonsense take on the matter.  Hell would freeze over before we offer life insurance leads to our clients.  Why?  1. Because the close rate on life insurance leads is horrible.  If you Read More

Final Expense Leads Vs. Annuity Leads

Final expense leads and final expense marketing can be a great way to provide some income for agents who are starting out.  Have you ever wondered how final expense leads compare to annuity leads? We have done a number of insurance campaigns in the past and typically you will find a completely different type of consumer respond to any type of insurance campaign than an annuity campaign.  Final Read More

Retirement Planning Leads Vs. Annuity Leads?

Have you ever wondered how retirement planning leads match up against a qualified annuity lead? If so, keep reading because the story below will give you some unique insight into the market. A year ago I received a call from a well known RIA firm with over $125 BILLION in assets under management.  The call went something like this.  $125 Billion Firm - “We are looking into annuity leads for our Read More

Annuity Seminar Marketing – A Helpful Story For Advisors & Agents Wanting To Maximize Their ROI

Here's a true story about annuity seminar marketing you should enjoy.  I love agents and advisors who spend money to put on seminars! LOVE LOVE LOVE them.  Why? Because seminars are a huge driver of why consumers become annuity leads.  A year ago I received a phone call from someone who calls leads for advisors and helps them book appointments.  Basically, if you suck on the phone or Read More

401K Rollover Leads Vs. Annuity Leads- Discover Why Annuity Leads Crush 401k Rollover Leads

How do 401k Rollover leads compare to annuity leads in the field?  Which lead type has a higher average case size?  Every battle is won or lost before it is ever fought. ~ Sun Tzu. Were annuity leads or 401k rollover leads easier to book appointments with?  Which are easier to actually convert into sales? Keep reading because we share our experience from having 250 advisors and Read More

SPWL Leads Vs. Annuity Leads? Which are superior?

Have you ever wondered how Single Premium Whole Life Leads (SPWL Leads) compare to annuity leads? If you are looking to increase your annuity and SPWL business you should find the following two case studies beneficial.  In 2014 an FMO’s approached us wanting to offer single premium whole life leads to their agents.  And of course, they promised us “if this works Scott you will get hundreds of Read More

Video – How Top Producers Work High Quality Annuity Leads

http://rollovercoach.wistia.com/medias/5hcclk64je?embedType=iframe&videoFoam=true&videoWidth=630 Read More