Scott Brooks, MBA, CFP®
October 21, 2026
One of our top referral sources last year was one of our biggest competitors. They couldn’t fill their orders. Instead of stringing agents along, they told them the truth and gave them my number. We share a lot of mutual clients, so they knew our work from agents who were buying from both of us. ... Read more
Scott Brooks, MBA, CFP®
October 20, 2026
About 13 years ago, we started getting emails from one of our FMO clients that read something like this: This asshat can’t close the backside of a barn. Turn off his territory and shut down his leads. He’s done. There was no warning to the agent and no conversation. We just got an email, and ... Read more
Scott Brooks, MBA, CFP®
October 17, 2026
About 10 or 12 years ago, one of our clients in Colorado called me, practically laughing. “Scott, you’re not going to believe this,” he said. “You sent me someone with $10 million in financial assets.” The lead form said $100,000. Think about what you would have done with that lead. If you’d judged it by ... Read more
Scott Brooks, MBA, CFP®
October 16, 2026
I’ve been selling annuity leads since 2010. In that time we’ve worked with more than 3,000 insurance agents, financial advisors, FMOs and carriers. I’ve written a lot on this site about the leads themselves: how we scrub them, how to work them, what it takes to succeed with them. This article is about something else: ... Read more
Scott Brooks, MBA, CFP®
October 15, 2026
After 16 years of creating leads, I don’t think the most useful question is whether annuity leads work in rural areas or big cities. We’ve had clients succeed—and struggle—in both. The better question is what you should expect in your particular territory. Some of our smaller-market clients have built profitable relationships from very little lead ... Read more
Scott Brooks, MBA, CFP®
October 13, 2026
We’ve had agents close a million-dollar case from our leads, a single sale that paid for a year and a half or two years of leads, and then quit the program after one bad phone call. We’ve had a top producer who was closing one out of three of our leads in the Midwest. When ... Read more
Scott Brooks, MBA, CFP®
October 12, 2026
I’ve been creating annuity leads since 2010. Over those 16 years, I’ve talked with more than 10,000 agents and advisors, and about 3,000 of them have bought leads from us. I’ve watched a lot of people make good decisions about lead companies, and I’ve watched a lot of people get burned. One thing agents tell ... Read more
Scott Brooks, MBA, CFP®
October 12, 2026
I started creating annuity leads in 2010. Since then, I’ve spent more than eight figures advertising annuities on the web, on radio, and on national television. People sometimes assume there was a blueprint for this. There wasn’t. There was no lead gen university I could go to, no course that taught you how to build ... Read more
Scott Brooks, MBA, CFP®
October 6, 2026
TheAnnuityLeads.com founder discusses the experiences that led him into the business, the lessons learned from more than a decade of annuity advertising, and why the company continues to favor quality over quantity. What led you to start a lead-generation company? There were two main reasons. First, I always knew I wanted to be self-employed. I wanted ... Read more
Scott Brooks, MBA, CFP®
September 2, 2021
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 ... Read more
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