Scott Brooks, MBA, CFP®
October 26, 2026
I’ve been asked this question more than 100 times in the last 16 years. It usually comes from a skeptic, and I understand why. If our leads are as good as we say they are, why would I sell them to you instead of keeping them and collecting the commissions myself? Here’s something that might ... Read more
Scott Brooks, MBA, CFP®
October 25, 2026
About a week ago, one of our leads sent a quote request for a deferred income annuity. It read like an underwriter wrote it. It asked for a formal illustration on a single-premium DIA, funded by a direct trustee-to-trustee rollover from three old 401(k)s into an IRA annuity. Joint life with a 100% survivor benefit, ... Read more
Scott Brooks, MBA, CFP®
October 24, 2026
Over the years, I’ve had some of our best agents try cheap annuity leads from other companies. These are agents who close one out of every three to five of our leads. Some of them bought 100, 200, even 300 cheaper leads from other companies. They didn’t close a single one. Same agents, same skills, ... Read more
Scott Brooks, MBA, CFP®
October 22, 2026
A few years ago, an agent who sold Medicare and final expense joined our program. He’d been life and health licensed for about a year and a half, but he’d only been selling annuities for 30 to 60 days. He was making about $60,000 or $70,000 a year. In his first six weeks with our ... Read more
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
Any other questions about our annuity leads?
Call us, and we will happily answer any questions you may have.
Call Us Now
