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Exclusive Annuity Leads


Each Day We Get Dozens of Requests from
Our Annuity Ads on Facebook

Advisors and Agents are Crushing it by Attracting Exclusive Annuity Leads
in the Easiest Way Possible.

These 55-69 year-olds are also the PERFECT new clients for:

  • Annuities
  • 401k / IRA rollovers
  • Long Term Care
  • Money Management
  • Viaticals
  • and other products and services
Prospects see this sample Facebook Ad
(This is an ad directed specifically at annuity owners.  
We have other ads directed at annuity prospects, rollover prospects, money management, etc.)
exclusive annuity leads

Anyone who responds to the ad and matches your selected zip codes - becomes your exclusive annuity lead (we supply you with the booklet).

To see this referral marketing system in action, please select a time on this calendar for a 15-minute live demonstration.

The great aspect of these responses is that they are direct from the consumer.

These are prime annuity prospects. They want to know more.

Exclusive Annuity Leads Features:

  1. Are local to you (within 10 miles or a distance you select)
  2. Have requested information by supplying their name, email address,
    phone and street address and contact information is guaranteed accurate
  3. Are each matched with ONLY ONE producer - you will not need to
    compete for the business
To see this annuity marketing system in action, please select a time on this calendar for a 15-minute live demonstration.
These ads run on Facebook.  There are no third parties involved in collecting these leads. They are direct, genuine and immediate.

Can you assist people in your local area with a new annuity or exchanging an annuity? If yes, we would be happy to refer these consumers.

To see this annuity referral marketing system in action, please select a time on this calendar for a 15-minute live demonstration. Please use the same calendar if interested in lead generation for mature prospects who have other interests as offers for investing, life insurance, retirement planning, rollover advice, etc.




David Sage
VP Business Growth for Advisors and Agents

P.S.  We are not annuity wholesalers.  We do not get involved in the products you sell. We simply get you new clients.

25A Crescent Drive #1508 Pleasant Hill CA 94523 

Economics of these direct opt-in leads

  • $29 per lead (each account has a one-time $299 fee for set-up and exclusivity)
  • You will close 1 out of 10 (2 out of 10 is more typical but we want to be conservative in our estimates)
  • Your investment for every 10 leads: $290
  • Value of one new client:  $2,000, $5,000, $10,000? (consider all of the business that the client will do with you over the next 10 years)
  • In the worst cases, we have found a 10 to 1 payoff of your investment - for every $100 you invest, you earn $1,000, on average over time

Exclusive Leads for Annuities Explained

We post Internet ads in places frequented by people over age 50, those people in the mature and senior market, most likely to buy an annuity.

In order to become a lead, these prospects must provide complete contact information: name, address, email and physical address. This information is then verified as accurate through a third-party service. Do we guarantee it?

Do we guarantee it? Yes, these exclusive annuity leads' contact information is guaranteed in writing as follow: we replace any lead that does not have a valid name, a valid phone number or a valid physical address (when you mail the booklet as described on the video "How Does SeniorLeads Work?")

When you subscribe to SeniorLeads for exclusive annuity leads, we guarantee to match each annuity prospect with only one financial advisor or agent. Therefore, you won't call and have the prospect say, "You're the third one who called today." We share leads with only one producer and these leads are generated by us only for the advisors and agents using our system. So we really mean exclusive annuity leads.

Is the Annuity Lead Ready to Buy?

Every prospect will be at a different point in their buying decision. Some annuity leads will just be starting their research to determine if an annuity is right for them. This is a very good place to connect with a prospect because you can influence their buying criteria and their ultimate decision. Others annuity leads may have already done a ton of research and have not yet purchased. The important thing is that once you talk to a prospect and find them to be a legitimate potential buyer, DO NOT LOSE THEM.

Look at this research on consumer buying decisions. Just because a prospect does not buy today does not mean you should drop them. In fact, you can see that 2/3 of consumers who make an inquiry about a purchase have not bought six months later but still intend to buy.

annuity buyer behavior

Have you been losing these quality annuity leads by abandoning them too early?

How do you keep in contact with them and keep them warm? We developed two tools to keep your annuity leads warm:

  • an autoresponder email sequence that sends 8 emails (one email message every 4 days),
  • a newsletter (automatically sends every 30 days) and you select the articles. So you can pack it just with annuity articles if you desire.  When you drip on these prospects, you encounter a high conversion rate of prospects to clients.

Frequent Questions About Leads for Annuities and Life Insurance

Do you set an annuity appointment for me?

No.  We have found that appointment-setting systems have a high rate of no-shows.  We find you have much greater success if you phone and make the appointment with the prospect.  We give you an innovative and effective script that results in 300% more appointments. Because you first send the personalized booklet to your leads before you call, and establish your credibility, you will find these annuity leads to be receptive.

Will you be generating qualified annuity prospects?

"Qualified" to one producer may mean $50,000 of investment funds which to another producer, it may mean $250,000.  We do know this about the prospects in general.  On average, they have a net worth of $250,000 to $750,000 exclusive of their home.   You will encounter leads who have less and those that have more.  Just like any prospecting method you have used n the past, there will be a full range of leads, poor to rich, highly motivated to less motivated, educated to uneducated. Every prospecting system produces a range of potential buyers.

Do your ads offer an annuity quote?

No.  You don't want you to get into a price competition for the prospect's business.  We set you up as a premier professional so that the prospect buys based on trust, not rate. We want to produce leads that will not be price shoppers or price sensitive.

Can I send these prospects invitations to my annuity seminars?

YES!  The leads we generate will be local to you.  In our experiments, we find that 1/3 of these people attended a seminar when we kept inviting them over a few months

Do You Have a Marketing and Sales Track to Follow?

We have very detailed resources:

  • Short video training series
  • Our Guide "How to Follow Up With Your Prospects"
  • The knowledge base--ask it any question

Can I sell other products such as indexed universal life or mortgage insurance to these people?

Of course.  Our system generates the annuity lead - a prospect who responds to an ad offering the booklet.  The prospect does not know what they want to buy.  They only know they have a need such as to earn more interest, keep money safe for retirement, reduce, taxes, etc.  We do the marketing to attract these leads.  You do the selling which is to uncover the prospect's desires and recommend the solution that you feel works best.

What Type of Annuity Do do I Offer these leads?

This is a bad question focused on the product, the annuity, and not the lead.  Your job, no matter what type of prospecting you do, is to ask questions and uncover desires. Based on the answers, you will then be able to determine what type of annuity fits the consumer's situation and interest best:

  • fixed annuity
  • indexed annuity
  • variable annuity

So it is best if you offer a range of different products because you never know which type of annuity or insurance product may fit.

The lead does not know an annuity from an IRA.  Consumers know almost nothing about annuities, insurance, or any financial product.  They look to you for recommendations.  The annuity products you sell are tools.  Does a consumer who wants a home addition care what tools the carpenter uses?  Similarly, the consumers will have certain desires and do not care about the tool you use to fulfill their desires.  So it is best not to focus on specific annuity or insurance products and let the answers to your questions guide your recommendations.