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Client Cases
Good to know's
You’ll receive the leads' contact information, how much they’re looking to invest in total or monthly, their age and health details, as well as the goal they have such as a retirement fund or legacy.
All leads will fill out questions based on industry standard qualifications and requirements, and some questions can be customized based on what you’re looking for in terms of
We use photo or video ads that will include basic information about what an annuity or IUL can do in regards to funds for retirement or even leaving something behind for your family, growing wealth and investments. All Ads are also TCPA compliant, with no misleading information or guarantees or rewards for filling it out.
We include all those questions in the forms to get more details for the agent on what the lead is looking for, however qualifying/disqualifying based on those metrics is up to you if you have specific requirements or preferences.
Our Ads always explicitly say “Annuities‘ or “IUL” and a description of what they are, although many of these leads are looking for retirement solutions and investments.