Who they are
Indexed universal life, cash-value accumulation, infinite banking and tax-free retirement strategies for savers and business owners.
Launch Pack
$640 for 20 leads
One-time
$33 / lead · 5 minimum
Standing order
$30 / lead weekly
The Funnel
Every question the prospect answers
No mystery data. This is what someone fills out before they ever land in your CRM.
- Full name
- Email address
- Best phone number
- State of residence
- Date of birth / age band
- What is your retirement or savings goal?
- How much can you set aside monthly?
- Do you currently have a 401(k) or IRA?
- Are you a business owner?
- Security question (lead authenticity check)
The Ads
What the prospect saw before they raised their hand
These are the campaign types running behind this lead product.
Tax-Free Retirement ad
Video ad on building retirement income you don't pay tax on.
Infinite Banking ad
Educational carousel targeting business owners and high earners.
Market Protection ad
Ad focused on growth with downside protection.
Ready to work Indexed Universal Life Leads?
Start with a Launch Pack, or book a discovery call.