Real people who admitted online that their savings won't be enough — and typed in the exact monthly amount they're ready to move. 100% digitally generated. The doubt is already there. You just show them the way out.
People who are already saving something and suspect it isn't enough — 401(k) holders, business owners and high earners looking for growth with downside protection and tax-free access.
They raised their hand on our own funnel, answered every question below themselves, and passed a security check before we ever released the record. Nothing scraped, nothing recycled, nothing shared.
What you can write
Indexed universal life (IUL)
Cash-value accumulation / infinite banking
Tax-free retirement income strategies
401(k) & IRA rollover conversations
Business owner key-person & buy-sell
Living-benefit riders on permanent coverage
Deluxe & Premium · Same price
Every field you receive
This is a real record layout — not a summary. Switch between Deluxe and Premium to see exactly how much the prospect told us before you dial.
Deluxe is our baseline lead.
Sample record
Deluxe Indexed Universal Life Leads
24 fields delivered
Personal Information
NameJohn Doe
Emaillucatest@gmail.com
Phone(845) 167-9865
StateNY
Security QuestionFavorite vegetable — Peas
Primary Financial GoalTax-free retirement income
Comfortable Monthly Contribution$100–$500
Additional Client Information
*Optional enrichment
Potential Age50
Presence Of ChildrenChildren present
Children Age Range16–17 yrs old
Marital StatusDefinitely married
Household Size6
Length Of Residence15+ years
Homeowner Or RentDefinite owner
Lead Quality Information
*Optional enrichment
Reachability ScoreVery high
Phone Is ValidYes
Phone StatusConnected
Phone Line TypeMobile
Phone Activity Score100
Phone Name MatchYes
Email Is ValidYes
Email Validation StatusVerified
Known LitigatorNo
Postal StateCA
Deluxe and Premium leads are the same price. We can't guarantee how many Premium leads are in any order — some orders are delivered entirely as Deluxe leads depending on available inventory.
The funnel
The questions that do the work
We don't ask the average lead-form questions. We ask the ones that make a prospect stop and think — so the emotional work is already done before your first call.
1
"What is your primary financial goal?"
Frames the whole call. You lead with their goal, not your product.
2
"What monthly contribution would be comfortable?"
Your illustration is built on their number, so the premium never feels imposed.
3
"Are you contributing to a 401(k), 403(b), TSP or IRA? (Premium)"
Sets up the tax-deferred vs tax-free comparison you were going to make anyway.
4
"How much have you saved for retirement so far? (Premium)"
Reveals urgency and sizing without you having to ask an awkward money question cold.
5
"How would it feel to access money in an emergency — without penalties or taxes? (Premium)"
A future-pacing question. They've already imagined the benefit before your first call.
Behind the scenes
How we generate these leads
A real ad we run to generate Indexed Universal Life Leads.
Pick your lane
Order Indexed Universal Life Leads
Three ways to buy. Most agents start with a Launch Pack for the lowest cost per lead, then move to a standing order once they're producing.
IUL Launch Pack
$760
$640
Launch pack
20 leads includedHigh IntentExclusive
Our best cost per lead, plus Level Up sales training, resources and the AgentVerified Core Pack.
Yes — we ask that you're licensed in at least 5 states. Broader licensing means we can keep your inventory full and match you with the freshest counties every week.
Are IUL leads harder to close?
They're a longer conversation but a much larger case. That's why the questionnaire pre-qualifies goal, contribution and existing retirement accounts.
Are these shared?
Never. Fresh IUL leads are exclusive to the agent who ordered them.
Will every IUL lead close as an IUL?
No. Just because we market IUL doesn't mean the sale is always IUL. Clients may qualify for a different product based on their health, budget or goals, and many switch during the presentation. Don't expect to only write IUL off IUL leads — write what fits the client.
Let's map the right volume for your production.
Book a discovery call and we'll set your states, volume and cadence.