Exclusive · High Intent

Indexed Universal LifeLeads

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.

100%
Exclusive
16+
Data points
$33
Per lead

Who they are

The person on the other end

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.

Data captured

Deluxe & Premium mix · 7+ answered questions · 16+ data points

Premium leads answer extra qualifying questions at the same price. Premium volume is never guaranteed.

20 leads

Leads included

$32 / lead

Price per lead

IUL Standing Order

$38

$30

Per lead

5-lead minimumHigh IntentExclusive

Our best public pricing, with inventory reserved for you every week. Pause or cancel any time.

Data captured

Deluxe & Premium mix · 7+ answered questions · 16+ data points

Premium leads answer extra qualifying questions at the same price. Premium volume is never guaranteed.

5 leads

Weekly minimum

Reserved weekly

Delivery

IUL One-Time Order

$38

$33

Per lead

5-lead minimumHigh IntentFunnel Delivery

No commitment and no recurring billing. Order again whenever you want more.

Data captured

Deluxe & Premium mix · 7+ answered questions · 16+ data points

Premium leads answer extra qualifying questions at the same price. Premium volume is never guaranteed.

5 leads

Minimum order

One-time

Billing

Exclusive leads · Never resold · Cancel a standing order any time

Talk to a sales rep first
Straight answers

Before you order

Do I need to be licensed in multiple states?

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.