IUL Leads
IUL Leads
Regular price
$39.00 USD
Regular price
Sale price
$39.00 USD
Unit price
/
per
Here is how you will receive your leads
No matter what options you choose, the leads are delivered to you in real time, as they are generated, to a Google Sheet, to your email with a lead sheet, and to you via text message.
Do you use a HighLevel based CRM? If that answer is yes, we can send the leads directly into your CRM!
We focus on Ages 30-55 for IUL! 55 & Under is IDEAL for IUL....
*The more states you select, the faster we will be able to fill your order
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People are on Facebook and we capture their attention with an enticing ad. We inform them about Tax-Free Retirement Accounts.
- Our Premium IUL Lead has 14 TOTAL FIELDS!
- The prospect then completes the form themselves.
- How soon are you planning to retire? (10 years, 20 years, 30 years, retired)
- What would be a comfortable monthly contribution towards your retirement? (select budget amount)
- What is your primary financial goal? (zero risk, guaranteed interest rates, tax-free income, no tax liability)
- We want you to know who we are. Choose a reminder word you won't forget. What is a Favorite Hobby/Interest?
- What is the BEST number to reach you? (Main Phone Number)
- First Name
- Last Name
- Secondary Phone Number
- Email Address
- Date of Birth
- Street Address
- City
- State
- Zip Code
- After the lead is generated, we send an immediate text confirming their request, who is fulfilling the request, and how to reach the agent.
- Option to share agent's NIPR number to build trust with prospect.
- Leads are delivered to you in real time.
- Get a lead with a disconnected phone number (it's rare, but happens)? We'll replace it per our Lead Replacement Policy
- You can receive an SMS Text or Email from us the instant the lead is generated with the lead information