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About Us

Financialize is the leading source of phone qualified leads for financial advisors and insurance agents. We use only the top Internet brands and proven lead qualification techniques to generate a steady stream of qualified prospects for our clients.

Based in the San Francisco Bay Area, our team has over 25 years of lead generation experience and a commitment to quality service that is unparalleled in the industry.

Advisor Reviews

  • "My first appointment had over $1M to invest into annuities,
    and he was well prepared for my visit. The qualification team really did its job!

    Darrach Bourke, Larkspur, CA

  • "One of my advisors received 13 leads, set 5 appointments, recorded 2 sales,
    $358,000 in premium, and $27,840 in commissions... These results are typical!”

    Anthony Owen, Co-Founder, Annuity Agents Alliance

  • "This month we've set 15 appointments out of 18 leads... that's over 80%.
    And the average investable amount has been $475,000!"

    Dena Alvis, Houston, TX

  • "22 leads, 5 sales, $690,000 in premium, $48,000 in commissions...
    for around $2,000. These numbers speak for themselves."

    Tom Malone, Atlanta, GA

  • “I’ve had 7 face-to-face appointments from the last 9 leads I’ve purchased,
    with 2 confirmed sales, and 3 more pending!”

    Richard Lanthem, Minneapolis, MN

We can't promise that every advisor will have the same success with our leads. Leads are a "numbers game", and we all know it. What we can promise however is that we will do everything in our power to deliver only the most qualified leads that we think have a reasonable chance of turning into business for you.
Our Leads
We've got the best leads in the industry and we leave nothing to chance.
We use the best sources to target the right prospects, and our qualification process weeds out the rest.
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1We start with the best sources

Our leads come from high quality, branded websites that we control. These sites attract consumers who know what they want, and are looking for help.

What better way to attract consumers interested in annuities than to have the best domain in the industry? Every consumer that comes to our site and fills out a form knows exactly what they want... an annuity!

Info-investments.com focuses on finding consumers interested in discussing their retirement planning with a licensed professional. We then try to phone qualify each lead to gauge their interest in safe money products such as annuities.

Yes, we control this domain too! What better way to attract consumers interested in annuities than to have the best domain in the industry? Every consumer that comes to our site and fills out a form knows exactly what they want... an annuity!

2We find the right prospects

Our carefully crafted advertisements find consumers who are interested in receiving help from an advisor, and who have money-in-motion.

80% of our leads are Annuity-focused, while 20% are general financial leads (Life, LTC, 401(k)s, Planning, etc.). You choose what you want!

3We qualify, qualify, qualify!

Our in-house call center qualifies every lead we sell. This process weeds out the bad leads, and qualifies the good leads' assets and interests. Our goal is to set you up for a productive face-to-face meeting. We even give you the notes we take during our phone call!

Lead Programs
Ok, so we generate great leads. The question now is how do you buy them? We've designed
Financialize to give you several options, as well as complete control over the process.

Elite Program

Top producers use this program to lock-up the best leads before they
reach the auction. We tailor the program to your county(s), using top
sources like Google to find prospects ready to meet with you.

Auction Program

Use the Auction Program to cast a wider net, with no risk or credit
card required. You'll access leads at lower prices and will be able
to preview leads before ever making a bid.

  • SEE HOW IT WORKS
  • SEE HOW THE AUCTION WORKS

FinLeads

These are our top-of-the-line phone qualified leads. We ask rigorous questions to qualify the prospect for you, and do our best to set up you up for a follow-up call or appointment. Here is how it works:

  1. Sign-up for the Program (takes about 3 minutes!).
  2. Choose your Territory (the larger the territory, the better the lead flow).
  3. Set your Monthly Budget (we work with you to help you succeed, whatever your budget!).
  4. Receive real-time notification when each exclusive lead has been assigned to you.
  5. Get the notes from our call with the prospect and you should be well on your way to closingthe sale!
PRICE $250 per lead

FinAuction

Just as the name would suggest, FinAuction is an Auction / Bid Lead Program where you receive free lead alerts, and bid on leads that interest you. You are only billed when you win an auction.
PRICE:Depends on your bid. Prices range from $10 to $199 per lead.

How-it-Works
1

Receive Lead Alerts

You give us your territory, and we'll send you email alerts for leads to bid on.

2

Preview the Lead

See the lead's details to see if it's a "fit" for you (age, assets, interests, etc.). View Sample

3

Make a Bid

If you've ever used eBay, you'll know this is super easy! You control everything!

If you WIN the auction we'll send you the complete lead details (all leads are 100% exclusive!).If you lose the auction, don't worry, we'll send you lead alerts for new leads as soon as they become available in your area.

Get Alerts (FREE)

The first thing you do when you set up your profile is to tell us what territory you want to cover (Ex: Texas, or 250 miles around zip code 75001). Our system will automatically send you lead alerts by email for leads that match your territory.

Lead Previews (FREE))

You will be able to see details about every lead BEFORE you even make a bid. This includes details like the lead's age, retirement savings amount, City & State, and when available, the notes from our phone call with the prospect.
Click here to see a sample.

Make Bids

When you see a lead you like, you simply make a bid for it. If you've done eBay before you'll be a pro. If not, don't worry - it's super easy... You put in a bid for the lead, or a maximum bid if you want the system to bid for you automatically, and just sit back and wait. If there's a lead you absolutely want, we have a "buy-it-now" feature that makes you winner on the spot!

The Winner gets the Details!

All of our leads are 100% exclusive. If you win the auction, we'll immediately send you the contact information of the lead (name, phone number and email) so that you can then contact the lead directly.

SEE HOW IT WORKS
SEE HOW IT WORKS

Scrubbed / Phone Qualified Leads Only

These are our top-of-the-line phone qualified leads. We ask rigorous questions to qualify the prospect for you, and do our best to set up you up for a follow-up call or appointment. Here is how it works:

  1. Sign-up for the Program (takes about 3 minutes!).
  2. Choose your Territory .
  3. Set your Monthly Budget (we work with you to help you succeed, whatever your budget!).
  4. Receive real-time notification when each exclusive lead has been assigned to you.
  5. Get the notes from our call with the prospect and you should be well on your way to closing the sale!

PRICE: $250 per lead

FinAuction

Just as the name would suggest, FinAuction is an Auction / Bid Lead Program where you receive free lead alerts, and bid on leads that interest you. You are only billed when you win an auction.
PRICE: Depends on your bid. Prices range from $10 to $199 per lead.

How-it-Works
1

Receive Lead Alerts

You give us your territory, and we'll send you email alerts for leads to bid on.

2

Preview the Lead

See the lead's details to see if it's a "fit" for you (age, assets, interests, etc.).

3

Make a Bid

If you've ever used eBay, you'll know this is super easy! You control everything!

If you WIN the auction we'll send you the complete lead details (all leads are 100% exclusive!).
If you lose the auction, don't worry, we'll send you lead alerts for new leads as soon as they become available in your area.

FAQs
Still have questions? We've been doing this for years, so we're guessing that
the following are questions that you might be thinking about.
What results should I expect?
On average, advisors set 50% to 70% of our leads to appointment.
Individual results will of course vary, but if you aren't closing at
least 10% of your leads to sale, something is wrong.
Should I use the Elite Program or the Auction Program?
You should sign up for both. The Elite Program will deliver you our best, cherry-picked leads, while the Auction Program helps you cast a wider net and pick & choose from the remaining leads at your convenience.
How many leads are available in my territory?
This depends on which program(s) you choose (the Elite Program gets the most), how large your territory is, and what your monthly budget is for leads. Our system is able to increase and decrease lead flow in specific areas on demand, so unless you cover a very small, rural area we should be able to get you leads.
Are there any pre-payments or minimum requirements?
No. There are no set-up fees, no monthly minimums and no pre-payments.
You are free to come and go as you like.

Get Started

So, hopefully we've convinced you! You want to buy leads. We want to sell leads. So far, so good!
Set-up your account in 3-minutes using our self-service wizard, and you'll be on your way to getting your first client via Financialize!
CREATE ACCOUNT

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