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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 annuity and life insurance leads in the industry, and we leave nothing to chance.
`

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!

Yes, we own Annuities.net as well! We use this site to attract “organic” visitors (i.e. the consumer comes to our site after typing in keywords like “invest in annuities” or “annuity rates” on Google or Bing)..

We attract the highest quality permanent life insurance prospects by using clear messaging and qualifying questions that put you in the best position for success.

Investments.news 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.

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.

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.

Priority Leads

Top producers use our Priority Leads 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.

SEE HOW IT WORKS

Auction Leads

Use our Annuity Leads 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

The Marketplace

Pick & choose exclusive Annuity and Life Leads that are available on a first-come, first-serve basis. Use filters on multiple criteria (age, assets, location, etc.) to find the exact lead(s) you are looking for.

SEE HOW IT WORKS
  • 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.

Priority Leads: 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: $350 per lead

Auction Leads

As the name suggests, Auction leads are purchased through on online auction/bidding process. Receive alerts when an Auction lead becomes available in your territory. Only bid on or buy leads that interest you. Lead auctions last 24 business hours. You are only billed when you win an auction.

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.

The Marketplace

The Marketplace is where you’ll find a wide selection of Annuity & Life leads available to purchase. The price of each lead is determined by a range of factors, including phone qualification, age, retirement assets or coverage amounts.

  1. The Marketplace is open to any agent with an active account.
  2. There are NO minimum purchase requirements or contracts.
  3. You can view the lead details (except contact information) prior to purchase.
  4. Multiple filters exist to help you narrow your search for leads.
  5. Both Annuity & Life leads are available on the Marketplace.

PRICE: From $5 to $175 per lead

4.9 out of 5 Stars

We are America’s #1 Independently Rated Source for Annuities

Consumers rate us highest, and the trust they have in us makes your job easier!

Shopper Award
VIEW DETAILS

We generate over 7,500 Annuity & Life leads per month

Here is a sample of what our phone qualifiers deliver.

Notes from an actual lead:

Charles has $325,000 saved for his retirement. Over $200,000 of this money is in his IRA, While the rest is in a combination of mutual funds and stocks. His greatest concern is outliving his retirement savings, so he is interested in a product that will guarantee monthly income when he is older. He and his wife would like to retire in 5 years and want to be sure they are making smart choices with their money. Charles says the advisor can call anytime but prefers late afternoons if possible.

 
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.
Which leads should I purchase?
We recommend all agents to purchase Priority Leads as these are our best, cherry-picked leads, while Auction Leads allow you to bid on specific annuity leads, and the Marketplace 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, 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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San Francisco Skyline photo compliments of Cliff Baise and licensed by Creative Commons.

Copyright 2014,

About Us

For years, Info-investments.com has provided objective, unbiased annuity information to consumers interested in making the right choices with their retirement savings. We do NOT sell annuities or any other financial products or services, and we are NOT affiliated with any other company. Our job is to answer questions on as wide a range of annuity topics as possible, and provide free annuity quotes to consumers who feel an annuity might be the right fit for them.

About Us

Financialize.com is a marketing technology company designed specifically to help Financial Professionals source and purchase leads. We provide the traditional method of lead purchase as well as an auction platform that allows advisors and agents to create territories from which they would want to receive lead alerts, and an auction process that allows them to place bids on those leads they wish to target.
We have a combined 25+ years experience in generating high-quality financial leads, and we work with some of the biggest brands both online & offline.
One of our core value propositions is that we control the lead process from A to Z, including owning and operating our own call center. As a result, we leave nothing to chance and can ensure that all aspects of lead quality can be closely monitored.
Financialize.com a privately held Limited Liability Company registered in Delaware. For more information, please contact us.

Terms of Use

In this document “www.Financialize.com.” or “we” refers to www.Financialize.com. and www.Financialize.com., Inc. Instances of the word “you” refer to a visitor to this website who, by using our online services, agrees to these terms of use. You should read through all the Terms carefully. The Terms constitute a legally binding agreement between you and www.Financialize.com., Inc. a Delaware corporation that is the owner of the Site. You agree that your use of the Site, including provision or use of any Content, does not violate any applicable law.

www.Financialize.com. does not offer individual investment advice. This site is published with the understanding that the publisher is not engaged in rendering legal, tax, or investment services. Since each individual’s situation is unique, a qualified professional should be consulted before making financial decisions.

The information is provided on an “as is” basis. We make no guarantees as to the accuracy, thoroughness or quality of the information, and are not responsible for errors or omissions. The information provided at this site is neither comprehensive nor appropriate for every individual. Some of the information is relevant only in Canada or the U.S., and may differ elsewhere. Some of the site content and linked sites relate to subjects or investment strategies that might not be appropriate for some individuals. You are strongly cautioned to verify any information before using it for any personal, financial or business purpose. This site is provided on the express condition, to which all making use thereof assent, that no liability shall be incurred by www.Financialize.com., www.Financialize.com., Inc. or any of its employees.

You also understand that www.Financialize.com. cannot and does not guarantee or warrant that files available for downloading through the site will be free of infection or viruses or other code that manifest contaminating or destructive properties. You are responsible for implementing sufficient procedures and checkpoints to satisfy your particular requirements for accuracy of data input and output, and for maintaining a means external to the site for the reconstruction of any lost data.

When you use the Site to send an information request to us, you agree to allow the Site to add your e-mail address to our database of contacts. Please review our Privacy Policy for more information regarding our information collection practices and safeguards, and how to opt not to receive e-mails. Your use of the Site signifies your acknowledgement of and agreement with our Privacy Policy, which is expressly incorporated into these Terms.

In no event will www.Financialize.com. be liable for (i) any incidental, consequential, or indirect damages including, but not limited to, damages for loss of profits, business interruption, loss of programs or information, etc. arising out of the use of or inability to use the service, or any information or transactions provided on the service, or downloaded from the service, or any delay of such information or service. Even if www.Financialize.com. or its authorized representatives have been advised of the possibility of such damages, or (ii) any claim attributable to errors, omissions, or other inaccuracies in the service and/or materials or information downloaded through the service. Because some countries do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. In such countries, www.Financialize.com.’s liability is limited to the greatest extent permitted by law.

All Content on the Site, and the Site itself, is protected by copyright and you will abide by any and all additional copyright notices, information, or restrictions contained in or relating to any Content on the Site. Copying or storing of any Content other than for your personal, noncommercial use is expressly prohibited without the prior written permission from us or the applicable copyright holder.

We may change, suspend or discontinue any aspect of the Site at any time, including the availability of any Site features, database, or Content. We may also impose limits on certain features or services or restrict your access to parts or all of the Site without notice to you or liability to us.

This Site may contain links and pointers to other Internet sites. Links to and from the Site to other sites, maintained by third parties, do not constitute an endorsement by us of such third-party sites or the contents thereof.

We do not separately file the Terms entered into by each user of the Site. Please make a copy of these Terms for your records by printing and/or saving a downloaded copy of the Terms on your personal computer.

We may immediately and in our sole discretion terminate any user’s access to or use of the Site due to such user’s breach of these Terms, our Privacy Policy or other unauthorized use of the Site.

If you are aware of or experience any Content, activity or communication through or in connection with the Site that appears to be in violation of the above, or in violation of any other provision of these Terms, we ask that you please contact and inform us of any such violations; Contact Us.

This agreement shall all be governed and construed in accordance with the laws of Delaware in the United States of America. By using our website, you consent to the agreement as specified above.

Privacy Policy

Financialize has created this Privacy Policy to demonstrate our firm commitment to privacy. The following discloses our information gathering and dissemination practices for the website www.Financialize.com.

SECURE SITE
Our site uses an online secure form for customer applications. When your request is placed through our secure online server we collect confidential customer information which our secure server software (SSL) encrypts before it is sent to us. All of the customer data we collect is protected against unauthorized access.

PERSONALLY IDENTIFIABLE INFORMATION
Our participating financial professionals, to whom this information is referred, are bound by the same terms of confidentiality, and use such information to contact the customers for purposes of providing customers with the requested information.

DISCLOSURE TO OUTSIDE PARTIES
Aggregate statistics about our customers, sales, traffic patterns and related site information may be provided to reputable third parties, which will not contain personally identifying or financial information. Financialize.com may release account information when we believe, in good faith, that such release is reasonably necessary to comply with the law, enforce the terms of any of our user agreements or protect the rights, property or safety of Financialize.com, our customers or others.

USE OF INFORMATION
By submitting your information via our website, you acknowledge and agree that we may contact you to discuss our lead generation and auction programs.

COOKIES
We use outside companies to display ads on our site. These ads may contain pieces of information that a website transfers to a hard drive for record keeping purposes while at the site.

PERSONS UNDER 18
We have no way of distinguishing the age of individuals who access our website; however, in the event that we discover that a person under the age of 18 is providing personally-identifying information, we will not accept any such information. If a person had provided us with personally-identifying information without parental or guardian consent, the parent or guardian should contact us to remove that information and opt out of promotional opportunities.

YOUR CONSENT
By using our site, you consent to the collection and use of this information by Financialize.com. If we decide to change our privacy policy, we will post those changes on this page so that you are always aware of what information we collect, how we use it and under what circumstances we may disclose it.

Contact Us

Contact us about any questions you may have about our site, or products, and our company. Our toll free number is (888) 390-4132, or you can email us at: [email protected] .