Empowering Financial Professionals
Since our founding, we've been dedicated to providing insurance and financial professionals with the highest quality leads and innovative technology solutions to grow their businesses.
Our Story
Financialize was born from a simple observation: financial professionals were struggling to find high-quality leads that actually converted. Traditional lead generation methods were outdated, expensive, and often produced poor results.
Our founders, experienced professionals in the insurance and financial services industry, recognized the need for a better solution. They envisioned a platform that would not only provide premium leads but also offer innovative tools like Lead Revival to maximize the value of every prospect.
Today, we serve thousands of agents and organizations across the United States, providing them with the technology, leads, and support they need to build successful, sustainable businesses. Our commitment to quality, compliance, and customer success drives everything we do.
Our Foundation
The principles that guide our work and define our commitment to excellence.
Our Mission
To empower insurance agents with scalable systems, qualified leads, and intelligent automation, so they can focus on serving clients, growing revenue, and building lasting businesses.
Our Vision
To become the industry's most effective and agent-centric sales enablement platform, where every agent is supported by AI, powered by proven systems, and equipped to succeed independently.
North Star
Life InsuranceIf Our Agents WIN, We WIN!Every metric, every system, every effort is judged by one thing: Did the agent win today?
Our Core Values
Seven principles that shape our culture and guide our decisions every day.
Clarity Over Chaos
We document what we do so we can delegate, scale, and grow without guesswork.
Think in Systems
We don't rely on heroes, we build processes that make success repeatable and scalable.
Move Fast, But Don't Hurry
We execute with urgency, never at the expense of thoughtfulness, accuracy, or quality.
No Gaps, No Surprises
Every lead, every workflow, every result is tracked, measured, and owned.
Small Details Are Huge
Every touchpoint, form, call script, and email reflects our standards.
Always be Evolving
Change isn't just expected, it's essential. We challenge assumptions, test ideas, and innovate constantly.
Agent Obsession
We build systems that put agents first, saving time, increasing production, and building trust.
"If our agents win, we win!"
Every metric, every system, every effort is judged by one thing: Did the agent win today? This guiding principle drives every decision we make, every feature we build, and every relationship we form.
Leadership Team
Meet the experienced professionals leading Financialize's mission to transform the financial services industry.
Michael McMillan
President
Michael McMillan, President of Financialize, is a recognized leader in insurance marketing, lead generation, and sales operations. With over two decades of experience driving revenue growth for financial professionals and agencies nationwide, he combines data-driven strategy with a people-first mindset. Under his leadership, Financialize has become a trusted platform delivering exclusive, compliant annuity and life insurance leads that help agents scale faster, close more clients, and grow their business with confidence.
Courtney Barrett
Activation Team Manager
With more than 20 years of leadership experience in customer service, training, and lead generation, Courtney Barrett has built a proven track record of developing high-performing teams and driving operational excellence. Her expertise lies in creating efficient systems, streamlining workflows, and implementing data-driven strategies that deliver measurable results. At Financialize, Courtney is dedicated to empowering employees, aligning team performance with company goals, and fostering a culture of growth, accountability, and success.
Michael Dye
Activation Team Manager
With over a decade of experience in operations and customer success, Michael Dye is recognized for leading high-performing teams and driving measurable business results. Before joining Financialize, he held key leadership roles at companies including Roadie, Resident, and Citibank, where he transformed processes and improved client outcomes. At Financialize, Michael applies a data-driven, people-first approach to streamline operations, strengthen retention, and empower teams to deliver exceptional results.
Marc Heberling
Manager of Agent Success
Marc Heberling has been part of Financialize since its early days, bringing a strong background in sales, leadership, and agent development. With extensive experience in the annuity industry, he has built a reputation for helping professionals grow their business through practical coaching and proven success strategies. At Financialize, Marc focuses on empowering agents, improving performance, and driving lasting success through hands-on mentorship and a deep understanding of what it takes to win in today’s market.
Ready to Partner With Us?
Join the thousands of successful agents and organizations who trust Financialize for their lead generation needs.