America’s #1 Rated Annuity Source
America’s #1 Rated Annuity Source
Financialize is the highest rated and fastest growing lead generation service for Insurance Agents and Financial Advisors, focusing primarily on the Annuity market.
Consumers that visit our domains know exactly what they want, and what they’ll get when you call.
Agents close 50% to 70% of our leads to appointment because we speak to 100% of the leads we sell.
Qualification is done by our in-house call center representatives (our employees, not contractors!).
Leads are screened with qualifying questions about their retirement assets and their purchase timeline.
Here is a sample of what our phone qualifiers deliver.
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 gurantee montyly 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.
Our most popular program is our “Elite Leads”. These leads are $250 each, are phone qualified, and meet strict qualification requirements. We have a “Priority Position” option ($300 per lead) that allows you to lock in your territories and ensures we fill your monthly budget before other agents in the area. We also have an Auction program where you can view details on leads and bid on them – the lead going to the highest bidder.
The average age of a prospect is 63 years old. Their average retirement investment asset amount is $177,000.
Pre-qualified means that we speak to every Elite lead we sell. Prospects are put through a qualification process designed to weed out prospects with no retirement monies, or no true interest to speak with a financial professional.
During our phone call with the prospect, we try to get as much information as we can about where their retirement monies are, as we know there is a big difference between a 65 year old with money in a CD, IRA or bank account vs. a 56 year old with money in a 401(k) with their current employer.
Yes, our trained, in-house staff (all employees, not outsources contractors) focus their efforts on qualifying the prospect and then setting you up for a follow-up phone call. The prospect will know that a “local financial professional” will be calling them to take the next steps.
On average, agents 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. We provide resources to help you succeed, ranging from how to make a follow-up call to understanding drip marketing and sales funnels.
No. There are no set-up fees, no monthly minimums and no pre-payments. You are free to come and go as you like.
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