Priority Leads
CurrentPriority pricing
Exclusive, phone-verified prospects assigned through the Priority Program based on your territory and filters.
● Keep your existing lead flow
Now live for licensed agents
More ways to turn priority into production.
Choose phone-verified exclusive Priority Leads, guaranteed-show appointments, or live warm transfers—and spend more time in conversations that can move business forward.
A message from Financialize
See what these new lead options can do for your practice.
Watch this overview of Financialize Priority Leads, Appointment-Set Leads, and Live Warm Transfer Leads for licensed agents.
Three ways to engage
Choose the lead experience that fits your practice.
Every option starts with the quality and exclusivity of the Financialize Priority Program. Add appointment setting or warm transfers whenever you want prospects further along in the conversation.
Your territory, filters, and Priority Program setup stay in one familiar agent portal.
Appointment-Set Leads
+$250per lead
Pre-scheduled appointments with qualified prospects, backed by our guaranteed show-up policy.
● Scheduled on your connected calendar
Live Warm Transfer Leads
+$500per lead
Live, warm-transferred prospects who are ready to speak with a licensed agent now.
● Real-time conversation
The appointment promise
A show-up guarantee you can plan around.
If an appointment does not show, tell us. We will work to put a replacement appointment back on your calendar within 7 business days.
1
Report the no-show
Log in to your agent portal and mark the appointment as a no-show, or email support@financialize.com.
2
7-business-day reschedule window
We will reschedule the appointment on your calendar within 7 business days.
3
Keep the lead, or receive the credit
If we cannot reschedule in that window, you keep the phone-verified exclusive lead and receive a $250 account credit for the appointment upcharge.
Enrollment takes minutes
Turn it on from your agent portal.
You may see the options in a pop-up when you log in. If you do not, follow this path to reach the same settings.
1
Open Priority Leads
Log in at agents.financialize.com. Select Annuities, then Priority Leads.
Annuities › Priority Leads
2
Update Priority Program Options
Beside Priority Program Options, select Update. Choose Appointment-Set Leads, Live Transfer Leads, or both; review the pricing acceptance; and save.
Priority Program Options › Update
Required for appointment delivery
Connect your calendar through Nylas.
Appointment-Set Leads are placed on your calendar. Connect the account you actively use so new appointments and reschedules appear where you expect them.
Step 1
Open Third Party
From the portal’s left navigation, expand Third Party and select Connect.
Step 2
Select Connect Calendar
On the Connect Parties page, find Calendar and click Connect Calendar.
Step 3
Choose your provider
Select Google, Microsoft, or View all providers. Sign in, approve the requested calendar permissions, and return to Financialize.
Privacy note: Nylas securely facilitates the calendar connection. You remain in control of the calendar account you authorize and can review the permissions before completing the connection.
Frequently asked questions
Financialize lead program FAQs for licensed agents.
Find straightforward answers about Priority Leads, appointment setting, live warm transfers, pricing, the show-up guarantee, and calendar setup.
What are Financialize Priority Leads?
Priority Leads are exclusive, phone-verified prospects assigned to licensed agents through the Financialize Priority Program based on the agent’s territory and selected filters.
How much do Appointment-Set Leads cost?
Appointment setting is a $250 upcharge on the Priority Lead. Appointment-Set Lead agents also receive the highest priority for lead assignment.
How much do Live Warm Transfer Leads cost?
A Live Warm Transfer Lead is a $500 upcharge on the Priority Lead. The prospect is transferred live to the licensed agent for a real-time conversation.
What happens if a scheduled prospect does not attend?
Report the no-show in the agent portal or email support@financialize.com. Financialize will reschedule the appointment on your calendar within 7 business days. If it is not rescheduled within that window, you keep the phone-verified exclusive lead and receive a $250 account credit for the appointment upcharge.
How do existing agents activate the new lead options?
Log in at agents.financialize.com, select Annuities, then Priority Leads. Beside Priority Program Options, select Update, choose your lead options, review the pricing acceptance, and save.
How do new agents sign up for Financialize Leads?
New licensed agents can begin the signup process at wizard.financialize.com. Existing Financialize agents should use the agent portal instead.
How do I connect my calendar for appointments?
In the agent portal, open Third Party, select Connect, and choose Connect Calendar. Nylas will guide you through authorizing Google, Microsoft, or another supported calendar provider.
Do I need to connect a calendar for Appointment-Set Leads?
Yes. Financialize places new and rescheduled appointments on the calendar you connect through Nylas, so connect the account you actively use.
See the program in action
Request a personal walkthrough.
Tell us what you want to explore. A Financialize team member can walk you through lead options, enrollment, and calendar connection.
support@financialize.com