Premium Lead Service

Annuity Leads

High-intent leads for annuity sales, connecting you with prospects seeking secure retirement income.

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Exclusive
1 lead = 1 buyer
High-Intent
90% agent connect rate
Proven ROI
36% average close rate
Desk with book titled "Annuity Leads", calculator, glasses, and notebook

Why Choose Our Annuity Leads?

Our Annuity Leads are generated from individuals actively seeking retirement planning solutions and guaranteed income streams. We use advanced targeting to connect you with prospects who have expressed direct interest in annuities, ensuring high conversion potential. Each lead is verified for accuracy and intent, providing you with a reliable pipeline for your annuity sales.

Verified Prospects

Every lead is verified through our multi-step validation process to ensure genuine interest and contact accuracy.

TCPA Compliant

All leads are generated with proper consent and documentation to ensure full TCPA compliance for your peace of mind.

High Conversion Rates

Our annuity leads typically convert 3x higher than industry average due to our targeted qualification process.

Detailed Demographics

Each lead includes comprehensive demographic and financial information to help you tailor your approach.

Pricing To Fit Your Budget

$500 - $8

per qualified lead

  • Verified contact information
  • Detailed financial profile
  • TCPA compliant documentation
  • Detailed Lead Activation Specialist Notes

Volume discounts available

Need Custom Solutions?

Contact our team for territory exclusivity, custom lead criteria, or enterprise pricing.

Contact Sales Team
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How Our Annuity Lead Process Works

From prospect identification to lead delivery, our streamlined process ensures you receive only the highest quality annuity leads.

1

Targeted Prospect Identification

We attract individuals actively searching for annuity and retirement income solutions using advanced digital targeting, financial criteria, and intent-based signals. This ensures you only speak with prospects who have demonstrated real interest in annuities.

2

Multi-Step Qualification

Each lead is verified through our comprehensive qualification process, including financial profile checks, age and retirement readiness filters, and interest verification. You receive prospects with both the desire and capacity to purchase annuities.

3

Compliance & Verification

All leads are fully TCPA compliant, with documented consent and opt-in records. This protects your business while giving you the confidence that every conversation is 100% compliant and risk-free.

4

Fast, Exclusive Lead Delivery

Within 24 hours, your leads are delivered directly to you, complete with contact information, financial details, and demographic insights. Every annuity lead is exclusive (1 lead = 1 advisor), giving you the first and only opportunity to connect.
👉 Result: Advisors working with Financialize close annuity leads at 3x the industry average, building bigger cases and faster pipelines.

What Our Clients Say

Hear from successful agents and organizations who have transformed their business with Financialize.

Ready to Start Closing More Annuity Sales?

Join thousands of successful agents who trust Financialize for their annuity lead generation needs. Start growing your business today with our premium annuity leads.

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