Priority Leads
Receive exclusive annuity prospects based on your territory and selected filters.
Current Priority Program pricing
Premium Lead Service
Annuity Leads
Financialize provides verified annuity leads to licensed agents and financial professionals seeking prospects interested in retirement income solutions. Lead options include call-verified prospects, warm transfers, and fact-finder transfers.
Exclusive
1 lead = 1 buyer
High-Intent
90% agent connect rate
Proven ROI
36% average close rate
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
Leads include consent and documentation designed to support compliant agent outreach and recordkeeping.
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
$400–$500
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.
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
Leads include documented consent and opt-in records designed to support compliant outreach. Agents remain responsible for following applicable federal and state requirements and their organization’s policies.
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.