Qualified annuity opportunities delivered to your producers
Annuity Leads is a consumer-opportunity program designed to help qualified agents and organizations access annuity prospects supported by intake, follow-up, appointment coordination, and opportunity tracking.
Program design
How the Annuity Leads program works
The program is designed to connect consumers interested in annuity solutions with appropriately licensed producers through a coordinated intake and scheduling process.
Qualified prospect flow
Consumer opportunities are screened and routed to appropriately licensed agents and organizations based on program criteria, geography, and capacity.
Intake and scheduling
Intelligent Intake captures prospect information, qualifies interest, and coordinates appointments so producers spend time with ready-to-talk consumers.
Follow-up infrastructure
A structured follow-up and appointment-coordination process is designed to keep opportunities moving without requiring manual daily chasing.
Designed for producers and organizations
Opportunities may be distributed to individual producers or shared across agency and IMO programs, depending on the arrangement and scale.
Potential economics
Multiple ways to participate
Annuity Leads is designed to create revenue opportunities for producers, agencies, and IMOs through several potential arrangements. Actual economics vary by program, licensing, and contract.
- Lead-program revenue
- Booked-appointment revenue
- Sponsored marketing
- Lead-to-client partnerships
- Case participation
- Commission opportunities
Explore the Annuity Leads program
Tell us about your organization, licensing, and capacity. We will review program fit and next steps.