Annuity Leads

Turn annuity leads into clients.

A managed lead-to-client system built to generate high-value retirement conversations and move qualified opportunities toward submitted business.

In partnership with Divine Reach

Enroll, System, Clients — targeted ads flowing into a lead management dashboard and a qualified client profile

Enroll

Targeted ads. Qualified leads. Ready for conversation.

System

Follow-up, automation, appointment booking, and opportunity flow.

Clients

More qualified appointments. More closed cases.

The conversations this system creates

~$1M

Average retirement assets per appointment

Millions

In retirement assets currently moving through the pipeline

$10,000 / Quarter

Program fee

$3,000 / Month

Recommended ad spend (separate media budget)

$500K

Submitted premium initial 4–6 week target

$35K

Potential gross commission at 7% street-level commission

Figures shown are illustrative targets, not guarantees. Results vary by market, ad spend, licensing, producer activity, and case outcomes. Commission figures are illustrative at a 7% street-level rate and do not represent promised earnings.

Partner Highlight

In partnership with Divine Reach. Learn more about the organization and founder background.

divinereach.net

Build your annuity pipeline.

Tell us about your licensing, markets, and capacity. We will review program fit and next steps.

Build Your Annuity Pipeline