Annuity Leads

Getting Started

Our licensing specialist will walk you through the steps to get started on the lead program.

Support Team

Our team has worked with hundreds of agents and thousands of leads, and will be able to provide tips and training to maximize your success.

Illustrations & Application

Once you become a partner, your marketing specialist will provide product training, detailed illustraions for prospective clients, and help with all of your back office needs.

Your Team

Licensing Specialist
Your Licensing Specialist will be able to provide you with detailed information on each annuity carrier and will walk you through the appointment process.
Marketing Director
Whether it be proven tips and ideas on how to best approach new leads, or detailed product training, your personal marketing director is dedicated to growing your business.
Administrative Support Specialist
Your Administative Support Specialist's only goal is to make your business run more smoothly. Allow us to handle the follow up on pending cases so you can focus on writing more!

Support and assistance any time in any difficulty

We are committed to providing superior Service to our agents in back office support, case management, education and training and more.

Personalized service doesn't stop once you receive your annuity lead. Because our program is a true partnership in where we are only successful if you are, we are fully committed to provided all the tools necessary to make that happen. We also handle all of your application-related administrative needs. From providing annuity quotes and illustrations from multiple carriers, to proofing applications for your prospective customers. Our administrative support team provides a critical service for its producers.
Get Started Today!