Trusted by 9 agencies and 200+ licensed agents who rely on our Fixed Indexed Annuity leads to keep their calendars full.
The moment a fixed-indexed-annuity prospect responds to our ad, we introduce you by email under your name, drop their name and phone number into your CRM, and tell them to expect your call. Every lead is exclusively yours — never shared, never resold.
This isn’t a volume play, and it isn’t open to everyone. We’re building a small group of 50 FIA agents — no more, no less. We’re looking for the right fit: agents who will actually work the leads and follow the system the way it’s built.
You call your leads while they’re warm and follow the proven process — you don’t let good prospects go cold.
You’re a licensed agent who’s serious about writing FIA business — not just “trying leads.”
You want a long-term lead partner and you’re ready to grow — when you win, we both win.
We won't invent testimonials — these are real, unedited messages from agents working these leads, shared with permission.
“Just spoke to a lead for a $350k rollover — she wants to roll an IRA into a Roth, plus a $250k term with living benefits.”
“4th call of the day — a couple in Florida looking to roll over $175–400k. Confident I can show them things to enhance their plans. Booked a 2nd appointment Thursday.”
“Just got off the phone with a lead with over $2M in pre-tax assets, mapping out a plan to funnel it into tax-efficient IRAs and legacy plans for his grandkids — with principal protection, of course. Great conversations. Putting together his family plan Friday.”
And the honest case for why they work:
Every lead is exclusive to you — never shared, never resold to another agent.
You're introduced under your own name the moment a prospect opts in, then backed by a full year of nurture.
Run by Gregory Stevenson, an agent who writes FIA business himself — not a broker reselling lists.
This is the part nobody else does. We don’t hand you a name and wish you luck — we introduce you, then run an entire education-and-follow-up machine on your prospect for a full year while you focus on closing.
We run the ads and do the targeting so you don’t have to. We look for people who are actually a fit for a fixed indexed annuity — near or in retirement, with income or assets to protect — in the states you’re licensed in. Many opt in to get our free annuity book, so they’re already raising their hand to learn before you ever say a word.
Making a qualified person interested beats making an interested person qualified. That’s the whole game, and it’s what we’ve built our targeting around.
First leads typically land within a few business days of signup, delivered straight into the included CRM.
The instant a prospect opts in, our system introduces you under your own name, drops their name and phone into your CRM, and tells them to expect your call. Then the machine takes over: a multi-week email and text sequence, a full 52-week nurture, and our education tools keep working your prospect while you sleep. The fortune is in the follow-up — and you never lift a finger.
Here’s everything working for your prospect between now and your call:
Every open, click, reply, and question is logged in your CRM — so by the time they pick up, you already know exactly what caught their attention.
By the time you dial, your prospect knows your name, has read the book, has been through Annuity University lessons, and may have already asked Oscar their toughest questions. They’re expecting to hear from you. That’s a completely different conversation than a cold dial — and we hand you the proven call framework, objection handlers, and case-design help to take it from “hello” to a real appointment.
Every other lead company sells you a phone number. We hand you an educated, warmed-up prospect and a reason to call.
Move the sliders to your own assumptions. These are scenarios you control — not predictions or guarantees.
Illustrative tool only. Results are not typical and not guaranteed. You set every assumption; the figures shown are scenarios, not predictions. Contact rates, close rates, and commissions vary widely by carrier, product, premium, market, skill, and effort. Past performance does not guarantee future results. Nothing here is a promise of income, sales, or earnings, and most agents will not produce the highest scenarios shown. Not legal, financial, tax, or insurance advice.
Most ways to get annuity leads cost more, give up exclusivity, or sell the same name to several agents at once.
Cheap up front, but months old and already worked by every agent who bought the list before you — recycled across the same buyers again and again.
Sold to multiple agents at once and often retargeted, so you’re racing several other people to the same prospect the moment they opt in.
You front the ad spend, build the funnel, manage the compliance, and hope it works — with none of the tracking or nurture done for you.
Exclusive to one agent. Introduced under your name the moment they opt in, nurtured for you all year, delivered into your CRM. Nothing to build, nothing to share.
Leads, the CRM, the nurture system, and the scripts — set up and running for you.
Your custom FIA campaign is typically live within a few business days of signing up, and leads land in your dashboard the moment they opt in.
Yes. Each FIA lead is sold to one agent — you — and never resold or shared. You’re not racing other agents to the same name.
No. The campaign, the CRM, and the follow-up emails are installed and activated for you, ready to run on day one.
Yes. We introduce you by email under your name the moment a prospect opts in, then keep sending helpful angles every week so you’re calling warm, not cold.
The 200-lead package is a one-time $3,000 charge. The CRM seat is $100/month, with the first month included in your order and billed automatically each month after — cancel anytime.
Every lead includes written consent captured at opt-in with a certificate documenting it. You remain responsible for the federal and state outreach rules that apply to your business.
200 exclusive FIA leads for $3,000, introduced under your name and delivered to your CRM. Built to be a long-term lead partner — not a one-time test.