Sales development tailored to financial advisors

Sales development tailored to financial advisors

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Informations & Coordonnées

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Subscription
CA$1500
Subscription
CA$1500
CA$1500

446 financial advisors trusted us in the past 3 years for their client acquisiton systems.

Want a customize offer for 100+ leads per month?

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FAQ

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What are the informations that I receive?

Life insurance leads share their full name, email address, and phone number with us, as well as their…

Main motivations for purchasing life insurance (protect their family, pay off their mortgage, cover funeral expenses, leave an inheritance, or another reason).

Their age range (those aged 66 and over are blocked and cannot submit a request).

Whether they use tobacco or nicotine products.

How they describe their health (excellent, good, minor issues, monitored medical condition, or serious health problems — the latter cannot submit a request through our form).

The amount of coverage they are seeking (suggested in ranges, e.g., under $100,000, $100,000 to $249,999, etc.).

Whether they already have life insurance.

How the leads are generated?

Through our Facebook advertising systems, backed by over 4 years of experience and having generated more than 25,000 leads.

What guarantees are offered?

Wrong number replaced.

Ontario number, for example, or another country.

Number not belonging to the right person (quite rare).

We do not replace leads who reply “STOP” to unsubscribe from SMS messages, as you can still contact them by phone.

How will I receive the leads?

Via SMS with all their information and directly inside our CRM through your user account. This will allow you to follow up with them.

What is the average return on investment?

An advisor with average prospecting and sales skills will typically generate between 2x and 3x return on investment.

What is the timeframe for receiving the leads?

Leads will start arriving within 48–72 hours after purchase. No matter what quantity, it's delivered on a 30 days period.

Are the leads exclusive?

Yes, our leads are exclusive and are not resold to multiple advisors. However, leads may choose to submit other requests online with other companies. We have no control over that.

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