IUL Lead Generation

Qualified IUL insurance leads.Verified before delivery.

Exclusive Indexed Universal Life enquiries delivered straight to your pipeline. No shared leads, no wasted time on unqualified prospects.

Lead Verification Lead #LL-29841
Coverage interestIUL / Retirement
Household income$55k+
Age rangeVerified 25–65
Phone numberSMS verified
Assigned to1 agent only
QUALIFIEDReady to deliver

Sent in real time to your CRM,
agent's cell phone, or email

What you're buying

Three things that decide whether a lead is worth your agent's time.

Most vendors get one right. We built the whole operation around all three.

Exclusive to you

One lead, one agent. Nobody else is dialing your prospect, and nobody is racing you to the callback. Every lead carries a unique ID and a delivery receipt you can audit.

SMS verified

After the form, the prospect confirms by text that the number is theirs and they want a call. If they don't confirm, the lead never reaches your pipeline.

Delivered in real time

The lead hits your CRM or inbox within about sixty seconds of verifying. Speed to dial is the single biggest driver of contact rate, so we don't sit on anything.

Lead criteria

Every lead clears this bar before it reaches your team.

These aren't post-hoc filters. They're screening questions built into the form itself, so anyone who doesn't qualify never becomes a lead in the first place.

What we don't screen for: whether they'll pick up on the first dial, or whether they're ready to buy today. That's your sales process — and it's why we recommend starting with a small test batch and judging us on contact rate first.
Age 25–65 — the window where IUL cash value actually has time to work
Household income $55k+ — enough disposable income to fund a policy
Currently employed or self-employed with steady income
Stated interest in tax-advantaged retirement or cash value life insurance
SMS-confirmed phone — replied to verify before delivery
In your licensed states — you set the geography, we respect it
How it works

From ad click to your agent's phone.

Three steps, and only the last one involves you.

STEP 01

We generate the demand

Paid social campaigns run daily against retirement, tax strategy, and cash value audiences. Prospects answer screening questions before they ever become a lead.

STEP 02

They verify by text

Every submission gets an SMS confirmation. Wrong numbers, mistaken taps, and bot fills die here — before they ever reach your team.

STEP 03

You get the lead, alone

Delivered to your CRM, inbox, or phone within about a minute of verifying. Assigned to one agent, with a timestamped receipt.

Results

What agents say after the first batch.

Real messages from producers running our leads. Swap these for your own once you have them.

MR
[Agent name]
[Date] ·
[Name] recommends LegacyLead.
★★★★★
[Paste the agent's actual words here. Two to four sentences works best — what their contact rate was, how many sits they booked, and what they were using before.]
LikeCommentShare
JT
[Agent name]
Active now
[Day, time]
[Their message — e.g. an update on how the batch is performing.]
[Your reply.]
[Their follow-up — this is usually where the specific result lands.]
DW
[Agency name]
[Date] · Public
★★★★★
[Paste review text here. Reviews that name a specific number — contact rate, cases written, cost per acquisition — are far more persuasive than general praise.]
LikeCommentShare
AC
[Agent name]
[Date]
[Message from the agent.]
[Second message — screenshots of split messages read as more authentic than one long paragraph, because that's how people actually text.]
[Your reply.]
SL
[Agent name]
[Date] · Public
[Name] recommends LegacyLead.
★★★★★
[Review text.]
LikeCommentShare
RG
[Agency owner]
[Date]
[Your check-in message.]
[Their response — reorder requests make the strongest proof.]
Before you publish: every card above is a placeholder. Replace each one with a testimonial from a real client, get their written permission to use their name and words, and then delete the .shot::after rule in the stylesheet to remove the red badges. Fabricated reviews violate the FTC's consumer review rule and carry civil penalties per violation.
Questions

The things agencies ask us first.

We won't give you a number we can't hold. We control inputs — ad spend, targeting, creative — not outcomes. What we can tell you is current capacity in your specific markets and what agencies your size are receiving right now. Ask us on the call and we'll pull the real figure.

We replace disconnected or wrong numbers, spam and bot submissions, and any lead where the person clearly isn't who filled out the form. We don't replace leads who simply don't answer, take a while to decide, or go with another agent — that's normal sales variance, and any vendor who tells you otherwise is setting you up for an argument later.

Every lead carries a unique ID, a verification timestamp, and a delivery receipt showing a single recipient. You can audit the log any time. Exclusivity is the entire product — if we double-sold, close rates would collapse and we'd have no business.

Inside five minutes, every time. Speed to dial moves contact rate more than any other variable we've measured, which is why we deliver in real time rather than batching. If your team can't work leads same-hour, tell us upfront and we'll pace delivery to match your capacity instead of overwhelming you.

Yes. Age bands, income floors, states, and specific coverage interests can all be tuned. Tighter criteria mean lower volume, so we'll talk through the tradeoff before changing anything.

No. You buy a batch, we deliver it. If the numbers work you order again, and if they don't you walk. We'd rather earn the reorder than lock you into a term you regret.

Get started

Check availability in your markets.

Tell us your licensed states and monthly capacity. We'll tell you what volume we can deliver and when we can start — usually within a week.