How it works
One lead, from their request to your phone.
We run our own annuity sites. When a person there asks a licensed professional to contact them, we check the request, price it, and send it to agents in that state with the price on it. You read the lead before you decide to buy it.
The steps
Five steps, the same for every lead.
- They ask.A person researching retirement income asks one of our annuity sites for a licensed professional, and tells us the amount, the timing and how to reach them.
- We check.The phone and email are checked against independent data sources, and requests from agents posing as consumers are held. A lead that fails a check is held, not sold.
- We price it.One formula sets the price from what they told us. Every agent who sees the lead sees the same price.
- You get the alert.An email with their story, the amount and the price, and a text if you want one. Name, phone and email stay locked.
- You buy, and you call.The contact details unlock when you buy, and nobody else can buy the lead after you.
What you get
The alert, as agents get it.
This is the email template agents receive, filled in with a made-up lead. The text is optional and only tells you to check your email.
New message
- From
- AnnuityWhale <leads@annuitywhale.com>
- To
- you@agency.com
- Subject
- [Sample] New lead · $250,000 to $500,000 · Sarasota, FL
AnnuityWhale
Text Message · now
Delivered
A made-up lead in the real alert template. Name, phone and email unlock when you buy.
What is on a lead
| On the lead | On the alert | After you buy |
|---|---|---|
| How much they want to place | Included | Included |
| Age | Included | Included |
| City and county | Included | Included |
| How they asked to be reached | Included | Included |
| Their story, in plain words | Included | Included |
| The price | Included | Included |
| Name | Locked until you buy | Included |
| Phone | Locked until you buy | Included |
| Locked until you buy | Included |
Read off the two emails themselves: the alert above, and the one that arrives when you buy.
Where leads come from
Our own annuity sites, and the same checks for every request.
Every lead starts as a person on one of our own annuity sites, asking to be contacted. Nothing scraped, recycled, or bought from a list broker.
Every request goes through the same checks before it is posted. Nobody calls the person before you do.
- The requestA person asks about annuities on our own network of annuity sites.
- The phoneChecked against independent data sources: is it a working number, and what kind of line is it.
- The emailChecked against independent data sources.
- The agent checkWe hold requests from insurance agents, CPAs and advisors posing as consumers.
- Their contact choiceOn the page after they submit, the person picks how and when to be reached. Someone who asks for no contact is never sold.
- One person, one leadIf the same person asks twice, only the newest request is listed.
- PostedRated, priced, and posted with the price on it. You read it, then decide.
The rating on every lead
A quality word, and the reasons behind it.
We rate each lead on the things that make it easy (or hard) to close: how much they have to invest, their age fit, how soon they want to act, and whether their contact info checks out.
The rating reads many of the same answers as the price, so a stronger lead usually costs more. The rating itself is not a line on the bill. It is there to help you choose.
- Top Tier
- Strong
- Standard
- Lower Tier
Quality
Strong
- Acting soon
- No existing advisor
- Wants guarantees
What it costs
Every lead carries its own price.
One formula prices each single lead from what the person told us, and the price is on the lead before you pay. Here is the made-up lead from the alert above, line by line.
Why this lead is $235
- Account size: $250K to $500K$225
- Asked for a phone call: full priceincl.
- How soon they want to act: not said+$0
- Other answers they shared+$10
Priced by the same formula that prices every real lead.
Four ways in
Pick how you want your leads.
The leads are the same and so are the checks. What changes is how you pay and who gets each lead.
- Start free alertsFree lead alertsFree
An email when a new lead lands in one of your states, with its story and its price, and a text if you want one. Buy only the ones you want. No card.
- See the leadsSingle leads$75 to $410 each
Every unsold lead, story and county shown. First come, first served: once an agent buys one, nobody else can.
- 20 leads · $5,000Packages$250 a lead, in packs of 20, 40 or 60
Paid up front. A set count of leads from the states you pick, generated after you order and sent to you alone.
- Find your countyOwn a county$25 to $3,000 a month
One agent per county. Every lead the county produces goes to you and nobody else. Price and term posted on every county.
A single lead goes to the first agent who buys it, a package lead is yours alone, and a lead from a county you own is yours automatically. Once a lead is bought, the contact details are never resold or shared.
After you buy
The first voice they hear is yours.
Call them first
The name, phone and email arrive in your inbox and on the Leads page of your portal, with buttons to call, text or email and a place to note how it went.
Your CRM
Forward the email, or export your leads as a spreadsheet, and bring them into the CRM you already use.
A bad lead
Report it within 7 days: bad contact info, a person who says they never asked, or a duplicate. A person reviews every report, and once it is approved, the full price comes back as a credit on your next lead. Credit, not cash.