Savings. Shopping.Get Checkmate
IUL+ includes the following extra features:
Verified Cell Phone Number: We utilize A.I. Verification Software to text the prospect a verification code then they must open the text message and then manually type it into our funnel to prove its their personal cell phone number.
Extra Survey Field: "How much monthly retirement income would you like to receive?"
With PLUS, we are seeing increased contact rates due to being sure that all phone numbers provided are 100% accurate and verified via A.I. Software.
***We do require a minimum of 5 states to use IUL Plus, but we really prefer 10+ states.
Here is how you will receive your leads:
No matter what options you choose, the leads are delivered to you in real time, as they are generated, to a Google Sheet, to your email with a lead sheet, and to you via text message.
Do you use a HighLevel based CRM? If that answer is yes, we can send the leads directly into your CRM!
We focus on Ages 30-55 for IUL! 55 & Under is IDEAL for IUL....
*The more states you select, the faster we will be able to fill your order
People are on Facebook & Instagram, and we capture their attention with an enticing ad. We inform them about Tax-Free Retirement Accounts and then send them to a landing page funnel with the following verbiage: the stock market is uncertain, and inflation is out of control... your retirement dollars are at risk
Our Super Premium IUL+ Lead has 15 TOTAL FIELDS and A.I. Verification Software to verify the prospects phone number.
The prospect then completes the form themselves.
How soon are you planning to retire? (10 years, 20 years, 30 years, retired)
What would be a comfortable monthly contribution towards your retirement? (select budget amount)
How much monthly retirement income would you like to receive? (select income amount)
What is your primary financial goal? (zero risk, guaranteed interest rates, tax-free income, no tax liability)
We want you to know who we are. Choose a reminder word you won't forget. What is a Favorite Hobby/Interest?
First Name
Last Name
Email Address
Age
Street Address
City
State
Zip Code
Cell Phone Number
+ A.I. Verification Software
After the lead is generated, we send an immediate text confirming their request, who is fulfilling the request, and how to reach the agent.
Option to share agent's NIPR number to build trust with prospect.
Leads are delivered to you in real time.
YOU WILL NEVER RECEIVE A WRONG # OR DISCONNECTED #
Get a lead outside of your area (it's rare, but happens)? We'll replace it per our Lead Replacement Policy
You can receive an SMS Text or Email from us the instant the lead is generated with the lead information
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