Lead Generation the way it should be done.

Built By Agents For Agents

Leads Delivered in January

personalized for each agent

Lead Generation The Way it Should Be

Our lead service ensures 100% transparent delivery, showing you exactly where each lead came from — including the ad images and videos that generated them. Every lead is delivered instantly, phone-verified and exclusive to you FOREVER

On top of that, each lead gets a fully customized experience tailored to you, the agent.
Right after they fill out the form, we automatically send them a personalized message with your contact information, so they know exactly who their specialist is. This creates instant trust, higher engagement, and warmer conversations before you ever pick up the phone.

100% Transparency

Verified Phone Numbers Only

Custom Thank You Pages

Featured Leads

Get Started

Sold Out

COMING SOON

What Data do we capture from each lead?

ROTH IRA

Time Created
Start New or Roll 401(k)
Main Retirement Goal
Employment Status
Current Retirement Plan(s)
Full Name
Age
Phone Number
Email
State

Get Started

INDEX UNIVERSAL LIFE

Time Created
Desired Monthly Contribution
Main IUL Goal
Employment Status
Current Retirement Plan(s)
Full Name
Age
Phone Number
Email
State

Get Started

FINAL EXPENSE

Time Created
Desired Coverage Amount
Beneficiary Name(s)
Smoker
Major Health Conditions
Full Name
Age
Phone
Email
State

COMING SOON

Featured Appointments

What Makes Us Different?

Other Lead Vendors

Shared leads sold to 3–10 agents

Leads that aren’t phone-verified

Aged leads that are weeks or months old

No transparency on where the lead came from

Leads with fake info or disconnected numbers

No personalization or agent branding

Low-intent consumers who never saw your name

Unreliable support or offshore call centers

Lead Theory

100% exclusive leads (yours forever)

Every lead is manually phone-verified

Delivered instantly the moment they’re generated

Full transparency: see exact ads, images, and videos

No fake leads, no recycled leads, no BS

Custom agent-branded experience for every lead

Real-time notifications via SMS + email

Dedicated U.S.-based support

Instant, Personalized Follow-Up for Every Lead

Your leads get your full contact details within seconds — increasing answer rates and boosting conversions.

The moment a lead submits their form, we automatically send them a customized text message introducing you as their assigned specialist.

Your name, photo, NPN, phone number, email, and calendar link are delivered instantly, creating trust and positioning you as the expert before you ever pick up the phone.

This real-time, personalized engagement dramatically improves connection rates and makes follow-up effortless.

Who We Work With

Lead Partner Not a Lead Vendor

We’re more than just a lead vendor we’re your lead partner. We customize the lead experience to match your approach, ensuring every prospect is familiar with you before you even make contact. This builds trust, increases engagement, and helps you close more deals.

LEARN MORE

Custom CRM

Designed to streamline your business operations and improve client engagement. It includes features like automated text and email marketing, drip campaigns to nurture leads over time, and automated client retention workflows to ensure you stay connected with your customers. By centralizing client data and automating repetitive tasks, it helps increase efficiency, boost conversions, and strengthen long-term relationships.

Learn More

Partner Plan

The Partner Plan is designed for agents who want full ownership of their marketing while leveraging expert support. It includes custom account creation where we manage your ads, weekly social media posts, and ads featuring you the agent personally. You also get a custom website and landing pages tailored to specific lead types, plus a range of additional marketing tools to help you generate and convert leads more effectively. This plan puts your brand front and center while giving you the power and flexibility to grow your business.

Learn More

Frequently Asked Questions

What types of leads do you offer?

We currently generate:

- Final Expense Leads

- Indexed Universal Life (IUL) Leads

- Roth IRA / 401(k) Rollover Leads

Each lead type uses its own tailored ad messaging to attract high-intent prospects.

More Lead Types Coming Soon!

Are the leads exclusive to me?

Yes. Every lead you purchase is 100% exclusive to you forever. We never resell, recycle, or share your leads with other agents. Once it’s generated, it’s yours and only yours.

How are these leads generated?

We generate all leads through Digital marketing, mainly Facebook and Instagram Lead Forms. Each campaign uses highly targeted ads with images and videos tailored to Final Expense, IUL, or Roth IRA audiences. Leads answer a multi-question form and, always verify their phone number using an OTP code before submitting

What customized follow-up features do you offer?

We offer two powerful customization options designed to increase your contact rates and boost appointments:

1. Inbound Call Option

With this feature, leads are prompted to call you directly the moment they submit the form.
They see your phone number instantly, giving you a surge of real-time inbound calls from high-intent prospects. This is ideal for agents who want immediate conversations and fast conversions.

2. Automated Appointment Scheduling

Prefer booked appointments over live calls?
We can automatically send each lead your personal scheduling link by text, allowing them to book directly on your calendar. This creates a seamless, hands-off appointment flow and ensures your calendar stays full without manual outreach.

How fast do I receive the leads?

Leads are delivered instantly in real time. As soon as the prospect submits their form, you receive it in a google spreadsheet or your CRM, and they receive your text message immediately.

Do we offer aged or shared leads?

No. We only deliver fresh, exclusive leads generated in real time. Absolutely no aged, shared, or recycled leads.

What is your lead replacement policy?

We offer a fair and straightforward replacement policy to protect the quality of your order:

- We will replace any lead that comes in from a state you did not request.

- We will replace any lead where the phone number is no longer in service.

All leads are phone-verified through a secure OTP code before delivery, so disconnected or incorrect numbers are very rare. Occasionally, a number may slip through, which is why we offer replacements in those cases.

Because all leads are real people who voluntarily submit their information, we do not replace leads simply because they don’t convert. Replacing non-converting leads would be unsustainable.

Our goal is to ensure you receive high-quality, accurate leads in your chosen states, while keeping exclusivity and fairness intact.

Do you call my leads for me?

Not at this time. Currently, all leads are delivered to you in real time, and you handle outreach directly. This ensures every lead is connected with their dedicated agent immediately.

Coming soon: We are exploring a call center option that could allow leads to be contacted on your behalf, giving you an additional way to connect with prospects instantly.

Our Partner Plan: Feature You, Front and Center

With our Partner Plan, you’re not just buying leads — you become the face of your campaigns. We build a fully customized funnel that showcases you directly in the ads. This personalized approach ensures higher engagement, stronger connections, and more booked appointments — making every lead more likely to convert.

Book a Call

Have Questions? Speak With Our Team Today

Not sure which lead type is right for you, or want to learn how our exclusive, customized leads can grow your business? Schedule a quick discovery call with one of our specialists. We’ll walk you through our process, answer all your questions, and help you get started with leads that deliver real results.