EXCLUSIVE LEAD GENERATION PROGRAM FOR INDEPENDENT INSURANCE AGENTS AND FINANCIAL PROFESSIONALS
Receive high quality leads just by doing business with us. No hidden fees. No monthly subscriptions. No costs. No catch.
This strategy utilizes Meta through a paid media strategy, targeting high income individuals in your area, whether that's local or state-wide. We will create ad copy and visuals while managing your meta ad campaign with minimal tinkering to deliver the best conversions for the process. We need two to three weeks to set up the campaign, and then once active, we will deliver leads to you for the next 14 to 21 days.
Through discussions with our sales team, the producer determines Divergent Advisors is a strategic fit and wants to take part in our Retire101 Leads program.
We do the work for the producer of establishing carrier contracts with Divergent Advisors through one secure, central application. Simple and easily manageable in one spot.
Qualify for the Retire101 Lead Generation program (annuity production requirements apply).
Producer learns about the Roth IRA conversion process.
Producer secures ad campaign location (city, state) and discusses how leads should be distributed.
Divergent Advisors will create and maintain the digital ad campaign and will email and/or text the lead information directly.
Campaign setup takes 2-3 weeks, followed by a 14-21 day active period delivering 15+ leads.
- $100k of issued qualifying annuity production with DA or $5k target life premium earns 25+ leads
- $300k/$15k earns 25 more leads and $1m/$100k total issued earns an additional 25 leads
The leads will be delivered by email or text to you in near real-time when they are generated.
The lead's full name, email, and phone number along with his or her answers from the short form related to things such as age and retirement plans they currently have, to name a few.
As soon as your production is issued, we will need the contact information for each individual producer participating in the program (name, number, and email), and where we will be focusing the ads (city/state). After that, you will need to familiarize yourself with how the Roth IRA conversion process works and gather any desired resources you may need for prospect conversations.
25 more leads for $500k annuity/$50k target life premium and 25 more at $1m annuity/$100k target life premium.
No. We will use our own landing page with Retire101 branding. The campaign message will be presented as ‘One of our local financial professionals will be reaching out to you shortly’ to maintain an affiliation without mentioning specific names.
- Bill C. from Arizona
- James W. from Florida
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