Exclusive Annuities & IUL Leads
Looking to grow your book with high-value, long-term clients? Exclusive Annuity and Indexed Universal Life (IUL) leads from Insurance Marketing Hub connect you directly with retirement-ready prospects who are actively searching for financial security, tax advantages, and lifetime income solutions. These leads aren’t scraped from databases or resold. They’re fresh, exclusive, and designed for conversion.
Annuity and IUL leads are contacts generated from consumers interested in long-term financial planning, wealth preservation, and retirement income. These buyers often come with large lump sums or significant investable assets, and they’re looking for trusted advisors to guide them.
Annuity leads typically come from retirees or near-retirees who want to protect their savings and ensure a predictable income stream for life. They’re asking questions like:
Annuity prospects are serious about securing their financial future and are often ready to move forward with the proper guidance.
IUL leads represent financially savvy individuals interested in tax-free growth, market-linked performance, and permanent life insurance. These consumers are typically exploring:
Many IUL prospects are in their 30s to 60s, making them ideal long-term clients who value both protection and potential.
Why Sell Annuities and IULs?
Adding annuities and IULs to your sales portfolio means tapping into high-commission, low-churn products that deliver real value to clients. With the right leads, you’ll spend less time chasing and more time closing.
Unlike smaller insurance policies, annuity and IUL products often generate larger commissions per sale. These leads allow you to:
Every lead has the potential to be a game-changer for your revenue goals.
With economic uncertainty and longer life expectancies, more people are seeking financial products that offer guarantees, flexibility, and tax efficiency. This includes:
This is not a niche — it’s a booming market with expanding opportunity.
How Insurance Agents Can Profit from The Great Wealth Transfer Using Estate Planning Seminars
The biggest financial opportunity of our generation is already happening—now is the time to leverage estate planning seminars to sell annuities and build lifetime clients.
We don’t believe in one-size-fits-all lead gen. At Insurance Marketing Hub, we tailor campaigns to align with buyer intent, financial stage, and product interest, ensuring qualified, exclusive leads land directly in your inbox.
Our leads don’t come from static databases or recycled lists — they’re generated in real time based on current consumer behavior and intent. Here’s what sets our delivery process apart:
Because we can promise these qualities, our leads are more than just fresh. They’re already looking for a productive, one-on-one sales conversation.
To connect with today’s retirement-focused and tax-conscious consumers, we run strategic digital campaigns across search engines and social media platforms. These campaigns are designed to reach prospects while they’re actively researching solutions.
Our digital approach helps you:
While digital dominates many channels, offline marketing still delivers exceptional results, especially among older, high-net-worth audiences who value face-to-face interactions and physical communication.
Our proven offline strategies include:
Not all leads work the same way — and that’s a good thing. Whether you prefer fast-paced digital outreach or deeper relationship-building, choosing the right lead type can make all the difference in your close rate and workflow.
Each lead source we offer—digital, direct mail, and seminar—comes with its own strengths.
Choosing the right lead type also depends on how you sell. If you’re a strong closer over the phone or via Zoom, digital leads will feed your calendar fast and consistently. If you prefer in-person appointments, direct mail, or seminar-based leads give you a warmer entry point and more time to build trust.
Why You’ll Love Our Estate Planning Seminars
66
Buying Units per Event
We deliver a highly engaged audience of approx. 66 affluent buying units registered per event.
$1.38MM
Average Net Worth
Attendees represent an average of $838,000 – $1.38MM per buying unit, putting qualified money in the room.
87%
Appointment Rate
Based on agent reports, 87% of event attendees schedule follow-up appointments, exhibiting high conversion potential.
Maximize Sales with Minimal Effort — and Unmatched Support
We do the heavy lifting — targeted data, multichannel campaigns, 24/7 RSVPs, automated confirmations, event reminders, and post-event nurturing through a multi-touch email campaign — so you can focus on building relationships, presenting to an engaged audience of qualified prospects, and closing sales.
Estate Planning Seminars: Features & Pricing
Our comprehensive, ready-to-execute seminar packages help you connect with more affluent individuals in your area, providing valuable opportunities to assist them in achieving their financial goals — while boosting your income through Annuities, IULs, and insurance.
Multichannel Campaigns
Blend the strength of targeted direct mail and broad reach digital with a smart mix of premium mailed invitations and social media advertising.
Event Reminders
Multi-touch event confirmations and reminders keep your registrants engaged and ensure they remember your event.
24/7 RSVPs
Registration is easy with branded landing pages and a 24/7 Hotline. Registrants receive automated confirmations upon sign-up.
Post Event Analysis
With our data-driven recommendations, and post-event surveys that gather participant feedback, you receive valuable optimization insights after each event.
Multi-Week Social Media
Advertising Campaign
Branded Landing Page
Email/SMS Confirmations and Reminders
24/7 RSVP System
Shared RSVP Tracking
Cohosted Facebook Event
Sample Social Media Creative for Event Promotion
Registration Sign In Sheet
6,000 Premium Invitations &
Digital Ad Campaigns
All Features Included in Digital-Only Package, PLUS:
6,000 Premium Printed Invitations & Direct Mail Services
Post Event Email Campaign to Nurture Opportunities*
Post Event Surveys to Registrants
Shareable PDF for Event Promotion
Most Effective!
4,000 Premium Invitations &
Digital Ad Campaigns
All Features Included in Digital-Only Package, PLUS:
4,000 Premium Printed Invitations & Direct Mail Services
Post Event Surveys to Registrants
Shareable PDF for Event Promotion
*Dependent on proper tracking of attendees
At Insurance Marketing Hub, we don’t just sell leads. We help agents build sustainable, high-performing businesses. Our mission is rooted in quality, compliance, and results that last well beyond the first sale.
What sets us apart is our commitment to delivering real consumer intent. Every lead is generated from live, high-intent activity — not aged data or shared lists — so you’re always starting with a prospect who’s ready to engage. We also understand that no two agents operate the same way, which is why we offer a variety of lead types tailored to fit different sales strategies, whether you thrive on phone calls, in-person meetings, or seminar presentations.
If you’re ready to connect with serious prospects and grow your business with confidence, we’re ready to help. Schedule a free lead consult to get started with exclusive annuity and IUL leads. Your next high-value client is already looking for someone like you.
“The best way to predict
the future is to create it.”
Peter Drucker, Educator, Author & “Father of Modern Management”
Yes. All leads provided by Insurance Marketing Hub are 100% exclusive. That means once a lead is generated and assigned to you, it will not be shared or resold to other agents—giving you the best chance to connect, convert, and build a long-term client relationship.
Direct mail leads are delivered daily, and digital leads are delivered as soon as they’re received. This immediacy allows you to reach out while interest is high and maximize your conversion rate.
Pricing varies depending on lead type (digital, direct mail, seminar), volume, and geographic targeting. We’ll work with you to customize a plan that fits your budget and goals. Our leads are priced for quality—focused on ROI, not just quantity.
Not necessarily. While product knowledge is helpful, many agents we work with are new to annuities or IULs. These products are in high demand, and we can help guide you toward the right lead type and resources to support your growth.
Yes. We don’t just provide leads—we’re here to help you succeed. Our team can help you select the right lead strategy for your process and provide ongoing support so you can improve conversions and make the most of every opportunity.
Schedule a Free Lead Consultation
"*" indicates required fields
