Exclusive Indexed Universal Life leads delivered straight to your pipeline. No retainers, no shared leads, no wasted time on unqualified prospects.
We handle the ads, qualification and delivery. Your team focuses on calling, presenting and closing.
We run campaigns targeting consumers researching retirement planning, tax-advantaged growth and life insurance protection.
Prospects submit income, age, coverage goals and contact details.
Every lead is checked for intent, phone accuracy, licensed state match and income fit.
Qualified leads hit your CRM instantly. Call fast, book the appointment and present the policy.
You only pay for leads that meet the agreed standard. Anything outside the criteria gets replaced.
A simple pay-per-lead system for IUL brokers and agencies that want more appointment-ready prospects.
Your prospects are yours only. We do not resell the same lead to competing brokers.
Every lead confirms an income range before delivery, so your team avoids low-value conversations.
Leads are sent instantly by SMS, email or directly into your CRM.
If a lead misses the agreed criteria, we replace it. Simple.
Leads are matched to the states you are licensed and appointed to write business in.
Buy the volume you need and scale up when your team is ready for more appointments.
IUL brokers using LegacyReach to fill their pipeline.
"The lead quality is the difference. We are booking more appointments and wasting less time on tire-kickers."
"Exclusive leads made it worth it. We are not competing with three other agents for the same prospect."
"We had qualified appointments booked the first week. Clean system and easy pricing."
Tell us about your book of business and we will check lead availability in your licensed states.