How to Get Annuity Leads Without Buying Them

Annuity cases are large, which is exactly why lead vendors charge a premium and still resell the same retiree to three advisors. When one closed case is worth thousands in commission, it is worth owning the whole relationship instead of renting a shared name. Your own capture page is how you do that.

One case pays for years

A single annuity commission dwarfs a year of capturing your own leads. That math is why an exclusive, patient pipeline beats buying resold names every time.

What to capture from a retirement prospect

Annuity buyers are thinking about safety and income, not products. Offer a simple "protect your retirement income" guide and capture what lets you qualify the case:

Approximate age and target retirement date
Whether they have a 401k or IRA to roll over
Their biggest worry - running out, market losses, leaving a legacy
Whether they want guaranteed income or growth

Point pre-retiree content, rollover questions, and local retirement workshops at that page. These are patient, high-value prospects, and capturing them runs a flat $50 first month, then $95/mo - a rounding error against a single annuity commission.

Build your retirement-income page →