Leads · Tax-free retirement messaging
IUL / retirement leads
Working-age prospects responding to tax-advantaged retirement and cash-value messaging. Longer sales cycle, larger cases.
The inventory
How iul / retirement runs.
IUL records come from retirement-income campaigns, not from life insurance creative. The prospect self-reported an income band and an amount they are able to set aside monthly, which is what makes the record worth calling.
Expect a longer cycle than final expense. Agents who work these on a two-appointment process get the most out of them.
Every record carries
- First name, last name, date of birth
- Mobile phone, email, city and state
- Household income band
- Monthly amount available to contribute
- Existing retirement accounts indicated
- TrustedForm certificate URL
Who buys this
Delivery
Aged inventory
States
Sample record — fictional data
Lead record
iul_retirement · real-time
- first_name
- Cameron
- last_name
- Oyelaran
- dob
- 1983-09-06
- age
- 42
- phone
- +1 (312) 555-0164
- c.oyelaran@example.com
- city_state
- Oak Park, IL
- income_band
- $120k–$180k
- monthly_available
- $750
- existing_accounts
- 401(k), Roth IRA
- goal
- Tax-free income at 65
- trustedform_cert
- cert.trustedform.com/6d51…
- source
- meta / iul-taxfree-v3 / ad_0872
Sample — fictional data
POST /webhook · 200
This is the exact field set delivered on a iul / retirement record. Values are invented for illustration. We never display real consumer data.
If a record is bad
Flag it in 72 hours, get it replaced.
72 hours to flag
Flag a record in the dashboard with a reason code within 72 hours of order fill.
Five reason codes, published
Bad number, duplicate, out of age range, out of state, wrong vertical. Nothing vague.
Capped at 20% of order volume
Replacements ship at no cost. Replacement records carry no further replacement right.
Calls bill after 10 seconds
Misdials and instant hangups are not billed. Duplicate callers inside 30 days are not billed.
Other verticals
Also generated in-house.
Final expense
from $15
Ages 50–85, actively looking for burial and final expense coverage. The highest-volume vertical we run and the one most agents start on.
Veteran life
from $17
Veterans and active-duty households looking at life coverage alongside VA benefits. Higher intent, higher average face amount, priced accordingly.
Medicare
from $16
T65 and Medicare Advantage shoppers. Volume climbs hard through AEP and we scale ad spend to match — book standing orders early.
Mortgage protection
from $19
New and recent homeowners responding to mortgage protection messaging. Larger face amounts, term and IUL both place well.
Test iul / retirement with 10 free leads.
No card, no contract, delivered today. Give us your state set and age range and we will fill it from live inventory.