Pre-retirees with assets.
Ready to protect them.
Consumers 50–70 with real capital, actively researching guaranteed income and principal protection. Asset-qualified at opt-in, phone-verified, delivered in seconds — one agent, never shared.
Why annuity agents run out of runway.
Seminars don't scale
Dinner seminars cost $4–6K per event, response rates are trending down, and you can't ramp volume without ramping venue spend. A single bad weeknight wipes the ROI.
"Annuity" without assets
Most vendors send age-targeted leads with no asset filter. You run the illustrations, you set the appointment, you discover there's $12K in a 401(k). No case.
Five agents, one appointment
Shared leads hit 4–5 agents at once. You're not competing on advice — you're competing on who hit "call" first. That's not how retirement cases actually close.
Pre-retirees. Real assets. Real timelines.
Annuity leads are ages 50–70 with $100K+ in investable assets, concerned about market volatility, and actively comparing guaranteed-income options before they opt in.
- Ages 50–70 — approaching or in retirement
- Investable assets of $100K+
- Concerned about market volatility
- Researching FIAs, MYGAs, or income annuities
- Ready to speak with a financial professional
Average premium per annuity sale — pre-retirees with real assets, not window-shoppers.
Annuity demand is at a record high.
U.S. annuity sales volume
Baby boomers retire every day
Want guaranteed retirement income
Average annuity premium per sale
Every annuity lead, unpacked.
Every field on the card below is captured at opt-in and verified before delivery — so the first call is a qualified conversation, not a discovery call.
Full contact record
Name, direct-dial phone, working email. No partial records.
TCPA consent on file
Timestamp, IP, and the exact disclosure shown to the consumer — on record.
Product intent signal
Researching guaranteed income and principal protection. Not a window-shopper.
Investable assets verified
Asset-range filter on the form — real capital, not maybes.
Territory-matched
State, metro, or zip-radius respected. You never pay outside your license.
Delivered in seconds
Email, SMS, and CRM webhook fire in parallel on opt-in.
From ad impression to annuity appointment.
Target by age + wealth band
Facebook, Google, and YouTube campaigns geo-targeted around zip-code wealth bands. Messaging focused on guaranteed income and principal protection — no variable or speculative framing.
Filter for real assets
Opt-in form captures investable-asset band ($100K+). Prospects with no asset base never reach your pipeline — they never convert and they burn your time.
Phone-verify before delivery
Every qualified opt-in is phone-verified for intent and retirement timeline. Bad numbers, unresponsive prospects, and wrong-state submissions never hit your inbox.
Delivered in seconds — exclusively
Real-time email, SMS, and CRM webhook fire in parallel. One lead. One agent. Never shared with a call-center bank or another producer.
Target by age + wealth band
Facebook, Google, and YouTube campaigns geo-targeted around zip-code wealth bands. Messaging focused on guaranteed income and principal protection — no variable or speculative framing.
Filter for real assets
Opt-in form captures investable-asset band ($100K+). Prospects with no asset base never reach your pipeline — they never convert and they burn your time.
Phone-verify before delivery
Every qualified opt-in is phone-verified for intent and retirement timeline. Bad numbers, unresponsive prospects, and wrong-state submissions never hit your inbox.
Delivered in seconds — exclusively
Real-time email, SMS, and CRM webhook fire in parallel. One lead. One agent. Never shared with a call-center bank or another producer.
Simple, transparent pricing.
IUL Leads
High-income consumers researching tax-free retirement.
- Full name, phone, email, location
- Age and estimated household income
- Specific IUL benefit of interest
- Real-time delivery, never shared
- TCPA-compliant consent on file
Annuity Leads
Pre-retirees with assets, ready to protect them.
- Full name, phone, email, location
- Age and retirement timeline
- Asset range and income goals
- Real-time delivery, never shared
- TCPA-compliant consent on file
Federal Retirement Leads
Federal employees navigating FERS, TSP, and FEGLI.
- Full name, phone, email, location
- Years of federal service (when provided)
- Retirement timeline and primary concern
- Real-time delivery, never shared
- TCPA-compliant consent on file
What annuity agents say.
Annuity lead questions.
Pre-retirees and retirees (typically 50–70 years old) who are actively researching guaranteed income options, principal protection, and safe alternatives to market-exposed retirement accounts.
Most prospects are interested in fixed indexed annuities (FIAs) and multi-year guaranteed annuities (MYGAs). Our ad campaigns focus on safety, guarantees, and retirement income — not variable or speculative products.
Our targeting filters for consumers with $100K+ in investable assets. While we can't guarantee asset levels, our audience skews toward professionals with existing 401(k)s, IRAs, or CDs approaching maturity.
Real-time delivery via email, SMS, and CRM webhook. You can also access all leads through your RodeoLeads dashboard with full contact history and notes.
Yes. You can pause, increase, or decrease your lead flow at any time. There are no long-term contracts — adjust volume based on your capacity and pipeline needs.