Leads is all about numbers, the more leads you have the higher your probability of closing. We recommend at least 100-200 leads a month for agents who want to be profitable.

If a number is incorrect or out of service, our team will first confirm that the contact information is out of service before replacing the lead.

Due to the high number of agents that we work with, we do not provide individual trainings to agents. We do provide a script to the agents that work with us to help them increase their chances of closing a sale.

An average target premium is $2,400 for an IUL policy.

Our top priority is to ensure that our clients have full understanding on how our business model works before starting our program. There will be no refund once a package has been paid for.

We primarily have the leads automatically populate in a google doc spreadsheet. However, if an agent uses a CRM we could also connect the leads to their CRM. Please note that we are not responsible for setting up CRM's for agents.

An average agent budgets a minimum of $2,000 a month in order to have a higher closing ratio.