Pricing starts with a conversation
We price per opportunity, and what that costs depends on your market. Publishing a rate card would give most producers the wrong number, so we cover pricing directly on the strategy call.
Your states
Ad costs vary widely by market. What an IUL opportunity costs to generate in rural Georgia is not what it costs in South Florida.
Your volume
How many new conversations your team can realistically work each month changes both the pricing and whether we can serve you well.
Your capacity
Opportunities only pay off when someone calls them quickly. We'd rather size the volume to your follow-up than oversell you.
What we cover on the call
- Per-opportunity pricing for the states you write in
- Volume tiers and what your first month would look like
- The replacement policy, in writing
- How opportunities reach you and how fast
- Whether this is a fit right now — and we'll say so if it isn't
Book Your Free Strategy Call
20 minutes. No retainer, no setup fee, no long contract.