We have a variety of lead sources for you to choose from.  It is recommended that you have 3 to 5 lead sources where you are receiving the number leads needed to achieve your weekly appointment and sales goals.

Leads are your key to opportunities to create the type of business you desire.  All top producing six-figure earners invest in leads.

Final Expense Lead Options

Finale Expense Facebook leads.

These leads are generated from a Facebook advertising campaign targeting the senior market.

We have two different vendors for Facebook Final Expense leads. Order directly from the vendor below.

Final Expense Entourage: http://entourage.calendarleads.com/

One Life / Legacy Life: https://one-life-america.myshopify.com/

  • Turnaround time: 24 to 48 hours
  • Price $18-22 each
  • Minimum weekly order: 20
  • Recommend weekly order: 20-40

Final Expense Direct Mail leads.   A Leads  Direct Mail A Leads represent about 1% of your target market and are the most expensive leads out there. For example, if we direct mail 1000 persons of the appropriate age for Final Expense, the return will yield about 10 respondents. Working only this type of lead, an agent will miss another 990 opportunities to sit with people who need to address their Final Expense requirements, and would most likely buy from you if they only knew you existed and could hear your presentation.

Direct mail leads are leads where the company sends a direct mail campaign for you. It does require an ongoing commitment.

  • Price $35 each
  • Turnaround time: 3 to 5 weeks
  • Minimum weekly order: 10
  • Recommend weekly order: 15-20

How to order:

Fill out the order form and email it to Eric Salazar – esalazar@legacylifeusa.com

Lead details:

  • Direct mail campaign specifically for you and the geographic market you want to target.
  • You will be automatically billed for the leads that come in each week come in each week

Final Expense leads. 

A- Leads  These are available in limited numbers in various areas.  Many agents purchase them in bulk and travel outside their home market.  Others purchase them close to home (when and where available) and supplement their “A” leads (if any) to increase their prospecting opportunities.  They are not as “fresh” as an “A” lead and therefore greater effort must be made when prospecting with these leads, but many agents have incredible success with “A-” leads. An agent adding A- leads to their prospecting efforts can expect to increase their income by an additional $25,000 – $50,000 per year. Of course, the net income goes up considerably as well since the “client acquisition” cost is much lower.

B Leads  These are available in limited numbers in various areas.  Many agents (new and veterans alike) purchase these in bulk to add to their “prospecting” opportunities.  A “B” lead is a once distributed lead that, to our knowledge, was not sold by one of our agents. “B” leads are a great way to add to your prospecting opportunities and reach out to more people in your target market WITHOUT breaking the bank.  Agents incorporating “B” leads into their prospecting plan can expect to increase their income by an additional $35,000 – $50,000 per year.  Of course, “B” leads take more effort and skill than “A-” leads which take more effort and skill than “A” leads, but many agents have great success with “B” leads and love working them as their primary means of “client acquisition.”

  • Price A- leads $7 each, B leads $4 each
  • Turnaround time: 24 hours

How to order:

Final Expense Telemarketed leads. These leads are generated through telemarketing.  The telemarketed has contacted individual to pre-screen their interest and they have agreed to receiving a call from an agent.

  • Price $15 each
  • Turnaround time: 8 to 14 days
  • Minimum weekly order: 15

How to order:

Fill out the order form and email it to Eric Salazar – esalazar@legacylifeusa.com

Lead details:

  • Telemarketed lead based on the geographic area you provide.
  • Leads are fresh and exclusive to you
  • Leads are generated by US based telemarketers

Mortgage Protection Lead Options

Mortgage Protection Call-In leads.  These leads can be ordered directly through Legacy using the lead order form.

This is a Direct mail lead where the company sends a direct mail campaign for you to your targeted area.  Instead of having the prospect mail in the card they Call In.  This allows you to get the lead very quick and be the first one in the home.

  • Price $35 for completed calls – when the caller dials in and completes the call through the system this is considered a completed lead.
    • $4 for incomplete calls – caller dials in but at some point hangs ups and does not complete the call. These are still good because they expressed interest but didn’t complete the process through the phone system.
  • Turnaround time: 10 to 14 days
  • Minimum weekly order: 5
  • Recommend weekly order: 10+

For more information visit the vendor website: http://www.nfleads.com/

How to order:

Special pricing for Team BlueRock only – when you are on a weekly standing order you receive the “in-complete” leads for free.

Fill out the order form and in the “Notes” section write in “Call-In leads”. Once completed email it to Eric Salazar – esalazar@legacylifeusa.com

For the $4 “in-completes” these can be ordered through the OPT Lead Smart system.

Lead details:

  • Direct mail campaign specifically for you and the geographic market you want to target.
  • You will be automatically billed for the leads that come in each week come in each week

Mortgage Protection Direct Mail leadsA Leads  Direct Mail A Leads represent about 1% of your target market and are the most expensive leads out there.  For example, if 1000 people in your county close loans this week and we direct mail them all, the return will yield 10 respondents. Working only this lead, an agent will miss another 990 opportunities to sit with people who just had mortgage activity and would most likely buy from you if they only knew you existed and could hear your presentation.

Direct mail leads are leads where the company sends a direct mail campaign for you. It does require an ongoing commitment.

  • Price $50 each
  • Turnaround time: 3 to 5 weeks
  • Minimum weekly order: 7
  • Recommend weekly order: 15-20

How to order:

Fill out the order form and email it to Eric Salazar – esalazar@legacylifeusa.com

Lead details:

  • Direct mail campaign specifically for you and the geographic market you want to target.
  • You will be automatically billed for the leads that come in each week come in each week

Mortgage Protection Telemarketed leads.   Telemarketed leads are a great way to get started with your Mortgage Protection prospecting or to supplement your campaign with additional leads as you will typically begin to receive these leads in a week to 10 days after your order is placed. Telemarketed leads, used in conjunction with the other lead types that follow, help you get up and going quickly while you wait for your fresh direct mail leads to start to come in.

These leads are generated through telemarketing.  The telemarketer has contacted the individual to pre-screen their interest and they have agreed to receive a call from an agent.

  • Price $25 each
  • Turnaround time: 8 to 14 days
  • Minimum weekly order: 15

How to order:

Fill out the order form and email it to Eric Salazar – esalazar@legacylifeusa.com

Lead details:

  • Telemarketed lead based on the geographic area you provide.
  • Leads are fresh and exclusive to you

Mortgage Protection A- & B Leads online

A- Leads  These are available in limited numbers in various areas.  Many agents purchase them in bulk and travel outside their home market.  Others purchase them close to home (when and where available) and supplement their “A” leads (if any) to increase their prospecting opportunities.  They are not as “fresh” as an “A” lead and therefore greater effort must be made when prospecting with these leads, but many agents have incredible success with “A-” leads. An agent adding A- leads to their prospecting efforts can expect to increase their income by an additional $25,000 – $50,000 per year. Of course, the net income goes up considerably as well since the “client acquisition” cost is much lower.

B Leads  These are available in limited numbers in various areas.  Many agents (new and veterans alike) purchase these in bulk to add to their “prospecting” opportunities.  A “B” lead is a once distributed lead that, to our knowledge, was not sold by one of our agents. “B” leads are a great way to add to your prospecting opportunities and reach out to more people in your target market WITHOUT breaking the bank.  Agents incorporating “B” leads into their prospecting plan can expect to increase their income by an additional $35,000 – $50,000 per year.  Of course, “B” leads take more effort and skill than “A-” leads which take more effort and skill than “A” leads, but many agents have great success with “B” leads and love working them as their primary means of “client acquisition.”

  • Price A- leads $7 each, B leads $4 each
  • Turnaround time: 24 hours

How to order:

Mortgage Protection Pre-approach leads.

Pre-approach Leads  This is by far the most lucrative and inexpensive method of “client acquisition.” Using just this prospecting method, an agent can guarantee himself/herself a minimum of 15 appointments per week and an annual income of over $300,000 when also incorporating the Financial eValuator.  An agent looking to become a builder/duplicator can realize the highest number of agents per area by incorporating this one prospecting tool!  So why doesn’t everybody do it?  Because it’s work and it isn’t as easy as “A”, “A-” or “B” leads for most people.

What is the Pre-approach Lead?  Remember in #1 above when we talked about the “A” lead and how it is generated? Remember the 990 that didn’t reply?  Well, every one of those people received a letter discussing what it is and how important it is… but like most people out there (most likely me and you included) they never even bothered to read it and threw it away.  Had they read it; had they known you were available to explain it to them; they would have surely wanted to see you, sit with you and buy from you!  The opportunity?  Meet these people, show them an example of the letter that was sent to them, let them know what your role is, and get in there and enroll them!

Direct mail leads are leads where the company sends a direct mail campaign for you.

  • Price $25 per 100
  • Turnaround time: Call to check
  • Minimum order: 100

How to order:

Fill out the order form and email it to Eric Salazar – esalazar@legacylifeusa.com

Lead details:

  • Direct mail campaign specifically for you and the geographic market you want to target.
  • You will be automatically billed for the leads that come in each week come in each week

Have a professional appointment setter set your appointments for you each week.

$35 per set appointment from the leads you provide.

Appointment Setting Order Form & Agreement

Sample Calls 1

Sample Call 2