Milestone insurance marketing, LLC
For Serious Agents and Advisors
Transform Your Business With Leads That Actually Close
Built for agents & advisors by real agents & advisors
Tired of bad leads?
Here's What To Expect From Our Leads
High-intent leads that have requested information about annuities
Verified Phone Number
Generated in real-time and are SMS-verified
Matt Costello
Founder and President
Milestone Insurance Marketing, LLC
PROOF OF RESULTS
These Are The Exact Leads That Helped Us Close Over $5 Million of New Annuity Business
PROCESS
We initially created our annuity lead gen nurturing campaign a few years ago solely for our retirement planning practice. From the outset, unlike most lead gen programs, our focus was on annuity sales, not lead sales. Since then, we've doggedly optimized our campaign by repeatedly asking ourselves: How can we drive more lead traffic to our door AND, how can we improve our systems and processes around connections and ultimately, successfully closing annuity sales? This clearly differentiates us from the programmer and software-as-service (SAAS) cowboy driven lead programs whose sole focus is always selling you leads.
Do you honestly think these other lead programs have thought once about how to increase the number of successful connections an agent can achieve in one hour? Or provide ongoing resources that teach agents the virtual sales process versus the in-person sales process we all grew up on. Building credibility no longer over a cup of coffee, rather over the air waves. This was a huge paradigm shift for me personally. And finally, how do we realign what our program costs with value received. Because as one of Warren Buffet's most famous quotes says: "Price is what you pay; value is what you get."
Credibility: I have been an insurance agent and investment advisor for the last 32 years. The Campaign we've developed, along with the companion systems and processes, we believe, maximizes your opportunities for success.
Achievement: Through great trial and error we established the systems and processes that makes it significantly more time efficient and cost effective
Results: Our programs focus is on generating annuity sales, not lead sales
How Our Lead Program Works
Order Your Leads
Upon receipt of our your completed and signed program engagement agreement, we establish your target locations (the more states the better) , and approximately how many leads you wish to receive per month .
Custom Setup
Your CRM, calendar, local phone presence, anti-spam phone number approval and other customizations are configured and set.
Lead Delivery
Your new campaign begins delivering leads in seven to ten days (oftentimes less). You receive real time notification of each new lead by text and email, while the lead is simultaneously opted into the nurturing workflow and appear in your CRM.
Frequently Asked Questions
How is your annuity lead program different from other lead programs?
Being an advisor, after developing annuity leads solely for my own benefit, having participated in all different types of lead gen campaigns over the years, we've learned what works and what doesn't. We wanted exclusive leads. We didn't want ones that bait-and-switch the consumer into filling out a lead form over any other premise than to learn about annuities. Our ad copy's tag line is: "You probably have a lot of questions about annuities." , not "complete this lead form for your complimentary social security optimization report". We call that "merchandising the A word". That's why these are referred to as high intent annuity leads. The consumer knows exactly what they're signing up for. Admittedly, not every lead has the same level of intention. But enough do. There is no mention of rates of return returns and certainly no guarantees.
And for me personally, I much prefer, for example , fifty new opportunities every month over ten leads per month , spending essentially the same marketing dollars monthly.
Which demographics does your lead program target?
There has been a great deal of enhancement to demographic and location targeting of late. Machine learning which optimizes platform algorithms being the main driver. Our baseline ages are between 50-75. Minimum annual income $75,000.00. We use key word searches like "insurance, retirement and such". Outside interests like travel , gardening, the arts etc... We then add in your target states, being able to further target all the way down to zip code. All of these variables, of course, are customizable.
How many leads can I expect to receive monthly?
Our minimum monthly commitment is for approximately fifty leads per month. That said, adjustments to daily ad spend can be input to accommodate much greater monthly lead volume.
How quickly will I start receiving leads?
Most clients begin receiving verified leads between 7 and 10 days after we receive your executed program agreement. Exact timing depends on your custom setup, CRM integration, and campaign targeting. We prioritize fast onboarding and will work with you to start delivery as soon as possible.
What is your billing process?
Once we have received your signed agreement, we will charge your credit card immediately for the $97 one-time set-up fee. We charge your credit card $79 for each new lead immediately upon lead delivery. We reserve the right to charge your credit card anytime a lead comes in. Our software will bill your account for the outstanding balance every Wednesday morning. We expect any billing problems to be resolved within 48 hours.
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