Buy Annuity Leads: A Guide for Financial Professionals

Financial professionals looking to buy annuity leads have several delivery formats available, from real-time forms to live transfers, each suited to different practice styles.

Understanding these options helps advisors choose a purchasing approach genuinely matched to their specific production goals.

Available Purchasing Formats

Real-time exclusive leads, shared leads, and live transfers each offer distinct tradeoffs between cost and typical conversion rate.

Evaluating Providers Before Purchasing

Confirming a provider's screening practices and typical prospect profile before purchasing protects advisors from wasted spend on poorly matched leads.

What to Confirm Before Buying

• Genuine, current retirement planning intent.
• Documented, compliant consent for contact.
• Accurate, verified contact information.
• A delivery format matching your practice capacity.

Considering Investable Asset Thresholds

Confirming a lead's approximate investable assets before purchasing helps advisors focus spend on prospects genuinely suited to annuity products.

Starting With a Smaller Test Batch

Testing a smaller batch before committing significant budget helps advisors validate a specific provider's genuine quality with real experience.

Purchasing Through a Trusted Marketplace

Advisors can buy annuity leads through Eilite's buy leads platform for verified, compliant volume across multiple formats.

Measuring Purchase Performance

Tracking cost per sale after each purchase helps advisors refine which specific format and provider deliver the strongest results.

Advisors who diversify across a small number of vetted sources tend to maintain more consistent production than those depending on one provider.