The brief
Annuity sales are crowded, and generic lead lists rarely convert. Our clients wanted a way to attract prospects who were already interested in an annuity, and to hand the advisor enough detail to have a real conversation.
What we built
The Realtime Annuity Calculator is a custom application built around the factor tables of the actual product being sold. Prospects enter a few details and see their potential annuity income instantly, while the advisor receives a detailed lead in real time.
It can run in any metro area and scale from a single advisor to an IMO distributing leads across its team. Products, questions and lead volume can all be tailored.
The result
Prospects get a clear picture of their future income before they ever speak to anyone, and advisors get warmer, better-informed conversations.
