IUL & Tax-Free Lead Generation

IUL Leads From Buyers Who Understand the Offer

Indexed universal life and tax-free retirement lead generation for agencies — educated, higher-intent leads generated through creative that pre-frames the conversation before your agents ever pick up the phone.

30 minutes · free ad account audit · no pitch, no pressure.

Jeromy Kovatana
$3M+/mo managed 1M+ leads
$0
Ad Spend Managed
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Leads Generated
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Clients Served
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Premium Placed

The IUL Lead Problem

Why most iul lead spend underperforms

Tire-kickers and bad fits

IUL has a longer, more educational sales cycle. Cheap, broad leads just waste your agents' time.

Explaining a complex product in an ad

IUL doesn't sell on a one-liner. The creative has to educate and qualify before the lead ever fills out a form.

Higher-value buyer, harder targeting

Reaching the right age and income band on Meta takes tested audience architecture, not guesswork.

What I Build

IUL lead generation, done for you

IUL and tax-free positioning is a vertical I run actively. It rewards education-first creative and tight targeting — a different game than final expense, and one I've built specifically for.

  • Education-first creative that pre-qualifies the IUL buyer
  • Audience architecture tuned to the right age and income bands
  • Nurture sequences built for a longer, consultative sales cycle

What Agency Owners Say

Without a doubt BEST Facebook lead in industry! On average I get 4x my investment!

Adam R.
Agency Owner

I ordered 30 leads... I spoke to 14 people in 2 days and booked 11.

Louis L.
Insurance Agent

These guys are top notch. The team has been instrumental in helping me plan the $25K month I just had.

Gabriel H.
Agency Owner

FAQ

IUL Lead Generation — Common Questions

Are these leads pre-qualified?

The creative is built to educate and filter, so the leads that come through already understand the offer better than a generic broad lead.

Can you target by income or age?

Yes, through tested audience architecture rather than a single broad setting.

Do you handle the follow-up automation?

Yes — IUL needs a longer nurture, and I build the sequences that keep you in front of the buyer until they're ready.

Book Your Free Strategy Call

Pick a time that works. 30 minutes on your iul lead generation — what's working, what's not, and how to scale it.

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