Estate Planning Leads
Estate planning can cover a broad range of topics and we offer several Estate Planning Lead Programs with a multipronged approach.
Designed to reach the target market having an average age of 60 to 80, our Estate Planning Program Leads address these issues: Probate Avoidance, Tax Reduction and Avoidance, Market Volatility, Return on Investments, Nursing Home Planning, Estate Tax Planning, and Multi-Generational Planning. Because of the broader appeal of these leads, we are able to garner a national response rate range of 0.8% to 3.2% and as high as 6.75% in some cases.
Life Insurance Lead Program: Mortgage Protection and Final Expense
Annuity Lead Program: Annuity
Trust Leads:
This lead program is for seniors interested in using Living Trusts to assist in estate planning. For a qualified estate, a living trust offers excellent planning opportunities, such as: avoiding delays in settling an estate, reducing stress for loved ones, keeping the estates' assets out of public record, providing a plan for incapacity and reducing the expense of settling an estate. It is also an opportune starting point for more advanced financial planning then building on an overall retirement strategy with other financial vehicles.
Funeral Trust Leads:
Funeral trust leads are a more specialized niche approach to protecting assets. It is an excellent tool to make sure money is available to pay for final expenses and protect the money from spend-down, in the event of a nursing home stay.
Life Settlement Leads:
Life settlement is a specific product that is emerging in the senior market. It is an excellent alternative for individuals who find they no longer have need for a policy and are considering cashing in or lapsing the policy. We have tested various mailers and as of yet have not found one that is cost-effective. We will continue to test and plan to make an announcement once this changes. Until then, life settlement seems to be something that you— as an agent— need to carry in your bag of tools to be used when appropriate.
ARM is able to use the freshest, most deliverable list data available, as we run a new list with each order that is verified against the US Postal Service Records for address accuracy; we do not reuse lists.
Samples: Available for Preview.
To view a sampling of our latest lead programs, please request a User Login from the left menu bar.
Ordering: Made Simple.
Call one of our friendly customer service representatives at (800) 992-2722. You may start receiving leads as soon as three (3) weeks after placing your order. Don't skip a beat — to continue your flow of leads, consider placing your next order within four (4) weeks after your previous order.
Lead Delivery: Giving You a Quick Turn-Around Digitally.
Once we receive your leads, they will be accessible by internet within hours. We process promptly and accurately. And we notify you via email when your leads arrive: easy, quick and you can see your leads real-time. Of course, if you would like hard copies of your leads — we can make these available to you.
Exclusivity: Your Leads Are Yours.
Each prospect reply to your campaign is yours and ONLY YOURS! We do not recycle leads and will NEVER, NEVER sell your leads to someone else.
Pricing: Cost-Effective Turn-Key Programs.
Please call one of our friendly staff, so we may offer you the most effective program and demographics for your areas and match you to your budgetary needs.