Our marketing team is always on the hunt for the freshest lead programs and working with our partners to put them in your hands. Check out our current offers below.
Select a program below or continue scrolling to learn about our current offers.
Annuity Selling Machine (ASM) has revolutionized the annuity sales landscape. Using an intelligent prospect algorithm, unique pre-qualified leads are curated for you and delivered directly into your calendar. You do not pay for any lead unless you make a sale. ASM puts the advisor at the center and in control.
No more recycled or shared leads. We know you have been down that road. ASM aligns with our UMO philosophy: until there is a sale Unkefer receives no fee.
All ASM leads have high net wealth (>$200K), existing 401K/IRA, and an expressed need for advisor assistance. While the prospect delivery system is automated, our service is personal. We will be only a phone call away to help support your sale.
Our federal program attracts and converts high-earning federal employees! We identified an opportunity for financial planning in the government employee market and built a unique system for advisors to serve it. Our federal leads are client initiated. This is a high-earning, captive market with leads actively seeking enhanced planning of their financial futures. Having worked in this space for a decade we know that the conversion rate is high and these leads need your help!
Become a Business’s Trusted Financial Wellness Advisor!
These FE/ Term Life leads are called by our outcall team, then double-verified, by an independent, third-party, call center. Our intensive verification methods equal more consistent sales. Our test Agents have converted, on average, 35% of the prospect leads they worked. This is a consistent result we are seeing, however, our best agent has converted 48% of their opportunities. Our worst agent is at a 24% conversion rate. Further proof that our Final Expense & Term Life prospect opportunities turn into real-world sales… consistently!
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