The Truth About Annuity Leads (What Actually Converts)
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The Truth About Annuity Leads (What Actually Converts)
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About this listen
They fail because they’re unfiltered… or they’re not worked properly.
In this episode, Roy sits down with Michael McMillan, President of Financialize, to break down what makes phone-verified annuity leads different — and why serious agents are seeing 26–34% short-term conversions and even higher long-term results when they stay consistent.
We talk about:
• What real lead verification looks like
• Why most agents quit after 2 attempts (and how that kills production)
• The 5-minute follow-up rule
• How to revive old leads sitting in your CRM
• Why December is a power month for front-loading production
• The story of an agent who turned $500 into a $14M annuity year If you’re trying to scale your annuity business and build something consistent — not seasonal — this episode will shift how you think about marketing and reinvestment.
🔗 https://www.financialize.com/
🔗 https://www.myleadrevival.com/
🔗 https://www.annuityproducers.com/live-event-2026
Key Topics Covered:
00:00 Why phone-verified leads matter
04:00 The 5-point verification process
08:00 Real conversion numbers
11:00 Long-term follow-up strategy
15:00 Lead Revival explained
17:00 The $500 startup story
20:00 Why annuity leads cost more (and why that’s okay)
22:00 The massive opportunity in the aging advisor market
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
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