Your name in their inbox
Newsletter Drips keep useful retirement topics in front of your contacts, sent under your name. The Weekly MYGA Rate Report gives your clients current rates every week.
Stay in touch
New Financialize leads now included with LeadProStay in touch with every client, even in your busiest weeks.
LeadPro builds on the Basic tools you already use. Newsletter Drips, the Weekly MYGA Rate Report, birthday and annual-review follow-up, and a full agent website keep you in front of your clients, so more of your time goes to the conversations themselves.
- $199/month
- $25 monthly usage credit
- No setup fee
Illustrative preview
YN
Your NameLicensed Agent
This month's retirement newsletter
Book a time to talk- Weekly MYGA Rate ReportCurrent rates sent to your clients
- Birthday emailSent under your name
- Annual-review invitationPrompts clients to reconnect
- New Financialize leadMatched to your licensed states
- 4.8xas likely to write business
(31.5% vs 6.5%) - 6xas likely to be a frontline producer, $50K+ in premium (24.6% vs 4.0%)
- 979+clicks on agents' booking links in the last year
- $25 credittoward monthly CRM usage
LeadPro agents compared with agents not on LeadPro, April 30 to October 27, 2026, using the plan each agent had on April 30. Test and Annuity.com accounts removed. This shows a pattern, not that LeadPro caused it. Booking-link clicks are a minimum. Individual results vary.
Built on Basic
Keep everything you use today. Add the marketing that runs alongside it.
Your CRM is free on Basic. LeadPro is what we load into it, plus a monthly report that shows you what it did.
You already have Basic
Free, and it stays with you on LeadPro.
- Everything you need to write business
- Your own CRM for contacts, conversations, and calendar (you pay your own usage)
- One-page starter page at yourname.annuity.com with your photo, bio, states, and booking link
- Access to all event training videos
LeadPro adds
Everything in Basic, plus:
Monthly "What LeadPro did for you" reportSee what your marketing produced each month. If there's something to fix, like uploading contacts or adding a booking link, it tells you what to do next.
Newsletter DripsUseful retirement topics, sent under your name
Weekly MYGA Rate ReportCurrent MYGA rates sent to your clients every week
Birthday and annual-review workflowsPersonal moments that invite clients to reconnect
Full agent websiteLead capture and calculators that turn interest into inquiries
Find-an-Agent listingConsumers on Annuity.com can find your profile and contact you
Financialize leadsIncluded at no additional cost; volume varies
Tom Hegna On-DemandIncluded with your subscription
$25 monthly usage creditToward texts, email, and phone numbers
How LeadPro helps
A reason to reach out, and somewhere for interest to go.
A birthday. An annual review. A retirement question. LeadPro gives you timely, personal reasons to stay in touch and makes it easy for clients to take the next step with you.
Room for the personal moments
Birthday and annual-review workflows help you keep in touch and invite clients to reconnect.
Follow throughA place for interest to land
A full LeadPro website adds lead capture and calculators. Your Find-an-Agent listing gives consumers another way to discover you.
Build your presenceNow included
Leads from people who asked to hear from an agent.
LeadPro now includes leads acquired through Financialize at no additional cost. Each one is a person who asked to learn more and be contacted by an agent.
Compare Basic and LeadPro1
Matched to your state licenses
Leads are assigned using the state licenses recorded in your AgentHQ profile. Keep your profile current.
2
Context for your first conversation
Each lead includes information about how it was acquired and what Financialize knows about the person.
3
Your follow-up makes the difference
Respond promptly and use your tools to keep the conversation moving.
Lead volume varies; no set quantity is guaranteed. Continued distribution depends on agent engagement.
In their own words
Real agents. Relationships that kept moving.
Kristy's recent experience shows how a client inquiry, prompt follow-up, and trusted resources came together. Keith, Tim, and Kathleen share their own experiences below.
Featured agent story
From a client inquiry to a $250,000 annuity application.
"I called the lead promptly, completed suitability that evening, and submitted the $250k annuity application today!"
Kristy received a complimentary lead and acted promptly. The client had a matured fixed MYGA within a larger, professionally managed portfolio and wanted to move quickly. After reviewing his needs, she recommended a different product with compound rather than simple interest.
"The platform's credibility and data had already established trust before our conversation."
KD
Kristy DunnIndependent agent · LeadPro subscriber
A specific, reported outcome
$250,000
Annuity application submitted
- 1Prompt responseCalled the lead and completed suitability that evening.
- 2A recommendation for the clientOffered a different product to fit the conversation.
- 3A deeper relationshipScheduled a comprehensive financial analysis using Wealth Logix and Tom Hegna's framework.
Kristy's account describes a submitted application, not a confirmed issued policy. The client's matured MYGA and desire to act quickly helped this case move promptly. Individual results vary.
"But those two annuities actually came from annuity.com leads."
Keith describes his first two deals after signing up for LeadPro. In his account, a consumer found Annuity.com after asking ChatGPT where to buy an annuity and reached out already knowing what he wanted.
KC
Keith CallahanLeadPro agent
"He reached out, having read my emails for years."
Tim added a prospect to his newsletter and LeadPro database. Years later, the prospect reconnected. At the time of this testimonial, they were exploring annuity options for a potential $150,000–$200,000 sale.
TD
Tim Davis, RICP®, CLU®, CEBSPresident, Davis Capital Corp.
Kathleen on putting a script into practice.
Kathleen shares her experience putting a script into practice. Listen to her account of the appointments that followed.
K
KathleenColorado Springs, CO
Her story refers to appointments, not completed sales. It is shared as a training experience; training is available to both Basic and LeadPro agents. Individual results vary.
These are individual agent experiences, not typical or guaranteed results. Do not subscribe to LeadPro based solely on expectations of new business. Tim's story describes a potential opportunity, not a completed sale. These stories do not establish results from the new Financialize lead program. Kristy's inquiry came through Annuity.com's Find-an-Agent listing.
Compare plans
You already have a foundation. Build on it with LeadPro.
| What you get | Basic | LeadPro |
|---|---|---|
| Subscription | Free | $199/month |
| DIY CRM: contacts, conversations & calendar | Included | Included |
| Your online presence | One-page starter page | Full site with lead capture & calculators |
| Newsletter Drips under your name | Not included | Included |
| Weekly MYGA Rate Report to your clients | Not included | Included |
| Birthday & annual-review workflows | Not included | Included |
| Find-an-Agent listing | Not included | Included |
| Financialize leads | Not included | Included; volume varies |
| Monthly "What LeadPro did for you" report | Not included | Included |
| Tom Hegna On-Demand | Not included | Included |
| Monthly usage credit | None; agent pays usage | $25 included |
CRM usage includes texts, email, and phone numbers. All event training videos remain accessible to both Basic and LeadPro agents.
Getting started
LeadPro works when you work it.
Bring your contacts, complete your profile, and give clients an easy way to book time with you.
1
Make it yours
Complete your agent profile and keep your state licenses current.
2
Connect your book
Upload your contacts and add your booking link so every email gives clients an easy way to schedule time with you.
3
Keep the conversation moving
Use your Call List, Hot Leads, and Campaigns to support your follow-up.
Everything in Basic, plus more$199 / month
$25 monthly usage credit included. No setup fee.
- Newsletter Drips under your name
- Weekly MYGA Rate Report for your clients
- Birthday & annual-review workflows
- Full agent website with lead capture & calculators
- Find-an-Agent listing on Annuity.com
- Financialize leads at no additional cost
- Monthly "What LeadPro did for you" report
- Tom Hegna On-Demand
- Call List, Hot Leads & Campaigns
Usage beyond your credit is agent-paid.
Questions
Know what you're getting.
Do I need LeadPro to use the CRM?
No. Basic already includes DIY CRM access for contacts, conversations, and calendar. LeadPro adds Newsletter Drips, the Weekly MYGA Rate Report, prebuilt workflows, and other benefits shown above.
How is the website different from my Basic starter page?
Basic provides a one-page starter page at yourname.annuity.com with your photo, bio, states, and booking link. LeadPro provides a full agent website with lead capture and calculators, along with a Find-an-Agent listing.
How many leads will I receive?
There is no guaranteed quantity. Distribution varies with lead availability and the state licenses in your AgentHQ profile. The program's continuation depends on agents responding and working to connect with the people referred.
What does the $25 usage credit cover?
LeadPro includes $25 in monthly usage credit toward CRM usage such as texts, email, and phone numbers. Usage beyond the credit is agent-paid. Basic has no monthly usage credit.
Will LeadPro do all the work for me?
LeadPro supports your marketing and follow-up. You still need to complete setup, keep your information current, add contacts, respond to inquiries, and have the client conversations.
More time for the conversations that matter.
Your Basic tools stay the same. LeadPro adds the marketing, follow-up, and leads that keep your client relationships moving.