Getting exclusive Indexed Universal Life leads or IUL leads is one of the best ways financial advisors, financial professionals and insurance agents can grow their business.
After helping hundreds of financial advisors get high-quality annuity leads, financial advisor leads and IUL leads, here’s everything you need to know about getting exclusive Indexed Universal Life leads without:
- Buying low-quality or shared leads
- Cold calling
- Cold emailing
- Networking
- Relying on referrals
- Or anything else like that!
Executive Summary
The best way to get Indexed Universal Life Insurance leads is to set up an automated appointment funnel that generates and converts leads on autopilot.
This video explains how to set up this funnel, promote it and automate the whole process so you can get IUL leads with people who WANT to speak with you on autopilot each month.
Once you have this funnel set up, here’s an overview of some of the strategies you can use to promote it.
What is the best strategy to get IUL leads?
Here are the top 5 ways to get both free and paid IUL leads as an insurance agent, financial advisor or financial professional:
1. Paid Advertising
Fastest way to buy exclusive IUL leads
Paid advertising is the fastest way to get exclusive IUL leads 100% online very quickly.
When you advertise on platforms such as Facebook, Instagram, or even TikTok, you get exclusive leads & appointments with people interested in Indexed Universal Life Insurance.
And best of all?
It’s cheaper than buying leads from another marketing or lead generation company!
Paid Ad Pros
Paid Ad Cons
To find potential clients interested in Indexed Universal Life, I recommend using the following targeting criteria with paid ads:
- Target people over the age 45+
- Target high income or high net worth indivudals
- Target people in the whole USA (not just a small local area)
What’s the key to success with paid advertising?
The key to getting IUL leads with paid ads is to have the right messaging and targeting.
Fortunately, because we’ve already run lots of successful IUL lead generation campaigns, we already know what works and what doesn’t.
This means we can give you IUL ads that already convert well without you needing to spend months wasting time and money trying to figure out what works best.
To learn more about how we can help you, click here to watch this video.
2. Search Engine Optimization (SEO)
Best free way to get leads
Search Engine Optimization is one of the best ways to get IUL leads for free!
By creating helpful content that educates your audience about IUL insurance, you can attract leads who are searching for help with Indexed Universal Life.
SEO Pros
SEO Cons
One of the best ways to get IUL leads from Google is to create a blog and write articles about topics related to IUL insurance.
Once you have this content, you can send people to your marketing & sales funnel, as seen in ‘Step 3’ of this video.
Isn’t there a lot of competition for ranking first on Google?
It all depends on what keywords you’re targeting.
Many financial advisors who do SEO don’t realize that IUL keywords have very low competition compared to annuities in general, and it’s relatively easy to rank for these keywords… Especially if you’re targeting a local area!
In fact, I even created an article called “The best IUL companies” to see what would happen. And if you search Google, you’ll see my website is currently ranked number 6 in Google as seen here:
And I don’t even sell IULs! (my clients do)
This shows that there’s not a lot of competition yet in the IUL space, and it’s still relatively easy to rank for IUL-related keywords.
What kind of results can you expect?
Writing and optimizing IUL-related articles for your website allows you to get indexed universal life insurance leads and clients for free without paying for ads.
But…
How do you know the BEST content to create to get IUL leads who convert quickly? Check out ‘Step 4’ of this video to learn how to do this.
3. YouTube
Fastest way to get free IUL leads
YouTube is another great way to get free IUL leads.
To get IUL leads from YouTube videos, you simply record videos answering questions that people ask about Indexed Universal Life Insurance.
YouTube Pros
YouTube Cons
When creating helpful YouTube videos about IUL insurance, it’s important to send people from these videos to a sales funnel designed to convert strangers into leads, appointments and clients.
See step 3 & 4 here for more info on how to do this.
4. Buy IUL Leads From Lead Companies
Another popular way to get IUL leads is to buy IUL leads from an IUL lead generation company.
This might initially sound like a great idea.
When you buy IUL leads from a marketing company, it sounds very attractive because you don’t have to do any marketing yourself!
You buy leads, and different life insurance leads get delivered to your inbox.
However, over the years, we’ve spoken to many insurance agents who have told us the results were not as good as they expected.
Here are some problems they experienced:
- Low-quality leads
- Leads that were hard to speak to
- Unpredictable results
- Shared leads
- Low-quality lead lists
- Expensive leads
So even though buying IUL leads can work in some cases, there are some pros and cons to be aware of.
Buying lead pros
Buying lead cons
How does buying IUL leads work?
1. A lead or marketing company will typically run ads to generate IUL leads
2. The lead or marketing company will then re-sell the lead to insurance agents (for example, if it costs them $50 to generate the lead, they may resell it for $300)
The lead or marketing company, in some cases, will pre-qualify the lead
As you can see, even if you find a good quality IUL lead generation company, you’re going to be paying a lot more for a lead because the lead generation company needs to charge a markup on the leads they sell you to be profitable themselves.
That’s why many insurance agents and financial advisors we work with prefer to get their own exclusive IUL insurance leads.
Why get your own leads?
You get:
- More control over your marketing
- Better quality leads because leads know who you are before they schedule a call
- Leads book a call in your calendar rather than just fill in a form online
- You spend less time chasing leads to get an appointment
- The lead quality is higher
- You get leads at a lower cost
- Leads are exclusive to you
- You can get as many leads as you like on-demand
- It’s more scalable and flexible (turn lead flow on/off when needed)
Want to learn more?
How to get exclusive leads & appointments is explained in this video here.
5. AI Lead Generation Tools
Another way to generate IUL leads is to use AI lead generation tools to help automate many difficult or time-consuming parts of your marketing.
Here are a few of my favorite lead generation tools to get IUL clients:
- Customers.AI: This tool allows you to identify about 30% of the anonymous visitors on your website. You get a leads list in real-time of all the people who have visited your website and haven’t contacted you yet to learn more.
- Surfer AI: If you want to rank higher on Google, you need to write articles that are optimized for search engines. Surfer allows you to create 2,000+ word articles (that are search engine friendly) at the click of a button. This helps you get free leads on Google.
- Descript: Want to get leads from YouTube but find recording & editing video time-consuming.
- Skyline Social’s AI marketing assistant: We’ve also launched a new AI marketing assistant tool that can help you create content that generates leads. This is currently available exclusively to clients who have signed up for our online lead generation course.
Want to learn about more tools to automate your IUL lead generation campaign? Check out our free Masterclass training video here.
What is the cost of buying IUL leads?
Here are the costs of buying IUL leads:
Buying IUL leads from a lead company:
- Average cost per lead: $100 (typically only 1 out of 10 leads convert to appointments)
- Average cost per qualified appointment cost: $1,000
Here are the costs of buying IUL leads yourself through paid ads:
- Average cost per lead: $20
- Average cost per qualified appointment: $200
As you can see, it’s a lot more cost effective to buy IUL leads yourself from a paid advertising platform instead of paying for leads through another lead generation company.
The results above are based on clients who have generated IUL leads using Facebook, Instagram or TikTok ads.
We also have some clients generating IUL leads, appointments & clients for free every week using free and low-cost organic strategies too.
Want to see how it’s all possible?
Conclusion
There are many strategies to get high quality prequalified IUL leads for your insurance business. If like many of our clients, you’d like to get your own exclusive leads instead of paying another company for leads, be sure to watch this free training here to see how it all works.
The video explains how you can get IUL leads in a way that is:
- Automated
- Predictable
- Profitable
- Scalable
In other words, you only speak to people who are actually excited to work with you.
Once again, to learn how to get your own exclusive leads & high-quality appointments with your ideal clients each month, be sure to watch my free masterclass training here.
Even though the training is applicable to any business that needs leads and appointments, we’ve had a lot of success doing this specifically for insurance agents and financial advisors who need Indexed Universal Life insurance leads, annuity leads, retirement planning and even tax planning leads.
Once again, watch this free training to get started.
I’ll see you on the other side!
Ashley Davis (or ‘Ash’ for short) is the CEO & Founder of Skyline Social. For over 15 years, Ash has been helping business owners with lead generation. Ash specializes in helping businesses get high-quality leads, appointments and clients each month with automated digital marketing strategies. Learn more about the author here.
