Lead Financing Options 💰

Many lead vendors accept Buy Now, Pay Later (BNPL) services like Affirm, Klarna, Zip, Afterpay, and Sezzle. These can help you purchase leads before commissions are deposited.

How it works:

• Apply through a BNPL provider.
• If approved, you'll receive a spending limit.
• Use the BNPL option at checkout or generate a virtual card through the app.
• Enter the virtual card information just like a normal debit or credit card.
• Repay the financing company over time based on the payment plan you selected.

Common providers:

• Affirm
• Klarna
• Zip
• Afterpay
• Sezzle

Important: These are financing tools, not free money. Only use them if you have a clear plan to repay the balance and are investing responsibly in your business.

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Inbound Leads: Final Expense 🪦

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Inbound Vendor 1: PolicyTek

PolicyTek Inbound Calls

Live inbound life insurance calls with multiple call options, including Veteran calls and different buffer lengths.

Signup: app.policytek.com

Paradigm Code: PARADIGM2026 — First 3 months FREE ($100/month subscription normally)

$1 Sunday Calls: Sundays, 11 AM–2 PM PST

Great for newer agents to get inexpensive live reps.

Live Training: Monday + Wednesday @ 7 AM PST

Recommended: Commit to at least 2 weeks of consistent calls before evaluating results. Track ROAS (Submitted AP ÷ Lead Spend) and follow up aggressively, especially during the first 3 days after an unsold inbound.

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Other Inbound Lead Vendors

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Outbound: Final Expense Leads 🪦

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Week 1: PolicyTek Power (Outbound Leads)

Lead Type: Final Expense Leads

Objective: Get immediate reps, conversations and presentations

• Lead Purchase: $300 for unlimited leads
• Presentation Goal: 4+ presentations per day
• 🎯 Close 1-2 policies within your first week

https://docs.google.com/document/d/1_gzIlBc65iKUeqYEui-fgk6slvIjh6eY7bcPA-6S3vM/edit?usp=sharing

Register for an account here: 🔗 https://power.policytek.com/

• Monthly subscription required ⚠️
  • 3 month free trial - use the code: PARADIGM2026 for access

Focus:

• Build confidence on the phone
• Practice script + objection handling in real time
• Get into live presentations quickly

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Other Outbound Vendors | Aged & New Leads

💡 TIP: ask your manager for a lead strategy call before buying leads

Vendor 1: GOAT Leads🐐

• Lead Types:
  • Veteran Final Expense (preferred)
  • Regular Final Expense
• Price tiers for AGED Vet FEX leads: $1 - $8 per lead
• Price tiers for NEW Vet FEX leads: $24 -$42 per lead

Link: 🔗 https://goatleads.com/session/new

How to buy Aged Veteran Leads on GOAT website:

https://www.loom.com/share/0557d1a478b149e29f5012038f2a20d6

Vendor 2: Integrity Lead Center

• Internet Lead Types:
  • Final Expense: Internet leads - gold, silver, bronze
  • General Life Leads: Ethos Abandoned Cart (different script - ask manager)
• Price tiers: $1 - $12 per lead
• Social Media Lead Types:
  • Final Expense
• Price tiers: $1 - $12 per lead

Link: 🔗 https://leads.integrity.com/marketplace

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Outbound: Indexed Universal Life (IUL) Leads 📈

💡 TIP: ask your manager for a lead strategy call before buying NEW leads

Aged & New IUL Leads

Vendor 1: GOAT Leads🐐

• Price tiers for AGED IUL leads: $1 - $8 per lead
• Price tiers for NEW IUL leads: $27 - $49 per lead

Link: 🔗 https://goatleads.com/session/new

Vendor 2: Integrity Lead Center

• Social Media IUL Leads:
  • Price tiers for AGED IUL leads: $4 - $15 per lead
  • Price tiers for NEW IUL leads: $30 per lead

Link: 🔗 https://leads.integrity.com/marketplace

Vendor 3: Advertisely Leads

• Price tiers for AGED IUL leads: $18 per lead
• Price tiers for NEW IUL leads: $45 per lead

Link: 🔗https://advertisely.io/marketplace

Vendor 3: Aged Lead Store

• Price tiers for AGED IUL leads: $12 per lead

Link: 🔗 https://store.agedleadstore.com/iul_insurance/leads?_gl=1*lhgyg2*_gcl_au*MTkyOTM2MzcxOC4xNzc3NzYyMzky*_ga*MzUzNDI3NzQwLjE3Nzc3NjIzOTM.*_ga_0NVTQV5072*czE3Nzc3NjIzOTIkbzEkZzEkdDE3Nzc3NjIzOTYkajU2JGwwJGgw

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Ready to Generate NEW IUL Leads? 🚀

Zeepo IUL Lead Generation + CRM

Once you are profitable and consistent with IUL presentations and closing, it’s time to scale your own lead flow.

When You’re Ready:

• You are consistently booking and running IUL presentations
• You are closing business and understand the full sales process
• You are confident handling objections and underwriting basics

Next Step:

• Begin investing into Zeepo self-generated IUL leads
• These are exclusive, real-time leads tied directly to your CRM for faster follow-up and higher intent

Important:

• Do NOT jump into paid leads too early
• Master the skill first → then scale with lead investment

Access:

• Message Desiree directly for setup details, campaign access, and expectations

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