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Stop Buying Overpriced Shared Annuity Leads. Own the Factory Instead.

Launch exclusive & compliant Annuity ads built for retirement protection and stable growth in just 3 clicks. Integrated directly with LeadStream CRM and an AI Assistant that books your appointments for you.

All TR King Lead Portal Ads are managed inside of and require a LeadStream CRM account.

To view the live ad template library and launch ads, you’ll need to create a LeadStream CRM account.

You will need a Business Facebook Page and/or a Google Ads Account. We can help you set one up.

The 3-Click Annuity Ad Library (How to Generate Exclusive Annuity Leads)

Launch exclusive "Retirement Protection" ads in as few as 3 clicks as shown in the gif below. Integrated AI handles the follow-up so you can focus on the close. Access our growing Annuity Ad Library proven to convert on Facebook, Instagram, and Google.

Image coming soon...

Your private library of compliant Annuity templates (these are examples). Pick a proven hook, set your budget, and hit Launch.

Exclusive Annuity Leads on Demand ~ Speed to Lead Built-In

Annuity placement requires high-intent prospects. If you're paying $150+ for retail leads, your marketing overhead is eating into your margins. With LeadStream, our agents are generating exclusive retirement protection and stable growth leads on average for under $50 using our proven ad templates.

Stop acting like a secretary. Let our AI handle the heavy lifting of outbound texts and emails it takes to get an affluent prospect on the phone, so you can focus on what you do best: closing high-ticket premium.

Imagine if you hired a dedicated appointment setter to do the same thing—it would easily cost $20 - $30 per hour plus management fees!

  • You will be provided with proven and carefully crafted Annuity Ads (focused on retirement protection and stable growth) for Facebook, Instagram, and Google that work out of the box.
  • Pre-built email & SMS nurture workflows paired with our digital AI Assistant automatically books high-value appointments and builds your pipeline while you sleep and watch TV.
  • Built-in call recording and cloud storage through the LeadStream CRM keep your business protected, letting you worry less about tech and focus entirely on selling.
  • Every prospect gives your business explicit, one-to-one consent. These annuity leads are generated directly on your own Facebook page, Instagram page, or Google Ads Account, meaning no other agent will ever see or call your data. 100% TCPA compliant and A2P ready!

High-Value Annuity Leads Without The Vendor Markup

You will spend less time cold-dialing or tracking down unverified prospects and more time presenting premium safe-money solutions.

Our Retirement Protection AI Assistant texts your new leads in under 3 seconds and books high-ticket appointments directly on your calendar.

  • Daily, ongoing delivery keeps your high-ticket sales pipeline consistently full of retirement-minded prospects.
  • Target specific affluent zip codes, local cities, or scale statewide within your custom campaign parameters to find your ideal safe-money clients.
  • Campaigns can be paused and resumed at the click of a button. You hold absolute, real-time control over your safe-money lead flow.
  • Every premium retirement prospect and explicit TCPA consent is 100% exclusive to your brand. No shared data, ever.

Ready?

Exclusive Annuity Leads Generated by You, Managed by LeadStream.

Watch The 3-Click Ad Demo!

Who is it for?

Are you tired of working for your lead vendor instead of yourself?

We’ve spent years in the Annuity and Retirement Protection trenches. We’ve felt the intense frustration of paying premium retail prices for "exclusive" retirement leads, only to find out five other wealth managers are fighting for the exact same 401(k) rollover or retirement asset. We got tired of the total lack of transparency, the plate-licker seminar lists masquerading as "high-intent," and the soul-crushing manual chase required to get a single high-ticket case on the books.

That’s exactly why we built LeadStream.

This isn't a system for the hobbyist. We built this for elite Annuity producers and independent wealth advisors who are ready to completely protect their commission margins. LeadStream is for the top 10% of producers who are completely done with low-intent shared leads, over-saturated internet forms, and the "no-show" culture of vendor-sourced data.

This is more than just another lead source, it’s a permanent investment in your agency’s digital infrastructure. It’s about owning your affluent data pool, protecting your professional brand, and ensuring that every dollar you spend builds your own advisory firm, not your lead vendor’s bottom line.

  • Annuity and retirement planning specialists
  • Independent safe-money and asset preservation agencies
  • Insurance agents looking to maximize and cross-sell high-premium annuity products to their existing portfolio
  • Advisors and producers who want to fully own and streamline the retirement protection lead generation and sales process

Service You'll Love 

Why Top Annuity Producers Choose LeadStream

Protect Your Margins. Own the Factory. Stop letting lead vendors take a massive retail markup on your business. LeadStream empowers you to generate 100% exclusive annuity leads using our proven "Retirement Protection" and "Stable Growth" hooks. By cutting out the middleman, you drastically lower your client acquisition costs and keep the revenue where it belongs—in your agency.

3 Clicks to a High-Value Pipeline. You don't need to be a tech expert or a media buyer to dominate your market. Our Annuity Ad Library is built directly into the LeadStream CRM. Select your template, set your budget, and hit launch. From there, our AI takes over, texting your prospects in under 3 seconds to filter for high intent and booking the appointments so you only spend your time closing high-ticket premium.

Dictate Your Lead Intent & Quality

You’re in the driver’s seat. Select from our "Retirement Protection" or "Stable Growth" templates to generate the exact level of financial intent you need to secure more premium asset rollovers with less resistance.

Zero Wait Times: Launch in 3 Clicks

Forget waiting for a vendor to "fulfill" a generic lead order or compile an old list. Launch your own custom Annuity campaigns instantly and enjoy a steady stream of daily prospect delivery. High-volume agencies can scale their flow with a single click to keep their advisors consistently busy.

Real-Time, TCPA-Compliant Injection

Compliance and security are paramount when dealing with high-ticket retirement assets. Your exclusive prospects are injected into the LeadStream CRM the second they hit "Submit." With built-in, verifiable consent, you can reach out with total confidence knowing your firm and licensing are protected.

The Most Cost-Effective Way to Scale

Stop paying $150+ for shared names or recycled seminar data. By using our proven templates, you see the exact ad the prospect clicked on. You get genuine, 100% exclusive safe-money leads at wholesale prices, with total control over every qualifying financial question asked on the intake form.

Annuity Leads ROI Calculator Chart 

Stop Losing Your Commissions to Lead Vendors.

Because LeadStream’s AI Assistant texts these premium retirement prospects in under 3 seconds, your speed-to-lead connection and conversion rates skyrocket.

Even if you play it incredibly conservative and only close a tiny fraction of your pipeline:

Writing just 1 standard annuity placement ($6,000 average commission) pays for over 17 months of the entire LeadStream system.

You literally only need one single high-ticket close a year to completely shatter your breakeven point on the software infrastructure. Everything else, the other 51 weeks of exclusive, asset protection lead flow is PURE PROFIT.

Metric

The "Old Way" (Lead Vendor)

The "LeadStream System" Way

Average Cost of a Lead

~$150.00 per lead avg.

~Under $50 per lead avg.

Monthly Cost

$3,000 ($150 x 20 leads)

$1,349 ($349/mo subscription + $1000 in ads)

Leads Per Month

20 "exclusive" leads

20 exclusive leads generated by you.

Exclusivity

Shared with 3–5 competing wealth managers.

100% Exclusive to you

Intent Level

"Free Steak Dinner Seminar Plate-Lickers & Quizzes" - Low Intent

"Retirement Asset Protection & Stable Growth Strategies" - Much Higher Intent"

Follow-up

Manual & Slow (Chasing busy prospects via cold calls).

Instantaneous. AI books them on your calendar.

Compliance

Blindly trusting a third-party vendor with compliance rules.

Built-in HIPAA encryption, recording storage, disclaimers, and opt-in collection with proof.

Cost Per Application (CPA)

$3,000 per sale average (due to low contact rates).

$674.50 average per sale (due to speed-to-lead & exclusive intent).

"Assumed" Avg. Conservative Conversion Ratio

5% (Chasing over-dialed, unverified internet data)

10% (Engaging pre-qualified, warm inbound bookings)

Sales Made + First Year Commission

1 sale at ($6,000 per sale). $6,000 Total First Year Commission.

2 sales at ($6,000 per sale). $12,000 Total First Year Commission.

Monthly Profit

$3,000

$10,651

Annual Return of Investment (ROI)

100.00%

789.55%

The Math: Real Data for Real Producers

We don't deal in guesswork. Our performance projections are grounded in 2024–2026 industry benchmarks for the Annuity and Retirement Planning sector. By leveraging LeadStream’s optimized "Instant Forms" on Meta, our users typically generate high-intent, exclusive Annuity leads (focused on retirement protection and stable growth) for under $50.00 on average.

A Note on Market Dynamics: These benchmarks reflect current 2026 averages across Facebook, Instagram, and Google. Naturally, your final Cost Per Lead (CPL) will fluctuate based on your state-specific targeting, your daily spend, and seasonal trends. While LeadStream provides the elite architecture, Meta and Google manage the final auction. The difference? You’re firing the middleman and paying the wholesale price instead of the retail lead vendor's 200% markup.

The Stress Test: Even "Bad" Math Wins

We keep our projections intentionally conservative. Let’s look at a "worst-case" scenario: Even if your exclusive safe-money leads cost you $50.00—the high end of our wholesale system average—you are still pocketing an extra $2,000 in raw lead savings every single month compared to buying the same volume from a retail vendor.

When you factor in the automated nurture system, that translates to an immediate $7,600+ monthly profit swing in your firm's favor before you even factor in the higher closing rates that come with 100% exclusive data. Because a single average annuity placement brings in $6,000 in gross commission, this system is designed to completely pay for itself before you’ve even finalized your first policy of the month.

The Asset: Stop Renting, Start Owning

When you buy a retail lead, you’re renting a name for a few hours alongside three other competing advisors. When you deploy a LeadStream campaign, you are building a permanent digital asset. You aren't just buying data; you are cementing your authority across Facebook, Instagram, and Google. You’re creating a high-ticket pipeline that belongs to you, and only you.

The Compliance Shield: Bulletproof Defense

In an era where TCPA litigation is at an all-time high, "trusting" a third-party vendor’s compliance promise is a dangerous gamble for your insurance license and your business. LeadStream doesn't just give you a name; it captures the exact millisecond of every opt-in and logs it directly into your CRM. You get an unalterable digital paper trail for every single prospect, providing you with a bulletproof defense to protect your writing numbers and your agency.

Watch The 3-Click Ad Demo!

What Kind of Annuity Leads Can I Get With These Ads?

You can pick from Final Expense ads that have three different goals!

Real-time data Lead Form Annuity leads

A lead generation campaign developed to generate Annuity data leads for you using a form as the call to action.

Appointment Annuity Leads

A appointment generation campaign designed to generate Annuity appointments for you so you don't have to spend hours on the phone.

Inbound Annuity Calls

A lead generation campaign designed for insurance agents that want to receive phone calls right away from the customer right at the time of need.

A single Annuity sale covers over 17 months of LeadStream. Stop paying for software, make the software pay you.

Watch The 3-Click Ad Demo!

Legal Disclaimer & Transparency: LeadStream CRM is a software-as-a-service (SaaS) platform provided by T.R. King Insurance Marketing and powered by GoHighLevel.

Ad Spend: Your monthly subscription (or annual equivalent) does NOT include your ad budget. You are responsible for paying Meta (Facebook/Instagram) or Google directly for your advertising spend. To effectively optimize for premium retirement assets, we recommend a minimum daily budget of $35 to $50.

Utility Billing: Communication costs (SMS, Phone, Email, and AI executions) are billed at flat rates via an automated "Wallet" system.

Results: Annuity lead costs (avg. under $50) are based on current 2026 industry benchmarks for safe-money and asset preservation campaigns. Actual results will vary by state targeting, contract types, and changing market conditions. LeadStream provides the elite marketing infrastructure; you provide the sales effort and compliance oversight.

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