Marketing Services — AI Lead Generation
Stop chasing cold lists. Our AI identifies retirement-ready prospects based on real data — age, assets, life events — and delivers them exclusively to your desk.
You pay $30 for a lead that five other agents already called. By the time you dial, the prospect is annoyed.
Direct mail lists from 2019. Internet leads that bounced three inboxes ago. You're burning budget on ghosts.
A "lead" that turns out to be a 32-year-old with $4K in savings isn't a lead. It's a waste of your afternoon.
Our models analyze public financial data, life-event triggers, and demographic patterns to identify prospects with annuity-appropriate profiles — retirement-age, asset-holding, and actively planning.
Each prospect is scored on readiness-to-buy. Only leads above our qualification threshold make it to your queue. No tire-kickers, no unqualified names.
Leads are delivered in real-time to your CRM or inbox. Every lead is exclusive to you — never shared, never resold. Your territory, your prospects.
Your leads come from your defined geography. No overlap, no competition from other agents using the same system.
Leads hit your inbox or CRM within minutes of qualification. Speed-to-contact is everything — we optimize for it.
Every lead includes age, estimated assets, life event trigger, and a suggested approach script. You walk in prepared.
Track conversion rates, ROI, and pipeline value. See exactly what's working and where to double down.
Contract with Beacon and get access to AI lead generation as part of our marketing platform.