Annuity Review Lead Generation Campaign


Do you want to generate leads with prospects who have old annuities? This is the campaign for you.

SECURE Act Notice: This campaign is current as of 12/17/19, but does not include any provisions for the SECURE Act. If the legislation passes, we will review the campaign contents in 2020.


Nearly half of investors own or have owned an annuity. Generate leads by encouraging prospects to get those old annuities reviewed through emails and social media. Generate interest from a fresh audience with optional Facebook ads. Drive traffic to an appointment setting landing page that highlights the risks of old annuities and positions you as the right place to get guidance.

This campaign gives readers a high-level overview of the benefits of getting old annuities reviewed for free with a compelling call-to-action. Use this campaign with retirees, pre-retirees, and any prospects you think may have old annuities.

This campaign includes:

  • 3 Broadcast emails promoting the benefits of getting an old annuity reviewed
  • 9 Social media posts that automatically post to your social media accounts
  • 1 Landing page highlighting compelling reasons to request an annuity review appointment
  • Optional: You can choose to get this campaign in front of even more prospects by adding an advertising package to it! (more details below)

Pro Tip: If you use an appointment scheduling tool, like TimeTrade or Calendly, you may also add your custom link to the Thank You Page and Confirmation Email so recipients can schedule an appointment right away.

Want more prospects?

Boost This Campaign with Online Advertising!

Add even more firepower to your marketing (and create fresh lead opportunities) by adding digital advertising to this campaign.
  • Get your message in front of new prospects 30,000 times in a month!
  • Build fresh leads in your own backyard
  • Advertise only to your target market

Click here for more information on advertising or start this campaign by clicking the button below.