25,000 inbound calls every month

UFS Marketing sells high-quality verified asset lists that include many annuity leads that convert into sales. When we identify a person (sales prospect) that is interested in talking about their annuity or investment products, we record their information in our CRM (Customer Relationship Management) system. The recording of annuity lead information in our annuity lead generation system is just the first stage of the annuity sales process for insurance and financial representatives. Our customers purchase verified asset lists of qualified annuity leads because they can begin their prospecting activities for annuity leads without cold calling in order to increase their commissions.

Our marketing company is considered the best annuity lead provider and resource service center for financial planners, professional insurance agents and registered financial advisors in the insurance and annuity marketing industry because we help them get more annuity leads which helps to solve their annuity lead generation problems. Our customers buy verified asset lists and high quality annuity leads generated from their local area at reasonable prices.

Our customers purchase an exclusive spreadsheet that lists the name, phone number, street address, city, state, zip, type of investment owned such as a 401K, an annuity, IRA, mutual fund, CD certificate of deposit, stock, or any other type of investment. These verified assets are excellent annuity lead sources and are customized for our customers based on their home state and the zip codes of their choice. We do not sell the same annuity leads and investment leads multiple times.

Our customers are insurance agents, sales teams, sales persons, insurance agencies, financial marketing companies, FMOs (Field Marketing Organizations) for independent financial advisors such as GamePlan Financial Marketing, LLC (www.gameplanfinancial.com), independent agents, and registered financial advisors. Financial professionals nationwide use our verified asset lists, life insurance leads, and annuity leads to write millions of dollars in life insurance and fixed index annuity premiums every year.

UFS Marketing customers that purchase organic annuity leads and verified asset lists provide a wide variety of product portfolios and services, including life and health insurance, annuities, investment products and specialized financial analysis.

Our verified asset lists are populated with information when an investment or annuity prospect calls the UFS telemarketing center to discuss their investments or annuity contracts. These inbound annuity leads are usually individuals that call our call center. Annuity and investment lead information is recorded when they discuss their life insurance company, their premiums, 401K plans, Roth Individual Retirement Accounts (IRAs), professionally managed collective investments, stocks, bonds, immediate annuities, life annuities, deferred annuities, short-term money market instruments, securities and their guaranteed distributions.

Our call center agents enter the important information they receive from the caller into an online database. Many of people that call us have annuities which they use to accumulate funds which are free of income and capital gains taxes. These annuity lead prospects purchase annuities from the insurance agents we work with so that they can take lump-sum withdrawals without using the guaranteed-income-for-life feature. Once our call center agents qualify and evaluate an annuity lead or investment sales lead prospect, they directly funnel the annuity or investment information into the UFS Marketing lead management system. Our verified asset lists and annuity leads are sold to insurance agents and financial professionals who enter these leads into their sales tunnel and sales pipeline.

These incoming calls are generated by a postcard that is mailed to prospective investors and annuity holders. Verified asset lists can be customized for insurance agents and financial advisors based on the zip codes. UFS Marketing prices these asset lists based on the number of names on the list and the quality of the zip codes in terms of historic response rates and sales conversion ratios.

These verified asset lists, which are an excellent resource for insurance agents, are considered “annuity leads” because many of the people on the list are considered prospective customers because they own financial investment products, life insurance, an annuity contract, and/or may be open to transferring their annuity or investments to another agent or insurance agency to manage. Our verified asset lists, when used effectively during the sales process, can significantly increase the compensation that financial advisors and annuity salespeople receive. A good percentage of the annuity leads we generate eventually purchase an annuity, insurance or financial product. Insurance agents and financial advisors that work with UFS Marketing often call us to let us know how pleased they are with their closed sales and their conversion ratios.

Payments accepted for these types of annuity and investment leads are MasterCard, Visa, Discover, American Express, Chase Payment Tech, personal checks, company checks and money orders. Once the price for the customized verified asset list of annuity leads has been negotiated over the phone and a purchase agreement has been signed and faxed back to UFS, an invoice is emailed to our customer. Once a payment has been received by mail or a credit card payment has been accepted over the phone, the verified asset list is emailed to our customer in Microsoft Excel format. Insurance agents and financial advisors typically purchase a list of 500 to 1,000 names and the prices vary from 50 cents to two dollars per name.

To purchase annuity leads and verified asset lists or for pricing on verified asset lists and annuity leads, please call UFS Marketing at 888.391.4111 to talk with an annuity lead specialist.

Unlimited Fulfillment sends millions of mailers every year to individuals profiled as qualified investors generating over 25,000 inbound calls every month.

The UFS Marketing database is one of the largest privately owned databases in the country. UFS Marketing has mailed to more than half of the senior population in the United States (over 22 million postcards) and more than 85% of U.S Counties.

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