SeniorLeads finds Insurance Prospects and Investment Prospects for Financial Advisors and Life Insurance agents by advertising on websites that affluent 45+ investors & insurance buyers frequent. You sign up for your zip codes and these exclusive insurance leads, investment leads, financial planning leads, social security leads, 401k rollover leads (and other lead types- see above). Consumers who respond to the ads matching your products, services, and selected zip codes are passed on to you. Each lead is matched to only one financial advisor or insurance professional.
We advertise to secure mature prospects that most advisors would find desirable investors and insurance buyers. You acknowledge that some prospects will be more desirable than others and some will be more motivated than others.
Transform Your Financial Advisory Business with SeniorLeads - Guaranteed Prospects and Income Growth
SeniorLeads GUARANTEES that every prospect will have a valid name, working phone number, and deliverable postal address or we will provide a replacement prospect. SeniorLeads CANNOT guarantee that the prospects provided will result in sales, new clients, or any other desired outcome. To obtain a replacement prospect, which is also covered under the SAME guarantee, you must notify us within 30 days of receiving a prospect that does not meet the above guarantee.
SeniorLeads helps financial advisors and professionals who waste time and earn too little. If you earn less than $100,000 a year, you're either not serious or doing the wrong things, and we can show you what to do. If you earn $100,000-$300,000 annually, you've figured some things out. But those who use our systems see their income top $500,000 annually because they spend their days doing marketing the right way, talking to motivated affluent prospects, and selling the right way.
Respecting client confidentiality, SeniorLeads adheres to the principle that an institution or individual should not reveal information about their clients to a third party without the consent of the client or a clear legal reason. Personal contact information is never given out to a third party without express consent, ensuring the confidentiality of our clients. Comments posted on this site are used with expressed consent and an agreement that personally identifiable information will not be divulged.
Ratings & Reviews
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Jack
May 18 2023 , 8:24 am
I ordered 4 batches of leads and have spoken to only 1 person of the 40 leads. I have attempted to email 8 times and have only received automated email replies from the vendor. I started working with them in January originally. On my first batch of 10, I spoke to one person following the program/process completely. Now, for the next 30, I have yet to speak to one person of the 30 leads. Again, I have followed their process completely. I order leads from other sources and have NO issues communicating with the leads. As a matter of fact, on average, I speak to nearly 50% of my other lead sources.
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Julie Butler
Jul 02 2022 , 8:01 am
SeniorLeads life insurance sales person sold me a completely different experience than I had. When I realized what they said they offered was off the ****, I was hesitant to proceed, but I proceeded with them based on the sales person's. I told the sales person that I was in the middle of a move and had to turn or pause the campaign until I was ready to take on the lead flow. He said that I would receive instructions on how to do this before it started and that would allow me to pause the campaign. What occurred next was the leads came in hot and heavy, and the instructions were much more involved. I was in the middle of moving and was told that I wouldn't have to worry about the leads coming over like what happened because I would have time to adjust this flow of leads. It burnt through $840 in two days, and then they took it upon themselves to charge my card again for another $290 when I was calling, emailing, etc. for help to get this turned off based on my earlier explanation from the sales person that said this would be reviewed prior to the campaign starting with the info/study coming to me first before it started. It started despite my review, and not mentioning the review requirement is the equivalent of reading half a novel and studying several videos which I don't have time for when moving. This should have never occurred, and to this day, I have no idea how to access the leads, not to mention have had the time to review. I told the sales person that this was going to be the case, and they told me not to worry because I would have the chance to review all these directions before the campaign started. Then when I asked for help, with email, phone, etc., it took several days for anyone to get back to me, and they had already used up $1K of my money. So unprofessional, they don't care about your campaign management on my part; they only care about debiting your account. Shut these guys down.
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Allison
May 11 2022 , 7:05 am
Deceptive Practices and Lack of Customer Support - Beware of SeniorLeads Scam. SeniorLeads fails to fulfill their promises and intentionally racks up charges on your credit card for 10 fraudulent "leads" per day, along with an additional $179.00, before disappearing. The representative becomes unreachable once you notice $600.00 in charges and pending transactions on your card. It quickly becomes evident that they are engaging in fraudulent activities. Despite multiple attempts to cancel through phone calls and emails, no response is received. Eventually, resorting to contacting the credit card company becomes necessary to prevent further charges.
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Sammy H
Apr 09 2022 , 6:29 am
SeniorLeads provides complete garbage leads. I contacted 5 of the 25 leads I received from them, and all 5 adamantly denied filling out a contact form. The remaining 20 leads were impossible to reach despite numerous attempts. These leads are nothing more than a worthless list of people. Additionally, they deceive people with their auto-charge policy, manipulating them out of money. The scam operates as follows: They impose a one-month requirement before allowing cancellation or account pausing. During that time, they inundate you with garbage leads as quickly as possible to inflate your bill. They also charge upfront for ten leads and once those are filled, they charge for another 10. This tactic allows them to keep the extra money when customers cancel at the end of the first month, as they refuse to refund the amount for unused leads. I have been purchasing financial services leads for over 20 years, and this is the worst experience I have encountered. There are reputable annuity lead companies available, such as Financialize, AdvisorRPM, and Advisor World. I strongly advise staying away from the charlatans at Senior Leads
