Roth conversion annuity leads

Roth conversion leads, delivered complete.

LeadFunl sells pre-qualified Roth conversion leads to licensed insurance and annuity professionals. One price per lead. Every answer captured and consented to before it reaches you, and every prospect's numbers already run through RothWise.

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Screened before you see it

Qualifying conditions are confirmed before a lead is offered to anyone. A prospect who fails one is never sold.

Answered, not summarised

The questionnaire arrives as fields on the contact record, not as a note for someone to read back to you.

Their numbers, already run

Each prospect has seen a side-by-side Roth conversion picture built from their own figures before you ever call.

What you receive

A survey lead, with an appointment attached when one is booked

A lead is a consumer who has completed the full Roth conversion survey and consented in writing to be contacted. We sell the survey lead. If the prospect books a time, the appointment is passed along with the lead at no additional markup, already on your calendar with the reminder scheduled.

Captured	How
Primary state of residence	Confirmed and stored with the lead
Qualifying conditions	Confirmed before the lead is offered
Pre-tax retirement savings	A figure, plus the consumer's own words for it, so a mis-heard number can be checked against what was actually said
Household and timing	Filing status, age and how far out they are
Stated concerns	In their words, not a dropdown summary
Written consent	The exact wording agreed, with the timestamp

Opt-ins are not sold. A consumer who raised a hand but has not completed the survey is not a lead and is never offered for sale. Those are worked by our own team until they either qualify or ask to stop. You are never charged for a name.

$200 a lead. Every lead, the same price.

$200

Per survey lead

A consenting consumer with the full Roth conversion survey answered.

$200

Per survey lead with an appointment

We sell the survey lead. If the prospect books an appointment, it is passed along with the lead at no additional markup.

Per opt-in

Not sold at any price.

The lead price is the same with or without an appointment, deliberately. An appointment is not worth more than a prospect who told you everything and answers the phone, and pricing the calendar entry higher would push the platform toward booking appointments that should not have been booked.

Two ways to receive leads

Weighted distribution packages

Both packages pay the same $200 a lead. What changes is which leads you can receive and where you stand in the line.

Pay per lead

$200

Charged per lead, no balance required

Your card is charged when a lead is delivered, before it reaches you. If the charge does not go through, the lead goes to the next subscriber in line.
Receives leads with up to $500,000 in pre-tax retirement savings.
Your first lead: the next lead of $500,000 or less comes to you first.
After each lead you receive, you move to the back of the line for 10 days. You are still served in that time if you are the only subscriber available.

Prepaid balance

$3,000

Drawn down at $200 a lead

Your $3,000 balance buys fifteen leads. When it falls to $500 it is topped back up to $3,000, so delivery never stops mid-week.
Receives leads of every size, including every lead over $500,000. Those go to prepaid subscribers only.
Your first lead: the next lead of any size comes to you first.
Ahead of pay-per-lead subscribers in the line, with no 10-day wait between leads.

The $3,000 is not a fee. It is not a retainer, a seat licence or a platform charge. It is the lead price, paid ahead, and every dollar of it comes back to you as leads at the same $200 everyone pays. If a top-up charge fails, you keep receiving leads until the balance reaches $0, then move to pay per lead.

If you need a CRM

Every lead is delivered into GoHighLevel. If you already have a GoHighLevel account, there is nothing further to pay: your leads land in the account you already use. If you do not have one, we build and host it for you.

$49

CRM, per month

A GoHighLevel account we build, host and keep running for you.

$149

CRM + AI, per month

The same account with the AI add-on enabled.

The first month is free on both. Billing begins in the second month, and you can cancel before it does.

Weighted distribution, published in full.

Here is the order the platform applies to every lead, in sequence.

A prospect already yours comes back to you. If a consumer is already assigned to an advisor, they are returned to that advisor. One person is never sold twice to two different people.
The size of the lead decides who can receive it. Leads over $500,000 in pre-tax savings go only to prepaid subscribers. Leads of $500,000 or less can go to either package.
A brand-new subscriber goes to the front. Once. Your first eligible lead comes to you ahead of everyone. It happens automatically, exactly once, and then you join the normal rotation.
Then longest waiting, first served. Subscribers are ordered by how long since they last received a lead, oldest first. Prepaid subscribers sit ahead of pay-per-lead subscribers, and a pay-per-lead subscriber who received a lead in the last 10 days moves to the back.
Each product keeps its own clock. Receiving survey leads does not move you down the line for appointments. They rotate independently.
The offer walks until it lands. The platform works down the ordered list, re-confirming against your calendar at each step that the time really is free. A stale or double-booked slot moves to the next subscriber rather than creating an appointment nobody can keep.

Where the leads come from. Leads are served across 49 states and the District of Columbia. New York is not served.

Every prospect runs their numbers through RothWise.

RothWise™ Roth conversion calculator

RothWise is the calculator your prospects use at rothwise.ai and inside the survey. It builds a one-time, side-by-side picture of converting versus leaving things as they are, from the prospect's own figures, with every tax counted. By the time a lead reaches you, the prospect has already seen what a conversion would do for them.

What it asks

Age, state, filing status and pre-tax retirement savings. The math is run on the prospect's figures, not on a generic average. Single and joint filers each get their own calculation; for couples, both conversions are blended into one plan.

What it counts, year by year

Federal income taxOn every conversion and every required minimum distribution.

State income taxFor the prospect's own state of residence.

IRMAAMedicare premium surcharges triggered by income.

Required minimum distributionsCounted as income and taxed when they are taken.

What it shows

Taxes saved through age 90The tax paid with a conversion against the tax paid without one.

Lifetime taxes saved through age 90The full lifetime comparison, year by year.

Additional net spendable value at age 90What the prospect keeps with a conversion, against what they keep without one.

On the side without a conversion, the spendable value is the IRA balance less the tax still owed on it. Required minimum distributions are treated as income, and the tax on them is counted as paid.

The prospect's report is emailed to you with each lead, so you start the conversation from the same figures they have already seen.

Get started

Book a call with Billy to talk through the packages and get set up.