Annuity Leads for Agents
Our Annuity lead program has been discontinued, but please continue to read below for more information.
Crowe and Associates is now giving agents/brokers a great opportunity by offering them Annuity Leads for Agents. In fact, our annuity lead program allows agents to use any annuity lead company they choose. We do not reduce annuity compensation in any way (all agents are paid street level or higher).
Additionally, all agents receive compensation directly from the insurance carriers.
How our annuity leads for agents program works
Agents will need to have Crowe and Associates assigned as the up line agency on all annuity contracts. There will not be any reduction in agent compensation but this does allow our agency to receive the override payment on business placed. We cannot offer this program to agents who have either some or most of their contracts with us.
With Crowe as the up-line on all annuity contracts, the agent would notify us of either the annuity lead company or program they would like to work with. We will provide an approval and let the agent know how much we will match at a 50% level. This is done on a monthly basis. In fact, even programs such as seminars and other annuity marketing activities are eligible for 50% reimbursement.
Annuity leads for Agents: companies we work with
We work with nearly all fixed and fixed indexed annuity companies. Some of our more popular carriers are NorthAmerican, Equitrust, American Equity, Forethought, Atheneand Americo as well as others. We work with fixed and fixed indexed annuities only. We do not work with Variable Annuities.
Annuity Leads for Agents: Financialize
We have agents who use a number of vendors. In fact, Financialize has been one of the more consistent lead sources recently. They provide exclusive online leads that are verified and pre-screened a number of ways which include phone verification calls.