We review your market
Tell us where you are licensed, who answers the phone, and the weekly volume your operation can support.
IUL LIVE TRANSFERS QUALIFIED CONVERSATIONS • TRANSFERRED LIVECHECK AVAILABILITYIUL LIVE TRANSFERS
We manage the work before the conversation.
We generate the prospects, reach them by phone, confirm their interest, and transfer qualified conversations live to independent agents and agency teams.
For licensed independent agents and growing agencies. Capacity subject to review.
THE WORK BEFORE THE CALL
Prospect generation, phone contact, interest confirmation, and a live handoff.
IUL Live Transfers manages the acquisition work that happens before an agent enters the conversation. We develop the prospect opportunity, make phone contact, confirm current interest, and transfer the qualified conversation live to an approved buyer.
THE OPERATING MODEL
From first contact to a live conversation.
A clear, managed path designed around your market, your capacity, and your ability to take calls.
Prospects are qualified
The fulfillment team speaks with consumers before a live connection is attempted.
The conversation moves to you
Qualified prospects are transferred directly to your team so you can take the conversation forward.
BUILT FOR CONVERSATIONS
Put your team’s time where it matters most.
Live transfers are designed for buyers who would rather focus on active conversations than spend their day working through another static list.
Independent agents
Licensed producers with a disciplined call process and room for consistent weekly conversations.
Agency teams
Organizations with defined routing, active state coverage, and agents ready to receive live calls.
Growth-minded buyers
Buyers prepared to review availability, align on capacity, and begin under agreed operating standards.
START WITH FIT
See whether IUL capacity is available in your states.
Share a few details about your operation. Our team will review fit and follow up directly—there is no public checkout and no obligation created by this prototype form.
DECISION SUPPORT
Questions before the first conversation.
01What is an IUL live transfer?+
A live transfer is a real-time phone handoff. A prospect is contacted and qualified before the conversation is connected to an approved buyer.
02How does the $250 credit work?+
Approved new buyers may receive one $250 promotional credit toward their first qualifying IUL live-transfer order. It has no cash value and remains subject to final offer terms.
03Do I need to be licensed?+
Yes. This program is intended for appropriately licensed life-insurance agents and agencies operating in approved states.
04Which states are available?+
Availability changes by market and capacity. Submit your licensed states and our team will review the current fit with you.
05Can my agency distribute calls to several agents?+
Potentially. Our team will review your routing, staffing, state coverage, and ability to answer transfers before confirming an arrangement.
IUL BUYER AVAILABILITY
Ready for more live conversations?
Tell us where you are licensed and how many calls your operation can support.
CLAIM MY $250 CREDIT ↗