Develop your Marketing Plan

Determine how many leads you need each month to achieve your monthly and annual sales goals. Think about key items like what kind of business or what market you wish to work in. Do you need to add a younger demographic to your aging current client base?

Select the Message

Select the message that best fits your selling style. Between the numerous lead vendors, pre-approved carrier pieces, and custom postcards and flyers we can provide, there are a number of proven messages for you to utilize.

Who to Target

There are several ways for you to determine the best list of prospects to use for your selected program. What product are you selling? What are the income demographics in your area? Is there a specific age group of individuals where rates are more competitive? We can help you narrow down your target market with demographics, carrier rates, discounts, market saturation, etc.

Mailing Campaign Starts

Depending on what media you choose for your lead campaign your leads could start coming in immediately or it could take up to several weeks. Make sure you are prepared to handle leads immediately as them come in. The older and colder a lead gets the more likely it is that another agent has taken care of that clients needs.

So Who do I Order my Leads From?

Senior Marketing Specialists has partnerships with various lead sources and vendors to get you the best rates and return.  Here are a few Lead Companies that we recommend you try out.


Precise Leads

Get up to $500 lead bonus on your first funding for leads! The leads from Precise Leads are generated by consumers who are looking for insurance and have completed an online application. They are expecting to be contacted by an agent or agents who can provide them with quotes.

ARM Leads

ARM direct mail house has special pricing for SMS contracted agents. Â Multiple lead cards to choose from, included combo cards for Medicare supplement and final expense. Please note: Due to a postage increase, the new price is $435 per 1,000. Please disregard the pricing on the linked order form.

Target Leads

Target Leads has special pricing for mail order campaigns with national averages reaching past 4%!

Lead Concepts

Lead Concepts Inc. has marketing lists available for agents with the option of “scrubbing” for phone numbers (DNC compliant).
Min order of $50 – Each name is $.065 ($65 per 1000 names).

Legacy Safeguard

United of Omaha has developed an industry leading Final Expense lead solution with Lead Concepts that includes discounted pricing and multiple lead types.

Monumental Life also features a Legacy Safeguard leads program. No Commission Reduction, FREE Membership in Legacy Safeguard, No POS Interview, Exclusive Territory, Lead Liaison… All you could ask for in a lead program and so much more!

Contact us today to get contracted and start using the Legacy Safeguard system.

Transameria Solution Program

Transamerica’s company sponsored & supported direct mail program with discounted Final Expense Leads for only $330 per 1,000 pieces mailed!