Life Insurance IQ Launch price $447, or two payments of $247

AI finds the life insurance agents in any city, researches each one, and writes the page that gets them to pay you every month.

Then the playbook shows you how to give those agents what most of them have never had: fresh leads that nobody else is calling.

Get Life Insurance IQ $447 See how it works

One-time payment, or two payments of $247. No insurance license or ads experience needed to start.

The same person, two kinds of lead. You’ll be the one delivering the second kind.

Life Insurance IQ, your dashboard
The Life Insurance IQ dashboard
15 minFrom picking a city to a published pitch page with a real agent’s name on it
0 listsNo scraped spreadsheets or cold databases to buy. Discover finds agents in any US city
119 pagesThe playbook: winning agents and serving them, from Ads Manager access to getting paid
9 videosOne for each step, inside the app, next to the screen you’re working on

“I’ve had four calls this morning.”

What the prospect says when an agent dials a shared lead.

That’s what the prospect says, and you can hear the sigh. The agent on the other end is good at the job. Licensed, patient, actually cares whether the family is covered. They bought this lead twenty minutes ago and dialed it in under a minute. They were still the fifth caller.

Here’s what that agent’s week tends to look like. It isn’t a sob story, and it isn’t every agent. It’s the shape of the problem you’re about to solve.

MondayThe doors

A stack of addresses and an afternoon. Most doors stay shut. The ones that open belong to people who didn’t ask to talk about life insurance on their porch.Cost: an afternoon, a handful of maybes

WednesdayThe mail

Reply cards from a mailer that went out weeks ago. Half the people don’t remember filling them in. One says another agent came by yesterday.Cost: postage, and interest gone cold

FridayThe online pack

Faster, and a genuine step up. But the person filled in one form and the lead went to several agents. Friday is a race to dial first.Cost: a price per lead, shared with strangers

None of that makes them bad at the job. The problem is the supply of people to talk to. And almost nobody in your world is offering to fix it, because when consultants think “local clients”, they think dentists, roofers and restaurants.

Nobody pitches life insurance agents. Which is strange, because no local business is more used to paying for prospects.

They already budget for leads. They already understand what one new household is worth to them. You aren’t asking them to start spending. You’re offering a better use of money they already spend, and it’s not a hard conversation once you can show them the difference.

The shared-lead trap, and the three tests it fails

Ask an agent what’s wrong with their leads and you’ll hear “they’re bad.” That’s not quite it. Put any lead through three questions and you’ll see exactly where it breaks. Most break in the same place.

The testA shared leadThe lead you’ll deliver

The clock

How long between the moment they asked and the moment the agent called?

 Stale
Mail replies take days or weeks. Interest has a short shelf life.		 Fresh
Reaches the agent within minutes, so they call the same day.

The memory

When the agent says “you asked about coverage”, do they say yes?

 Vague
A list of names and numbers isn’t a lead. It’s homework.		 Specific
They saw an ad about life cover, read a short form and sent it on purpose.

The crowd

How many other agents bought this same person?

 Crowded
One form, sold several times. The agent is caller number five.		 Uncontested
Built for one agent’s campaign, in their area. Nobody else has it.

The part nobody tells the agent

Test three is the one most lead sources fail, and it’s the one the agent can’t check. So here’s the line you’ll use, word for word if you like. Short, clear and true. The rest of this page is how you get in front of enough agents to say it, and how you deliver on it once they say yes.

“I run local Facebook and Instagram campaigns that bring you people who just asked about life insurance in your area. They reach you within minutes, and they’re yours alone. I don’t sell them to anyone else.”

The Uncontested Lead Loop

Consultants who fail in this niche almost always fail at one half of it. Some get very good at running ads, then sit with nobody to run them for. Others get very good at booking meetings, then deliver a weak service and lose the client in month two. So the loop has two engines, and each one feeds the other.

Client won Renewals, reorders and referrals feed engine one again Win the agents Engine 1, the software Discover Research Pitch Pitch page Pipeline Smart Inbox Serve the agents Engine 2, the playbook Get access Pick the goal Pick the place Tested words Deliver Get paid
Engine 1, the software

Win the agents

Lead generation for you. Life Insurance IQ does the searching, the reading and the first draft of every pitch.

  1. DiscoverPick a city and a radius. AI finds the life insurance agents and agencies there and scores each one for fit.
  2. ResearchA short AI summary of each agent: what they focus on, how they present themselves, what’s missing from their website.
  3. PitchA personal pitch written from your offer: intro, benefits, call to action and the outreach message.
  4. Pitch pageOne click turns the pitch into a page with the agent’s name on it. You get told when they open it.
  5. PipelineDiscovered, Researched, Contacted, Responded, Meeting booked, Client won.
  6. Smart InboxEvery reply read for you, labeled by what the agent wants, with your answer already drafted.
Engine 2, the playbook

Serve the agents

Lead generation for your client. Meta campaigns that deliver leads which pass all three tests.

  1. Get accessYour client’s Page and ad account, through Business Settings, without ever asking for a password.
  2. Pick the goalTell Meta you want leads, inside the financial-products ad category, which the training walks you through.
  3. Pick the placeThe agent’s state or metro, and people likely to care about life cover.
  4. Drop in tested wordsReady-made ad copy and lead forms for final expense and general life, written to stay compliant.
  5. Deliver in minutesThe lead lands with the agent while the person still remembers asking.
  6. Get paidMonthly management, or a trial batch first. Happy batch clients move to monthly.

What you’ve probably been sold before

A tool that finds businesses, then leaves you to work out what to say. Or a course on ads, with no clients to run them for. One half each time, and the half you’re missing is the one that decides whether you get paid.

Why the loop is the boring, valuable version

Finding an agent is easy. The work is in everything after: knowing what to say to that agent, following up on time, knowing what a reply means, and having a service that keeps them past month two. That’s what both engines are for.

You don’t log in to a list. You log in to who to pitch today.

Every lead tool has the same gap. You get the data, you look at it, and the next thought is “right, so what do I say to them?” These are the real screens. Sample businesses are marked “(Sample)”.

Every agent in the city, scored for fit

Type a city and a radius. Discover returns the independent agents, agencies and final-expense shops there, with a fit score so you know who to work first. Save the ones you like and they land on your board.

  • Works in any US city: your town, or one you’ve never visited
  • Filter by opportunity, agent type and whether there’s an email
  • Every search is kept. Reopen it without paying for it twice
Saved prospects with fit scores
Get Life Insurance IQ $447 Or two payments of $247

Instant access to the software, the playbook and the videos.

A page with their name on it

Agents get pitched constantly. Lead vendors, recruiters, “marketing experts” with a template. They’ve learned to delete it all without reading. What they don’t get is a page that was obviously made for them, by someone who looked at their business first.

To: Dana Whitfield, Barton Creek Life & Benefits (Sample)
Subject: Something I put together for Barton Creek

Hi Dana, I came across Barton Creek while looking at agencies around Austin. I put a short page together just for you. It takes a minute to read: yourdomain.com/p/barton-creek

A personal pitch page prepared for a sample agency
  1. “Prepared for Dana Whitfield”

    Their name, their agency, their city. The first line proves you’re not a template.

  2. “I noticed…”

    One or two things from the research: strong reviews, no booking form on their site. Specific, true and kind.

  3. How it would work for them

    Your offer in three steps, in plain language, with your booking link.

  4. Four looks

    Clarity, Blueprint, Velocity or Statement. Calm and editorial for a solo agent, structured for a big recruiting agency.

  5. You’re told when they open it

    That’s the moment to follow up, not three days later.

15minutes

Pick a city. Find one agent. Read the research. Generate the pitch. Publish the page. Most people do it in about fifteen minutes the first time. It’s the first thing the training asks you to do, on day one, because a real page with a real agent’s name on it changes how this business feels. It stops being a plan.

Where the first check comes from, and why they say yes

Let’s do this with a ledger instead of adjectives. The number that matters isn’t what the software costs you. It’s what an agent pays you, and why it makes sense to them. Every figure below is an example of a pricing model from the training, not a promise or a typical result.

The solo agent

One household

An agent knows what one new client is worth to them. A handful of real conversations a month is the whole case, and they can do that math faster than you can.

The final-expense shop

Volume

Their business is having enough people to call this week. A steady, unshared flow in their own area is exactly the problem they pay to solve.

The agency manager

Leverage

Managers recruit agents who all need leads. One manager who likes your work can introduce you to a whole team. The playbook has a section on pitching them.

Two ways to get paid

Many consultants start an agent on a trial batch, because agents already think in price per lead. Happy batch clients move to monthly management.

Example figures from the training.

SetupCampaign build on the agent’s own ad account: access, ad, lead form, delivery to their phone+$797
Setup feeOnboarding and the first week of tuning+$200
MonthlyManagement: watch costs, refresh tired ads, a short weekly update+$997/mo
Ad spendPaid by the agent straight to Meta, on their own card. It never touches your account$0 to you
One clientA first payment of $997, then $997 a month. Two clients, twice thatExample
Price per leadAgents already think in “price per lead”, so this is the easy yes$12
The order40 leads at $12, plus a $100 service fee. Paid 100% upfront+$580
Your costThe ad spend to deliver them, from your own ad account. Your margin is built into the per-lead priceVaries
Then“Would you like this flowing every week without reordering?” That’s monthly managementUpgrade

The first thirty days, the way the training lays it out

Day 1

Fill in Your offer. Run your first search. Publish your first pitch page in about fifteen minutes.

Days 2 to 5

Five pitches a day, four days a week. About an hour in the app each day.

Week 2

Replies land in the Smart Inbox. Book the calls. Use the call guide and the proposal outline.

If you publish twenty pitch pages a week and follow up, the software makes that as easy as it will ever be. If you publish none, this does nothing at all, and you shouldn’t buy it.

It’s an odd thing to print on a sales page. But the only way this fails you is by sitting unopened, and I would rather lose the sale than take money from someone who was never going to send a pitch.

The four things that decide whether anything works for you

Every offer you’ve ever bought lives or dies on four things: how big the result is, how sure you are you’ll get it, how long it takes, and how much work it is on the way. We built Life Insurance IQ by pushing all four in the right direction at once.

Value =
Bigger result

Clients who pay monthly

Not a one-off website job. A service agents already budget for, priced as a retainer, in a niche most consultants never pitch.

One-off gigs you chase foreverA monthly service with an upgrade path

More certainty

A method, not a hunch

Real screens, a 119-page playbook, nine videos, swipe copy, a call guide, a proposal outline and a fee-agreement guide.

“Figure out your own outreach”Every step written down

Less time

Fifteen minutes to a real page

Your first pitch page goes out on day one. The trial-batch model gets you paid upfront, before you’ve spent a cent on ads.

Weeks of setup before your first pitchA real page on day one

Less effort

No manual prospecting

No Google-scraping for “meet our agents” pages, no spreadsheets. The software searches, researches, writes, follows up and reads the replies.

Hours a day hunting for prospectsAbout an hour a day in the app

What the ads will never say

Life insurance is one of the most regulated things you can advertise, and Meta treats it as a special ad category. When you sit down with an agent, the objection under every other objection is “is this going to get me in trouble?” The training answers that before they ask.

  • Every ad says who is advertising and what’s on offer, plainly.
  • Leads from a client’s campaign belong to that client. Never resold, never shared, never sent to two agents.
  • You market for the agent. You never quote, advise on coverage or speak for an insurer, and you don’t need a license to do what this teaches.
  • The client’s card pays for their ads in the monthly model, so the money is always where it belongs.
  • The fee-agreement guide says no guarantees in writing, and tells you to have a local attorney look it over.
Your client’s agencySponsored
New state programs for seniorsNothing that suggests a government scheme or an official notice. That look is what regulators cite.
$250K of cover for $23 a monthNo rates or prices. Only a licensed agent looking at a real person can say what it costs.
Guaranteed approvalNo promises about coverage, eligibility or underwriting. Ever.
Win a steakhouse gift cardNo borrowed brands. The incentive campaign uses a generic card and official rules.
Thinking about life insurance for your family?What the ads say instead: who is advertising, what’s on offer, and a short form for people who want to talk.

An agent who has been burned by a vendor reads a careful ad and relaxes. A consultant who says “I’ll never resell your leads, and here’s my agreement that says so” is the consultant they keep.

Four reasons to close this page

Not false modesty. Every one of these came out of building it, and I’d rather you heard them from me.

You want a green button

Something that makes money while you watch. This isn’t it. It makes sending twenty good pitches a week unusually easy. It can’t send them for you.

You want to sell insurance

You don’t, and you can’t without a license. You sell a marketing service to people who are licensed. The moment you start advising on coverage, you’ve stepped outside what this is.

You want to resell leads

Take one form, sell it to five agents. That’s the exact problem you’re fixing. If that’s the plan, the agents you’d be selling to are better off without you.

You won’t touch Ads Manager

Engine two runs on Meta. The training takes you through every screen, from access to the first lead, but you do have to open it.

Still here? Good. Then you’re exactly who this was built for.

What you actually get

The software that wins you the agents, and everything you need to serve them once they say yes.

Life Insurance IQ, the software

Discover agents in any city, save prospects, AI research, the AI pitch writer, the pipeline board and the dashboard that tells you who to pitch today. 500 searches a month, and a set-up checklist that gets you to your first page.

$997

AI Pitch Pages

A personal page for each agent in four looks (Clarity, Blueprint, Velocity, Statement), with an alert when they open it, so you follow up at the right moment.

$297

AI Smart Inbox and outreach sequences

Follow-up sequences sent for you, every reply read and labeled, your answer drafted. Replying stops the sequence. 100 outreach emails a month.

$297

The Lead Generation Playbook

A 119-page illustrated PDF: the agent’s world, the three tests, every step of the software, Meta access, building the campaign, monthly and batch pricing, trial runs, scaling, and agency managers.

$297

Nine training videos

Introduction, understanding agents, the business model, the software walkthrough, finding prospects, pitch pages, delivering the service, Facebook advertising setup and scaling. Inside the app.

$497

The swipe files

Client ad copy for final expense and general life, three lead-form scripts, a text script for following up with leads, and a 30-day, eight-email follow-up sequence for agents.

$197

Call guide, proposal outline and fee-agreement guide

A two-minute call guide, a 13-slide proposal outline built for life-agent lead gen, and a plain-English guide to the consultant and client agreement.

$197

Nine step-by-step tutorials Launch bonus

From “Your first pitch in 15 minutes” to “Work the AI Smart Inbox”, right inside the app, next to the screen you’re learning.

Included
Total value$2,779$447 today

Two engines, one loop, your name on the page

The price you pay isn’t the price you charge. $447 in, once. A trial batch, a setup fee and a monthly retainer out. Those are different numbers doing different jobs.

Pay in full Save $47
$447 once

Everything below, today, with no further payments.

  • Life Insurance IQ software: Discover, Research, Pitch, Pipeline
  • AI Pitch Pages in four looks, with open alerts
  • AI Smart Inbox and outreach sequences
  • 119-page Lead Generation Playbook
  • Nine training videos and nine tutorials
  • Swipe files, call guide, proposal outline, fee-agreement guide
Get instant access for $447
Split it in two
$247 × 2

$247 today, then $247 in 30 days. Same access, from day one.

  • Exactly the same software, playbook, videos and swipes
  • Full access starts today, not after the second payment
  • Two payments, then nothing more
  • Handy if you’d like your first client to pay the second one
Start with $247 today

Secure checkout and instant access. Ad spend is never included: in the monthly model your client pays Meta directly on their own card. Life Insurance IQ Pro (more searches, more outreach emails and team seats) is offered on the checkout page. You don’t need it to start.

The questions that actually get asked

Anything else, ask the support desk before you buy.

Do I need an insurance license?
Not to do what this teaches, which is marketing for licensed agents. The ads run under your client’s name and their Page. The agent has every conversation about coverage. What you must not do is quote, compare policies or advise anyone about their coverage yourself. The playbook spells out where that line is.
I’ve never run Facebook ads. Is that a problem?
It’s the normal starting point. Engine two comes down to three moves: pick the goal (leads), pick the place and the people, and drop in tested words. The playbook and videos walk through every screen, from getting access to your client’s ad account to the first lead arriving, including the special ad category rules for financial products.
I don’t know anything about life insurance.
You don’t need to. You’re not selling policies. You’re handing a licensed agent a page about their own business and offering a lead service. The research tells you what to say about them, the call guide tells you what to say on the phone, and Chapter 2 of the playbook gives you the agent’s world in their own language.
Is this just a scraper with AI stuck on it?
Finding agents is the plumbing. The product is everything after it: research on each agent, a pitch written from your offer, a personal page, a follow-up sequence, a pipeline, and an inbox that reads replies and drafts your answer. Plus the whole second engine, which is how you keep the client once they say yes. A scraper takes a weekend. This didn’t.
Which cities does it work in?
Any city or town in the US. Pick a location and a radius, and Discover finds the life insurance agents and agencies there. Practise in Austin, TX (the demo city in every video), then switch to your own market or any market you like. You don’t have to live there.
How much do I charge, and who pays for the ads?
The training covers two models with example figures. Monthly management: a setup fee and a monthly fee, with the agent paying Meta directly on their own card. Trial batches: a price per lead, paid upfront, with the ads run from your account. Many consultants start agents on a batch and move happy ones to monthly. All figures are examples. Your prices are yours to set.
What’s the difference between paying in full and two payments?
Only the payment schedule. Pay $447 once, or $247 today and $247 in 30 days. You get full access to everything on day one either way.
What is Life Insurance IQ Pro?
An optional upgrade offered on the checkout page, for consultants working several markets. It raises your searches from 500 to 2,000 a month and your outreach emails from 100 to 1,000 a month, and lifts your saved-prospect limit. It adds three team seats so a VA can run searches and outreach under your account, plus priority AI processing. You don’t need it to start, and you can cancel it any time.
Is my city exclusive to me?
No. This is a license to the software, not a territory, and we won’t pretend a $447 product carries a lock. What limits competition in practice is that agents who like your service tend to stay. The first consultant who shows up with a page about their business and leads nobody else has usually keeps them.
How long before I’m up and running?
About fifteen minutes to your first pitch page. A couple of hours to read the first chapters and watch the first videos. After that the rhythm is roughly an hour a day in the app: five pitches, four days a week, plus follow-ups. How quickly you land a client depends on your market, your offer and whether you send the pitches.

Every agent needs people to talk to. Somebody should bring them the ones nobody else called.

That’s the whole idea. In every city there are agents who are good at the job and tired of how they find people: walking doors, waiting on mail, racing four strangers to the same phone number. Most consultants walk straight past them on the way to the next dentist.

You’re going to be the one who stops. With a page that has their name on it, a lead that only they get, and a reason to keep you every month.

FreshSpecificUncontested
Get Life Insurance IQ $447

One-time launch price, or two payments of $247.