Social Security Lead Gen
How do I get more clients?
With Social Security Lead Gen — your 24/7 prospecting partner
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Using your lead gen site
Your door opener to the baby boomer market
10,000 Baby Boomers reach retirement age every day. That means Social Security is still a great way to get a conversation started. Think of Social Security Lead Gen like your own personalized mini website, where prospects can interact with their calculations in real time — and you’ll get notified with their contact information when they do.
Share your link on Facebook or other social media
We’ll even provide you with graphics to use when advertising or sharing
Add a link to your lead gen site in your email footer
It’s an easy value add when communicating with pre-retirees who may be wondering about Social Security.
Add a link to your lead gen site from your personal website
If an interested prospect lands there looking for information, this is an easy way to capture their information.
Get more leads
Here’s how it works
Step 1
You get a custom Social Security lead-generation website, with it’s own unique URL
Think of it as a personalized mini-website — including your name and contact info — that gives your prospects an interactive playground to explore their Social Security benefit options. Here’s an example site for John Advisor:
Step 2
Point consumers to your site
Many prospects for Social Security and retirement planning first start researching online. You can use your website, email footer, social media posts, postcards, or other printed material to direct interested prospects to your personal Social Security site.
Step 3
Prospects self-qualify by walking through your site
Once at your lead generation site, prospects self-qualify while interacting with their Social Security options, seeing their real numbers (not hypothetical case studies), and seeing how their choices compare with optimal Social Security planning.
Step 4
You’re immediately notified with your new lead’s contact information
If the prospect submits their contact information after reviewing their results, you will immediately receive an e-mail notification, and the lead will appear on your leads dashboard.
Next steps
Import lead data directly into other Advisor Controls planning software
Once a prospect uses your Lead Gen site, you can import their data into any of your other Advisor Controls planning tools (like Social Security Pro), and provide an easy-to-understand client presentation.
