FOR RETIREMENT EXPERTS ONLY
GET EXCLUSIVE, PRE-QUALIFIED, PRE-EDUCATED RETIREMENT LEADS TO YOUR FIRM
Grow your Annuity & AUM business with high intent leads where you are positioned as their hand-selected retirement specialist.
HOW STRATEGIQ SYSTEMS HELPS YOU GROW
Step 1: Get Connected with Pre-Qualified Prospects
We connect you with pre-retirees and recent retirees, aged 50 to 80 with $250K+ in investable assets. They complete financial questionnaires, understand why you're calling, and are ready to talk.
Step 2: We Build Trust On Your Behalf
We position you as the expert and nurture prospects with educational content branded content. Through emails and ads, they see you as their trusted specialist before booking.
Step 3: Book Meetings and Win More Clients
Every lead is phone verified and 100% exclusive. As prospects are ready to move forward, we help schedule directly into your calendar and grow your book of business.
STRATEGIQ GIVES YOUR MORE THAN LEADS
Subscriptions include built-in tools and support to help you follow up, stay organized, and close more clients.
Exclusive Territory Protection
You're the only advisor receiving leads in your market. No vendor games. No lead recycling.
Educational Pre-Selling
Prospects receive retirement planning content before your call. You're not cold-calling strangers. You're connecting with educated buyers who already view you as the authority.
Phone-Verified Quality
OTP verification eliminates fake numbers and ensures every contact is legitimate and reachable.
Annuities Positioned Up Front
No bait-and-switch. Prospects know they're being matched with an annuity specialist. The conversation starts honest and stays productive.
Calendar Integration
High-intent prospects book directly with you, eliminating phone tag and increasing show rates.
Expert Postitioning
We position you as the trusted specialist before prospects ever speak with you. Through educational content and strategic marketing, they see you as their trusted advisor.
FINDING THE RIGHT PARTNERSHIP
Who This Is NOT For
Advisors looking for cheap, unqualified leads
New agents still learning the business
Anyone expecting instant results without investment
Advisors unwilling to work phone-verified, exclusive leads at premium pricing
Who This Is For
Are already writing $500K+ annually in annuity production
Understand that quality leads cost $200-300, not $50
Want exclusive prospects, not shared vendor leads
Value their time more than cheap volume
Are comfortable investing $5K-$10K+/month in marketing
READY TO SEE IF STRATEGIQ SYSTEMS IS RIGHT FOR YOU?
Get matched with investors and explore the platform designed to help you convert them into lifelong clients. No commitment—just a conversation.
This information is for educational purposes only. StrategIQ Capital does not provide tax, legal, accounting, investment, or financial advice.
StrategIQ Capital is a marketing platform designed to educate consumers. We do not recommend specific products. When you request information, you may be connected with a state-licensed insurance agent who has paid for referrals. When you request information, you may be connected with a state-licensed insurance agent or registered financial advisor who has paid for referrals. Financial advisors may offer both insurance products and investment advisory services. These independent agents are not our employees and may suggest products we do not control.
All content on this site—including research, case studies, and charts—relates exclusively to insurance products offered by licensed agents. This content does not constitute a securities offer and should not be your only basis for financial decisions.
References to indexed annuities, indexed universal life insurance, and similar strategies are general in nature. Any guarantees depend on the claims-paying ability of the issuing insurance company. Discussions are based on assumptions and do not guarantee future results. Appropriate insurance types and amounts vary by individual circumstances.
This site does not provide formal illustrations of specific policies or annuities. Product terms and conditions are subject to change by the issuer.
Consult a qualified financial professional before making decisions about any recommended product.
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COMMUNICATIONS CONSENT:
By submitting your information, you expressly consent to contact from your matched StrategIQ Capital advisor via phone call (live, automated, or prerecorded), text, or email—even if you're on the Do Not Call registry. You may incur charges from your carrier. This consent is not a purchase requirement and may be revoked anytime.
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