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Retirement Planning Leads at a Fixed Price.

You spend 12–15 hours per week cold calling, chasing portal leads and sitting through meetings that go nowhere? That is over €7,000 in lost revenue per month – just from poor lead quality. Our lead system delivers pre-qualified retirement planning inquiries daily – three-stage verified, handed off in real time, at a fixed price per lead.

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Three-Stage Qualification

Only Leads That Truly Fit.

Before a prospect is handed off as a lead, they pass through three stages. What does not fit does not reach you. This is the difference to portals and cheap lead buying.

1

Verify Investment Capital

The prospect discloses how much monthly budget they can commit to retirement planning. Without concrete capital, no lead is handed off.

  • Monthly savings rate and capital potential captured
  • No comparison shoppers without budget
2

Confirm Planning Need

We verify active planning needs: coverage gap, time horizon and product interest – whether retirement planning, disability insurance (BU), private health insurance (PKV) or property insurance.

  • Coverage gap and time horizon verified
  • Concrete product interest confirmed
3

Confirm Purchase Intent & Contact Readiness

The prospect actively confirms their willingness to be advised and provides their contact details. No accidental click – a deliberate, traceable inquiry.

  • Consultation readiness and callback request confirmed
  • Immediate handoff after qualification

Real Campaigns. Real Results.

Excerpts from active retirement planning and disability insurance campaigns of our partners – marketing that delivers measurable results.

Retirement planning campaign with qualified leads
Performance campaign retirement planning
Lead generation campaign example
Disability insurance lead campaign

The Lead System in Detail

No generic agency model. A productized system for financial advisors and insurance brokers: predictable volumes, three-stage verified quality and direct handoff to your CRM or inbox.

Precise Targeting

Campaigns on Meta, Google and partner networks – targeted at people actively searching for retirement planning, disability insurance (BU) or private health insurance (PKV). No wasted reach.

Automatic Pre-Qualification

Every prospect answers filter questions about capital, demand, timeline and contact readiness. You only receive leads that pass all three stages.

Real-Time Handoff

Immediately after qualification, the lead lands in your CRM or inbox – with priority, contact details and callback time. Maximum reachability through minimal response time.

Fixed Price Per Lead

Transparent costs, agreed upfront. No setup fee, no retainer, no revenue sharing. You only pay for leads that passed all qualification stages.

Financial Advisor CRM (optional)

Built specifically for brokers: lead status, priority, capital potential, callback status and follow-up automations – all at a glance.

Scalable on Demand

Whether 10 or 50 leads per month – the system adapts to your capacity. Scale up or down at any time.

The System in Numbers

50+

Active partners in financial advisory & insurance

< 10

Days to first leads

94%

Reachability rate of delivered leads

€ 0

Setup fee & retainer

Lead ROI Calculator

Calculate Your Lead ROI

Find out how much revenue you can generate with qualified retirement planning leads.

€1.500
€500 €10.000
€50
€20 €150
20%
5% 50%
€1.500
€200 €5.000
Leads/Month 30
Closed Deals/Month 6
Commission Revenue €9.000
ROI 6,0x
Discuss Your Lead Strategy

Example calculation. Close rate depends on advisory quality, product and response time.

Frequently Asked Questions

Who is the lead system designed for?
For financial advisors, insurance brokers and financial service providers who actively sell retirement planning, disability insurance (BU) or private health insurance (PKV) and can process new inquiries quickly.
How does the three-stage qualification work?
First, demand and current situation are captured. Then capital potential and advisory interest are verified. Finally, contact readiness and callback priority are established. Only those who pass all three stages are handed off.
How does this differ from portal leads?
Portal leads are mostly comparison shoppers without real budget or purchase intent. Our leads go through three qualification stages – capital, demand and purchase intent are verified before the lead reaches you. Result: higher reachability, higher close rate.
What does a qualified lead cost?
This depends on region and qualification depth. We work with transparent fixed prices per lead – agreed upfront, no hidden fees. In the initial call, we calculate the expected price per lead for your specific case.
I have had bad experiences with lead agencies before.
That is why we work with a fixed price per qualified lead – transparent and agreed upfront. If a lead does not pass our qualification stages, it does not reach you. You can see all details in the CRM: transparent, complete, traceable.
How quickly will I receive the first leads?
Typically within 5–10 business days after go-live. Onboarding (target audience, campaign setup, CRM connection) takes 3–5 business days. From then on, the system runs and delivers.
Do I have to use the CRM?
No. The CRM is optional. The handoff can be adapted to your existing sales process: CRM system, email, webhook or direct calendar link.
Are 30 leads per month guaranteed?
No. That is a target range for suitable regions and target audiences. In the lead analysis, we assess what volume is realistic – no glossy promises.
Which insurance products does this work for?
Primarily retirement planning (ETF savings plans, pension insurance, base pension, Riester, unit-linked policies), but also disability insurance (BU), private health insurance (PKV) and property insurance. In the consultation, we tailor the qualification filter to your exact product offering.
Is there a minimum contract period?
We recommend an initial 30-day sprint to collect realistic data and optimize the system. After that, you are free – no long-term contracts, no cancellation periods.

The 30-Day Lead Sprint for Retirement Planning Advisory.

In a free 20-minute consultation, we assess your target audience, region and whether 15–30 leads per month are realistically achievable. No standard presentation – just concrete numbers for your business. Start with no setup fee and no retainer.

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