Indexed Universal Life
IUL leads verified before they cost you a dial.
Indexed universal life prospects who opted in on our own IUL funnels — educated on cash-value concepts, OTP-verified, and routed to one agent in seconds. Blame-ready.
Most "IUL leads" on the market are generic life-insurance quote requests relabeled after the fact. Slate's IUL leads come off funnels built specifically around indexed universal life — tax-advantaged growth, cash-value accumulation, and retirement-minded planning — so the prospect on the phone already understands what an IUL conversation is about.
IUL is a longer, more consultative sale than term, which is exactly why being first matters. When four other agents have already pitched the same prospect, the trust you need for a cash-value conversation is gone before you dial. Every Slate IUL lead routes to one agent while the intent is live — no shared tiers, no four-way race to the same voicemail.
Who's on these leads
- Income earners exploring tax-advantaged alternatives and supplements to 401(k)s and IRAs
- Families in their 30s–50s who want permanent coverage that builds accessible cash value
- Prospects who completed a full IUL-specific funnel — not a generic "cheap life insurance" quote form
- Every record OTP phone-verified and TrustedForm-documented before delivery
IUL-educated intent
Our funnels explain the concept before the opt-in, so you open the call on strategy — not on "what's an IUL?"
You call first, not fifth
A fresh lead routes to a single agent — you — while they still remember opting in. Never five shops racing the same name.
Delivered in seconds
Leads post to the Slate portal and your CRM by API the moment verification clears — you call while the interest is live.
Consent you can prove
TrustedForm certificates and logged consent language captured on every single lead.
From signup to your first lead in one sitting.
No sales call. No onboarding week. The whole thing is self-serve.
Create your account
Two minutes: your name, your NPN, your licensed states, and how many leads a day you want. That's the whole setup.
Fund your wallet
One flat amount of lead credit. It draws down as leads arrive — no subscription, no per-seat fee, no contract to sign.
Leads route to you in real time
The moment a prospect verifies on our funnels, the lead is yours — in the portal, on your phone, typically starting within 24 hours.
You call while they still remember clicking
Fresh intent with your name on it. Work the lead, track the outcome, and watch which sources actually write business.
IUL Leads: common questions
What makes an IUL lead different from a general life insurance lead?
Intent. A general life lead asked about coverage; an IUL lead went through a funnel about indexed universal life specifically — cash value, index crediting, and tax-advantaged growth. That prospect is pre-framed for the product conversation you actually want to have.
Who else is working these IUL leads?
A fresh IUL lead is generated on our own funnels, routed to one buyer, and stays exclusive to that account for 45 days. If it remains non-converted after that window, it may later enter the aged marketplace — one buyer at a time, never a simultaneous race.
How quickly are IUL leads delivered?
In seconds. Once a prospect passes OTP phone verification, the lead posts to the Slate portal and your CRM in real time, assigned to the right licensed agent by state and capacity.
How is TCPA consent handled?
Every lead carries a TrustedForm certificate plus logged consent language, timestamps, and source — retained and audit-ready if a carrier or regulator ever asks where the lead came from.
Can you target the states I'm licensed in?
Yes. Campaigns are targeted to your licensed states, and routing assigns each lead to the right agent by state and capacity — set once in your order, managed by your account team.
Other public lead types
Go on. Blame the leads.
Create your account, fund your wallet, and start calling people who actually asked to hear from you — typically inside 24 hours. No sales call, no contract. And if it still doesn't close, at least now it really is the leads' fault.