Indexed Universal Life
Exclusive IUL leads, verified before they hit your floor.
Indexed universal life prospects who opted in on our own IUL funnels — educated on cash-value concepts, OTP-verified, and routed to exactly one agent in seconds.
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 exclusivity 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 is delivered to one agent, once — never resold, never recycled into an aged list.
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?"
One agent per lead
Exclusive means exclusive: a single buyer per lead, with no shared tiers and no resell later.
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
TCPA-aware funnels with TrustedForm certificates and logged consent language on every single lead.
How Slate works
You stay on the phone. We run the machine behind it.
We run & optimize your campaigns
Slate builds and manages the ad funnels across life, health, home, and auto — creative, targeting, spend — on infrastructure we own.
Prospects opt in & verify
Real people complete our funnel and clear OTP + TrustedForm consent. Garbage never makes it past this gate.
Leads route to your floor in seconds
Verified leads hit the Slate portal and your CRM instantly, assigned to the right licensed agent by state and capacity.
You call while they still remember clicking
Speed-to-lead in seconds, not days. Your closers work fresh intent — and every outcome is tracked back to source.
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.
Are these IUL leads really exclusive?
Yes. Each lead is generated on our own funnels and delivered to exactly one buyer. We never resell a lead, share it across tiers, or recycle it into an aged list.
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.
Find out what exclusive actually feels like.
Two minutes of questions tells us whether Slate is a fit — and what your leads should cost. No spam. No 14-email drip. Just a straight answer.