Advanced Agent Marketing vs Financialize
Updated November 4, 2026.
Financialize sells verified annuity leads to licensed agents, with optional appointment setting and live transfers priced as upcharges. We sell the booked Zoom as the product. Financialize's pages were read on November 4, 2026.
What each company says it is
We sell financial advisors and insurance agents a booked Zoom. You pay up front for a qualified show. The dollar amount is tiered and quoted on a call. Pay-per-show annuity appointments is the billing page. The cost guide lists the tiers and the numbers that are not public.
Financialize's annuity leads page says it provides verified annuity leads to licensed agents and financial professionals. Options named there are call-verified prospects, warm transfers, and fact-finder transfers. The FAQ says Financialize is a lead generation company for annuity, life insurance, Medicare, and lead revival, and that agents can sign up on the site and buy leads. The contact page lists a Gilbert, Arizona mailing address, the phone number (707) 297-9504, and [email protected].
| Topic | Advanced Agent Marketing | Financialize |
|---|---|---|
| What you receive | The meeting. A Zoom is placed on your calendar after a survey, a short video class, and a setter call. You are not buying a name to dial. | A Priority Lead: an exclusive, phone-verified prospect, with contact information and a financial profile, delivered to you. The annuity page says delivery is within 24 hours. The FAQ also says leads are delivered in real time once verification is complete. Appointment-set leads add a meeting on a calendar you connect through Nylas. Live warm transfers connect you while the person is on the phone. |
| Published price | Our tiers are minimum asset ranges. Gold is $250,000 to $1 million. Platinum is $1 million to $2 million. Diamond is $2 million to $5 million. Black is $5 million to $10 million and above. A qualified prospect has at least that tier's minimum, in money that can move within 90 days. The higher the assets, the higher the tier. Every tier is the same booked Zoom, with the same short video class and the same setter. We do not publish a separate feature list or an appointment count for each tier. We do not publish dollar prices. Pricing shared on a call. | The annuity page prints $400 to $500 per qualified lead, and says volume discounts are available. Appointment-set leads are an additional $250 per Priority Lead. Live warm transfers are an additional $500 per Priority Lead. The FAQ says standard verified leads average $400 to $500, and that warm transfer and fact-finder leads range higher. It also says there are no upfront fees or retainers, and that agents pay for the leads they choose. |
| No-show or not qualified | You pay up front. We only charge a qualified show. We replace a no-show, a cancellation, or a reschedule, usually within a few hours, when you followed the required process. We replace the same way if they show and do not qualify. Get that sequence in writing. | For appointment-set leads, the annuity page and the FAQ say to report a no-show. Financialize will reschedule within 7 business days or credit the $250 appointment upcharge, and you keep the exclusive lead. A replacement of the underlying lead, as opposed to the $250 upcharge, is not described in that sentence. |
| Exclusivity | No one-advisor exclusivity rule published. | The annuity page says every annuity lead is exclusive, one lead to one advisor. The contact page says leads are not sold to multiple agents. The FAQ says all leads are exclusive to the purchasing agent, and that if leads are shared, that is disclosed. Read the three sentences together before you treat them as one rule. |
| Prospect criteria they publish | $250,000 or more in movable retirement savings, excluding real estate, and movable within 90 days at the tier you bought. Age is not published. The ads described here focus on fixed and fixed indexed annuities. | A dollar asset floor is not published on the pages read. The annuity page says leads are people seeking retirement income solutions, verified for interest and contact accuracy, with a financial profile, age and retirement-readiness filters, and TCPA consent. The FAQ says agents can filter by state, age range, or investment need. The numeric age bands and asset minimums used in those filters are not printed. The same page states a 90% agent connect rate and a 36% average close rate, and says results vary by agent. Those are Financialize's figures, not a forecast for you. |
| Who can buy | The offer is for experienced advisors who can already discuss retirement and close. If you cannot do that, do not buy. We book appointments in all 50 states. | The FAQ says only licensed agents can purchase leads, that signup on the site has no cost, and that standard-lead accounts are activated immediately. It also says agents working with Financialize complete HIPAA certification. This page does not restate that as an annuity-compliance opinion. It is what their FAQ says. |
How to read the prices
Financialize publishes a lead price and two upcharges. We do not publish a per-appointment dollar. A $400 lead is not comparable to an unquoted Zoom until you count who dials, who educates, and who eats a no-show. Their no-show credit, as written, applies to the $250 appointment upcharge. We replace the appointment itself. You pay up front, and only a qualified show is charged.
The leads guide separates a contact record from a booked meeting. If you want the contact, Financialize's pages are describing that product, with an optional calendar on top. If you want the hour already booked and billed as a show, that is what we sell.
If you want the Advanced Agent Marketing description
- You want the Zoom to be the thing you buy, with education and a setter before you join, and billing tied to a qualified show.
- You do not want a public per-lead price. You want tiers quoted on a call.
- You will operate the replacement rule as written here, including whatever process the agreement requires.
If you want the Financialize description
- You want to buy an exclusive, phone-verified annuity lead at the $400 to $500 range they print, and dial it yourself.
- You want their +$250 calendar option or +$500 live transfer, with the 7-business-day reschedule or $250 credit they publish for a missed appointment.
- You are a licensed agent who wants to purchase from the site, including life or Medicare leads, which their FAQ says they also sell.
Questions
Is a Financialize appointment the same product as a pay-per-show Zoom?
Their pages describe an appointment as an upcharge on a Priority Lead, scheduled through a connected calendar. We sell the Zoom itself, billed as a qualified show, with no public dollar price. The no-show remedies are also written differently. Read both.
Does Financialize publish an asset minimum?
Not on the pages read on November 4, 2026. They publish filters for state, age range, and investment need, without the numbers. We require $250,000 or more in movable retirement savings.
Are the 36% close rate and 90% connect rate a promise?
They are figures on Financialize's annuity page. Their FAQ says conversion varies by agent. Our average close rate is about 30%, and the sale is not guaranteed. Do not treat either number as your future result.
Which one should I buy?
We do not choose for you. Match the unit you want to the offer that describes it, then get the agreement.
Sources
Advanced Agent Marketing pages used above include How It Works, the appointments guide, the pay-per-show guide, the cost guide, the pay-per-show model page, and the qualification form.
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Financialize's site is where you talk to Financialize. This form is only for Advanced Agent Marketing.
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