Social Security Lead Generator

How do I get more clients?

Social Security Lead Gen is your 24/7 prospecting partner. Add it to your other prospecting methods to boost your results.

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Catch prospects when they first start looking

10,000 Baby Boomers reach retirement age every day—that means Social Security is still a great way to get a conversation started. Many prospects for Social Security and retirement planning first start researching online. You can use your website, Google Adwords, social media, postcards, and other printed material to direct interested prospects to your personal Social Security site.

Get your own personalized URL

It’s a mini-website branded with your name and contact info. Include a link to it in your email signature, put it on flyers and brochures, or embed it on your website.

The lead generator encourages prospects to play with their Social Security filing options and lets them know when there are better options. The call to actions collects their contact information or if you use a scheduling app, they can book an appointment with you immediately.

Your own unique QR code

With your subscription you’ll have your own QR Code that will take the prospect directly to your Social Security site on their smartphone—More searching is done on smartphones and tablets than anywhere else.

Try it for yourself! Point your smartphone’s QR Code app at this QR code and go to our sample site. If you don’t know how to use QR codes with your phone, this link will tell you how.

Step 1: GET A PERSONALIZED LEAD gen SITE

Your personal 24/7 prospecting partner

We’ll provide you with your own lead generation site—think of it as a personalized mini-website that gives your prospects an interactive playground to explore their Social Security benefit options. Your site will include your name and contact info, along have a unique url. Here’s a sample site for John Advisor:

https://johnadvisor.socialsecurity.life

Step 2: Point Consumers to your site

Catch prospects when they first start looking

Many prospects for Social Security and retirement planning first start researching online. You can use your website, social media posts, postcards, or other printed material to direct interested prospects to your personal Social Security site.

Step 3: PROSPECTS SELF QUALIFY

Get quality leads

Once at your lead generation site, prospects can play with their Social Security options on their computer, tablet, or even their smartphone. Unlike other Social Security prospecting sites, they see their real numbers — not hypothetical case studies. Prospects self-qualify by playing with their benefit projections and seeing how their choices compare with optimal Social Security planning.

Step 4: NEW LEAD NOTIFICATIONS

Start working with new clients fast—get notified immediately when you have a new lead.

If the prospect submits their contact information after reviewing their results, you will immediately receive an e-mail notification, and the lead will appear in your PlanFacts leads dashboard. From there you can start a new case directly from the lead, and any data submitted will automatically be imported to your other PlanFacts planning tools.

Start your 14-day Free Trial

Try it now, risk free. Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.

Social Security Lead Gen*

Monthly Subscription

Social Security Lead Gen*

Annual Subscription

Still have questions?

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