Fill your pipeline
A steady flow of exclusive, already-contacted retirement prospects in your licensed states, without buying lists or dialing cold.
000° — HERO
The Azimuth Lead System
Exclusive retirement leads. Worked in minutes.
The Azimuth Lead System is a complete, done-for-you program. We run proven, compliance-reviewed campaigns, manage the ads, and respond to every lead within minutes. You take the conversations.
For independent insurance and annuity agents, agencies and IMOs.
045° — WHO IT'S FOR
Who it's for
Built for people who would rather advise than prospect.
Independent agents
Agencies
Grow your producers
Give each agent on your team a dependable pipeline instead of leaving them to find their own.
IMOs and FMOs
Add a growth engine
Offer the agents in your downline a managed acquisition program that runs on its own.
090° — THE PROBLEM
The problem
Leads are easy to buy. Conversations are not.
- Shared leadsThe same prospect is called by several agents, and the first to reach them usually wins.
- Slow follow-upInterest fades fast. A lead contacted hours later is already talking to someone else.
- No-showsA lead means little if nobody reaches them in the first few minutes, or follows up when they don't answer.
- Cold callingMost agents dislike it, and time spent dialing is time not spent advising.
135° — HOW IT WORKS
How it works
The Azimuth Lead System: four steps, and you only do the last one.
- Step 1
Pick your states and campaigns
Choose where you are licensed and which retirement topics you want to run.
- Step 2
We launch and manage the ads
Copy you approve, ads we build, buy and optimize.
- Step 3
Every lead texted and called in minutes
Text and an AI assistant call reach each prospect while interest is high.
- Step 4 · You talk
You take the conversation
You show up and have the conversation.
180° — THE FOUR CAMPAIGNS
The four campaigns
Proven angles for the people retiring now.
Each campaign pairs a focused message with its own landing experience, reviewed for compliance before it goes live.
Campaign 01
Roth & tax planning
Prospects who want to understand conversions, bracket planning and what their tax picture looks like in retirement.
Campaign 02
Personal pension
Protected, paycheck-style income for people who want to know their savings can be turned into a reliable monthly amount.
Campaign 03
Safe money & high-yield savings
Savers tired of low bank rates who want to see what a safe, higher-yielding home for idle cash could look like.
Campaign 04
RMD planning
Retirees facing required minimum distributions who want a plan before the tax bill arrives.
225° — WHAT'S INCLUDED
What's included
A full system, not just leads.
Ads, follow-up, scheduling, tracking and coaching in one system, so nothing falls between the cracks and every conversation is one you are ready for.
- Exclusive leads by stateGenerated for you alone, in the states where you are licensed.
- Speed-to-lead text and AI callEvery new lead is texted and called within minutes, around the clock.
- Self-bookingEvery prospect gets a link to pick a time on your calendar themselves.
- CRM, inbox and dialerEvery conversation, call and appointment in one place on our platform.
- Reminders and no-show recoveryAutomated reminders before the appointment and a follow-up path when someone misses.
- Compliance-reviewed copy you approveNothing runs in your name until you have signed off on it.
- ReportingA clear view of what is running, what is booking and what is next.
- Case design supportCase design support from a practicing retirement-income specialist.
- Sales process and scriptsSales process and scripts for the first call, from the playbook run in a working practice.
- CoachingOngoing coaching on the retirement-income conversation, from first call to placed case, with a practicing specialist who runs the same process.
270° — WHY US VS. BUYING LEADS
Why us vs. buying leads
A list of names versus a lead that's already been worked.
| Buying leads | Azimuth Growth Partners | |
|---|---|---|
| Lead exclusivity | Often shared with several agents | Exclusive to you, in your state |
| Time to first contact | Hours, sometimes days | Within minutes, by text and AI call |
| What you receive | A name and a phone number | An exclusive lead, already texted and called, with a link to book on your calendar |
| Who does the cold calling | You or your staff | We make the first contact within minutes and follow up for two weeks |
| No-shows | Your problem | Reminders and recovery built in |
| Ads and campaigns | Not your control, not your copy | Managed for you, copy you approve |
| Territory | Same area worked by many buyers | State territory exclusivity: one agent per state and campaign |
| Platform | Third-party tools you stitch together | Our own platform: CRM, inbox, dialer and scheduling in one |
| Track record | Unknown | Campaigns run first in a working practice |
315° — FOUNDERS & RESULTS
Founders
An operator and a practitioner.
One builds the systems, ads and automation. The other runs the same playbook in his own practice.
A
OperatorOperations
Systems, advertising, tracking and automation: the machine that finds and follows up with your prospects.
G
Licensed practitionerPractice
A licensed retirement-planning practice that runs the same process, so the coaching comes from real cases.
Proof
Results
We publish real client results with permission. Ask us on the call.
360° — PRICING, FAQ & BOOK
Pricing
Per state, per month. Talk to us.
Scope depends on your states and the campaigns you choose. We will walk through it on a short call.
Spend your time advising.
Tell us your states. We will show you how the program would run for you.
FAQ
Straight answers.
Do you offer coaching?
Yes. Coaching is part of the program: how to run the first call, case design, and follow-through to a placed case, from a specialist who uses the same process in a working practice.
Are the leads really exclusive?
Yes. Every lead is generated for one agent in one licensed state and is never resold or shared with another buyer.
Which states do you cover?
We work state by state, matched to where you are licensed. Tell us your states on the strategy call and we confirm availability and scope for each.
How do compliance and approvals work?
Campaign copy and landing pages are compliance-reviewed before launch, and you review and approve what runs in your name. Your agency or carrier requirements still apply, and we build around them.
What do I need to get started?
An active license in the states you want, your calendar connected, and approval of the campaign copy. We handle the rest: ads, tracking, follow-up and scheduling.
How fast can we launch?
Setup involves your calendar connection, copy approval and ad account preparation, and we move as quickly as approvals allow.