Financialize review: leads, pricing and terms
Financialize sells annuity and life insurance leads to agents and financial advisors, and it generates them through its own consumer brands, digital ads and direct response campaigns. Each annuity and life lead is exclusive, meaning it goes to one buyer only.
A U.S. team call-verifies the annuity leads, while the life leads cover term, whole and universal life and final expense. There is also a Lead Revival service, which works your own older leads by email, text and phone and hands you back responses, appointments or live transfers.
- Best for
- Annuity and life agents who want exclusive leads at published prices
- Formats
- Exclusive data leads, annuity warm transfers and fact-finder leads
- Lines
- Annuity, life and final expense
- Shared or exclusive
- Annuity and life leads are exclusive, one buyer per lead
- Price
- Annuity leads $400 to $500, life leads $9 to $225
- To start
- No upfront fee. Your card on file is charged as leads are assigned
- Returns
- Account credit for false contact details reported within 72 hours
- States
- Nationwide, by state
Our take
Financialize fits annuity and life agents and advisors who want exclusive leads and like seeing a price range before they talk to sales. Annuity leads are call-verified before delivery, which suits advisors who want fewer, more qualified conversations.
Most agents should start with a small batch in one line and a tight territory, then compare cost per sale against their other sources before adding warm transfers or a larger monthly order.
Review contact details when leads arrive, since requests for false-contact credit are due within 72 hours.
Pros
- Annuity and life leads go to one buyer
- Published price ranges for annuity and life leads
- Annuity leads are call-verified by a U.S. team
- No upfront fee or retainer
- Lead Revival can work your own older leads
- Connects to GoHighLevel and ActiveCampaign
Cons
- Life lead prices run from $9 to $225, so quotes vary widely by profile
- Credits only for materially false contact details, at Financialize's discretion
- Lead purchases fall under a separate agreement that isn't posted on the site
Product details
| Product | Lines | Who gets it | Typical price |
|---|---|---|---|
| Exclusive annuity leads | Annuity | One agent | $400 to $500 per lead |
| Annuity warm transfers | Annuity | One agent | Not listed |
| Annuity fact-finder transfers | Annuity | One agent | Not listed |
| Exclusive life insurance leads | Life and final expense | One agent | $9 to $225 per lead |
Annuity warm transfers and fact-finder leads
Beyond standard verified annuity leads, Financialize sells warm transfers, where the prospect is connected to you by phone, and fact-finder leads with more detail on the prospect's situation. Both cost more than standard leads and are quoted by the sales team.
Life insurance leads
Life leads cover term, whole and universal life and final expense. They arrive in under a minute or in batches.
Getting started
- Sign up at Financialize and add a card on file. There's no upfront fee or retainer.
- Choose your line, states and, for annuity leads, age range and investment need.
- Your card is charged when a lead is assigned to you or when you pick a lead or bid on one.
- Leads arrive in your Financialize dashboard and by email or text, or go to your CRM by API or export.
Pricing
Financialize publishes price ranges for its two main lead types. Annuity leads are priced by verification level, and life leads by product and prospect profile. Your card is charged as each lead is assigned or selected, and there's no upfront fee.
| Lead | Price |
|---|---|
| Standard verified annuity leads | $400 to $500 per lead, with volume discounts. Warm transfers and fact-finder leads cost more |
| Life insurance leads | $9 to $225 per lead, with discounts at 50 or more leads a month |
Prices as of October 2026.
| Your leads a month | Price per lead | Monthly minimum |
|---|---|---|
| 100 to 250 | $20 | $2,000 |
| 251 to 500 | $17 | $4,500 |
| 501 to 1,000 | $15 | $7,750 |
| 1,001 to 2,000 | $12 | $12,500 |
| 2,001 or more | $10 | $21,000 |
Lead Revival also charges $20 for each lead that responds by email or text, $60 for each confirmed appointment and $100 for each live transfer.
| Item | Cost |
|---|---|
| Lead purchase charge | The card on file is charged when a lead is assigned or when you pick a lead or bid on one |
| Chargeback | A chargeback results in immediate account termination |
Cost per sale
Sales to break even each month
Cost per sale is the price divided by your close rate. Break-even is the number of sales whose commission covers a month of spend.
Filters
You choose your states for every line. Annuity orders can also target an age range and investment need.
Lead quality checks
Leads come from Financialize's own consumer brands, digital advertising, inbound requests, financial planning workshops, direct response campaigns and partner sources. A U.S.-based team calls each annuity prospect to verify interest before delivery, and every lead is screened for TCPA compliance and checked for consent.
Delivery and integrations
Annuity leads arrive within 24 hours and life leads in under a minute or in batches. You can work them in the Financialize dashboard, get them by email or text, or send them to your CRM by API or export.
Named integrations include GoHighLevel and ActiveCampaign.
Lead returns
Sales are generally final. If a lead has materially false contact details, such as a disconnected phone number, email support@financialize.com inside 72 hours, and Financialize may credit your account. If you file a chargeback, Financialize closes your account immediately.
Contract and cancellation details
A separate Lead Purchase Agreement covers lead purchases and Lead Revival, and it applies where the website terms differ. Ask for a copy before your first order so you know the cancellation and refund rules.
Other services
Lead Revival works your own older leads. You upload them, Financialize checks them against TCPA and Do Not Call rules, then contacts them by email, text and phone.
You pay a monthly per-lead fee by volume, with a monthly minimum, plus a fee for each response, confirmed appointment or live transfer it hands back. The Lead Revival table under Pricing shows the per-lead fees and monthly minimums.
Financialize alternatives
These lead companies sell similar lines and lead types.
See every option in insurance lead companies.
Frequently asked questions
How much do Financialize leads cost?
Standard verified annuity leads cost $400 to $500 per lead and life leads $9 to $225 per lead, as of October 2026. Warm transfers and fact-finder leads cost more.
Are Financialize leads exclusive?
Yes. Annuity and life leads are each sold to one agent or advisor.
Can I return bad Financialize leads?
Report materially false contact details, such as a disconnected number, within 72 hours. Financialize may credit your account. Other sales are final.
What is Financialize Lead Revival?
It's a service that contacts your own older leads by email, text and phone and hands back responses, confirmed appointments or live transfers, priced per lead with fees for each result.
How we researched this review. We based this review on the pricing, terms and product pages published by Financialize, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Financialize quit selling or a contract term that reads different now, let us know and send the link to the page where Financialize has it. Somebody here pulls up that page and checks it before we change anything on ours.