1. Offer and education
Plan-shopping tools, open-enrollment reminders or educational content that earns trust before the quote.

Exclusive leads for health, life and IUL agents, agencies and financial educators, generated in your own ad accounts, qualified on the page and nurtured until they're ready for a call.
Bought lead lists are shared with several agents and often stale. Campaigns run in your name produce exclusive leads, build your brand in the process and get cheaper as the pixel learns who actually buys.
Plan-shopping tools, open-enrollment reminders or educational content that earns trust before the quote.
Meta and Google ads set up for financial and insurance policies and the special ad category rules that apply.
Short multi-step forms or calendars that capture what the agent needs to quote.
Text and email sequences, appointment reminders and follow-up for leads who aren't ready yet.
In an earlier in-house role, Luis led the build of the Connect Care Insurance ACA marketing site around open-enrollment campaigns and the bilingual Héroes de Familia financial-education funnel. Read the IUL marketing guide.
Leads come from your own campaigns and go only to you.
English and Spanish creative and funnels for Hispanic families, a large part of the Florida market.
Content and video that explain the product so the call starts warm.
Reporting on appointments and policies written, not just form fills.
Every report starts with these numbers, pulled from your own systems.
Yes. They come from ads in your own accounts and are delivered only to you or your agency.
Yes. Creative, landing pages and follow-up can run in English, Spanish or both.
Yes. Campaigns can be planned around open enrollment and special enrollment periods.
Get a free audit of your ads, pages and follow-up, or book a call and we will map your system together.