What are retirement planning leads?
Retirement planning leads are people who want help working out how much they need and how to get there. Their first message is often a question: how much do I need to retire at 60?
That question cannot be answered well in a chat. It depends on lifestyle and what they have already set aside. That is exactly why it makes a good reason for a meeting.
How we run retirement campaigns
- Ads built around the retirement question, inviting a free 30-minute session.
- The setter answers the first question, asks the client's age and books the session.
- It notes what to prepare, so the meeting starts from a better place.
In our example, a retirement enquiry at 10:12 pm gets a reply in 4 seconds. The reply says it depends on lifestyle and what is already set aside, offers a free face-to-face session and asks the client's age.
What makes a good retirement enquiry
- A specific question, not just a click.
- An age that gives you a planning horizon.
- Willingness to meet face to face.
The setter collects these before the meeting, so you walk in prepared.
What agents report
"The quality was noticeably better than generic leads. The KM Team understands how insurance conversations actually work." (Xing Quan, FSC, MDRT Producer)
Figures on this page are examples and estimates from Kaizen campaigns and agent reports. Your results depend on your market, offer, budget and how you handle each appointment.
Frequently asked questions
What is a retirement planning lead?
A person who has asked about planning for retirement, for example by responding to an ad and sending a question.
Does the AI give retirement advice?
No. It books the session and gathers basics such as age. Advice stays with you.
Can I also run ILP or protection campaigns?
Yes. You can run a mix. See ILP leads and protection leads.